Institutions / Sand Hill Global Advisors, LLC / Activity
Activity — Sand Hill Global Advisors, LLC
183 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Stryker Corp Common stock | $657 | +2 +<0.01% | 22,879 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-871 | -6 -0.22% | 2,678 0.01% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-872 | -1 -0.27% | 365 0.01% of portfolio | low |
| Q1 2026 as of | Trim | DoorDash, Inc. Common stock | $-901 | -6 -0.01% | 44,386 0.22% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $1.6K | +10 +0.32% | 3,155 0.02% of portfolio | low |
| Q1 2026 as of | Add | 921937827 Common stock | $2.1K | +27 +0.02% | 139,622 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Progressive CORP/OH Common stock | $-2.4K | -12 -0.15% | 7,977 0.05% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $4.2K | +59 +1.00% | 5,980 0.01% of portfolio | low |
| Q1 2026 as of | Add | 78468R853 Common stock | $4.3K | +89 +0.97% | 9,276 0.02% of portfolio | low |
| Q1 2026 as of | Add | 02072Q846 Common stock | $4.5K | +166 +0.52% | 32,064 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 46431W507 Common stock | $-5.2K | -102 -0.07% | 141,314 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Jacobs Solutions Inc. Common stock | $-5.3K | -42 -2.05% | 2,002 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $5.5K | +27 +1.17% | 2,326 0.02% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-6.1K | -265 -2.05% | 12,664 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $6.3K | +68 +2.18% | 3,193 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $7.1K | +89 +1.69% | 5,347 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 808524888 Common stock | $-7.3K | -156 -0.78% | 19,894 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 46138G540 Common stock | $-8.1K | -204 -0.28% | 71,636 0.10% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $8.2K | +29 +1.95% | 1,520 0.01% of portfolio | low |
| Q1 2026 as of | Add | Fastenal Co Common stock | $8.8K | +190 +3.37% | 5,830 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464285204 Common stock | $-9.6K | -109 -1.63% | 6,560 0.02% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $10.1K | +69 +1.13% | 6,200 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-11.0K | -83 -0.72% | 11,423 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 808524706 Common stock | $-11.5K | -348 -1.44% | 23,792 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-11.7K | -131 -4.81% | 2,594 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $12.1K | +50 +2.27% | 2,250 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-12.5K | -47 -0.15% | 31,807 0.28% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-13.5K | -70 -2.18% | 3,136 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Apollo Global Management, Inc. Common stock | $-14.0K | -126 -6.35% | 1,859 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 56170L695 Common stock | $-14.1K | -1K -0.34% | 396,605 0.14% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $14.2K | +73 +5.93% | 1,303 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 808524763 Common stock | $-14.6K | -451 -5.63% | 7,559 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-15.3K | -22 -4.48% | 469 0.01% of portfolio | low |
| Q1 2026 as of | New | PMVP PMV Pharmaceuticals, Inc. Common Stock | $15.5K | +13K | 12,539 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $16.2K | +33 +6.50% | 541 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $16.8K | +4 +0.29% | 1,374 0.19% of portfolio | low |
| Q1 2026 as of | Add | Philip Morris International Inc. Common stock | $17.0K | +103 +5.55% | 1,958 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 33734K109 Common stock | $-17.3K | -142 -7.23% | 1,821 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 922021605 Common stock | $-17.3K | -175 -1.81% | 9,489 0.03% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $17.4K | +145 +6.29% | 2,449 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $18.0K | +192 +3.28% | 6,045 0.02% of portfolio | low |
| Q1 2026 as of | Add | Entergy Corp /De Common stock | $19.3K | +172 +0.39% | 44,192 0.17% of portfolio | low |
| Q1 2026 as of | Add | 464287598 Common stock | $19.7K | +92 +3.65% | 2,614 0.02% of portfolio | low |
| Q1 2026 as of | Trim | American Electric Power Co Inc Common stock | $-19.7K | -150 -0.25% | 60,698 0.27% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $19.8K | +40 +5.68% | 744 0.01% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $21.6K | +89 +3.26% | 2,821 0.02% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $22.0K | +26 +6.39% | 433 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-22.2K | -63 -7.64% | 762 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 25434V401 Common stock | $-22.3K | -315 -0.55% | 57,141 0.14% of portfolio | low |
| Q1 2026 as of | Add | Verisk Analytics, Inc. Common stock | $22.4K | +118 +0.58% | 20,463 0.13% of portfolio | low |