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 | 464288240 Common stock | $80.01M | +1.2M +956.18% | 1,290,721 2.97% of portfolio | high |
| Q1 2026 as of | Add | 72201R775 Common stock | $40.66M | +441K +70.55% | 1,065,087 3.31% of portfolio | medium |
| Q1 2026 as of | Add | 922908363 Common stock | $24.19M | +40K +8.34% | 525,971 10.57% of portfolio | medium |
| Q1 2026 as of | Add | 78464A854 Common stock | $17.58M | +230K +14.24% | 1,843,291 4.75% of portfolio | medium |
| Q1 2026 as of | Add | 464287465 Common stock | $11.96M | +123K +4.25% | 3,020,430 9.87% of portfolio | medium |
| Q1 2026 as of | Exit | Veeva Systems Inc Common stock | $-11.80M | -53K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Doximity, Inc. Common stock | $-10.64M | -240K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Zoom Communications, Inc. Common stock | $-10.17M | -118K -100.00% | 0 | medium |
| Q1 2026 as of | Add | 922908553 Common stock | $6.94M | +78K +4.71% | 1,741,408 5.20% of portfolio | medium |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-5.27M | -51K -88.97% | 6,362 0.02% of portfolio | medium |
| Q1 2026 as of | Add | Apple Inc. Common stock | $5.20M | +20K +14.27% | 164,127 1.40% of portfolio | medium |
| Q1 2026 as of | New | Cadence Design Systems Inc Common stock | $5.19M | +19K | 18,669 0.17% of portfolio | medium |
| Q1 2026 as of | Add | 922042858 Common stock | $5.04M | +93K +2.97% | 3,228,121 5.87% of portfolio | medium |
| Q1 2026 as of | Trim | 464287226 Common stock | $-4.50M | -45K -6.42% | 660,811 2.21% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $4.45M | +66K +2.89% | 2,349,194 5.34% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $4.40M | +46K +1023.42% | 50,217 0.16% of portfolio | low |
| Q1 2026 as of | New | Arthur J. Gallagher & Co. Common stock | $4.05M | +19K | 18,682 0.14% of portfolio | low |
| Q1 2026 as of | Add | 92206C706 Common stock | $3.86M | +65K +5.38% | 1,271,182 2.55% of portfolio | low |
| Q1 2026 as of | New | CBRE Group Inc Common stock | $3.66M | +27K | 27,020 0.12% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $3.60M | +10K +14.66% | 76,135 0.95% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-3.46M | -12K -15.19% | 65,673 0.65% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.62M | -9K -8.25% | 101,278 0.98% of portfolio | low |
| Q1 2026 as of | Add | 922908595 Common stock | $2.43M | +8K +2.63% | 314,286 3.20% of portfolio | low |
| Q1 2026 as of | Add | 46090E103 Common stock | $2.40M | +4K +3.46% | 124,414 2.42% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-2.13M | -11K -70.72% | 4,442 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-1.96M | -3K -0.90% | 332,226 7.27% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-1.71M | -3K -3.46% | 72,845 1.60% of portfolio | low |
| Q1 2026 as of | Add | 46435U549 Common stock | $1.13M | +24K +12.87% | 209,264 0.33% of portfolio | low |
| Q1 2026 as of | Exit | FIG Figma, Inc. Common Stock | $-1.01M | -27K -100.00% | 0 | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $832.9K | +3K +7.39% | 39,103 0.41% of portfolio | low |
| Q1 2026 as of | Trim | 084670108 Common stock | $-718.1K | -1 -5.56% | 17 0.41% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $706.1K | +4K +1.98% | 208,628 1.22% of portfolio | low |
| Q1 2026 as of | Exit | BILL Holdings Inc Common stock | $-691.8K | -13K -100.00% | 0 | low |
| Q1 2026 as of | Add | Wynn Resorts, Limited Common stock | $670.7K | +7K +13.09% | 57,051 0.19% of portfolio | low |
| Q1 2026 as of | Exit | PACS Group, Inc. Common stock | $-642.0K | -17K -100.00% | 0 | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $629.5K | +2K +30.12% | 8,269 0.09% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $601.4K | +1K +6.59% | 20,305 0.33% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $586.1K | +2K +142.72% | 2,949 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-562.9K | -1K -11.18% | 10,343 0.15% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $532.7K | +1K +23.05% | 6,369 0.10% of portfolio | low |
| Q1 2026 as of | New | 78467X109 Common stock | $486.4K | +1K | 1,050 0.02% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $479.0K | +2K +1.84% | 127,496 0.89% of portfolio | low |
| Q1 2026 as of | Trim | 69344A107 Common stock | $-467.3K | -9K -3.16% | 289,424 0.48% of portfolio | low |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-463.3K | -2K -8.39% | 27,087 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q837 Common stock | $-443.1K | -9K -2.96% | 287,134 0.49% of portfolio | low |
| Q1 2026 as of | Trim | 46434V878 Common stock | $-337.3K | -7K -2.00% | 326,082 0.56% of portfolio | low |
| Q1 2026 as of | New | Walmart Inc. Common stock | $330.6K | +3K | 2,660 0.01% of portfolio | low |
| Q1 2026 as of | Add | 46435G425 Common stock | $325.0K | +2K +1.48% | 157,309 0.75% of portfolio | low |
| Q1 2026 as of | Trim | 921943858 Common stock | $-316.1K | -5K -1.51% | 321,897 0.69% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $310.3K | +2K +4.04% | 55,350 0.27% of portfolio | low |