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 | Trim | 808524805 Common stock | $-86.7K | -4K -2.77% | 122,753 0.10% of portfolio | low |
| Q1 2026 as of | Add | Prologis Inc Common stock | $73.0K | +552 +1.33% | 42,151 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-69.8K | -231 -0.47% | 48,475 0.49% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $65.9K | +93 +11.63% | 893 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-64.2K | -827 -6.45% | 11,992 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 14020Y201 Common stock | $-60.7K | -2K -11.02% | 18,054 0.02% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $54.9K | +171 +0.84% | 20,648 0.22% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $49.9K | +1K +23.29% | 5,421 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | AbbVie Inc. Common stock | $-47.4K | -218 -3.02% | 6,993 0.05% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $47.1K | +805 +4.42% | 19,028 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $46.6K | +308 +20.53% | 1,808 <0.01% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $44.2K | +104 +16.02% | 753 0.01% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $44.1K | +77 +0.23% | 33,941 0.65% of portfolio | low |
| Q1 2026 as of | Trim | Waste Management Inc Common stock | $-43.7K | -190 -0.59% | 31,904 0.25% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $40.1K | +87 +8.23% | 1,144 0.02% of portfolio | low |
| Q1 2026 as of | Add | 921937835 Common stock | $38.9K | +528 +7.14% | 7,924 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-38.6K | -357 -0.70% | 50,308 0.18% of portfolio | low |
| Q1 2026 as of | Add | Aflac Inc Common stock | $37.8K | +345 +4.64% | 7,779 0.03% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $36.9K | +156 +4.70% | 3,478 0.03% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $35.9K | +244 +6.69% | 3,892 0.02% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $35.7K | +118 +12.09% | 1,094 0.01% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $35.4K | +114 +5.77% | 2,091 0.02% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $34.5K | +69 +4.93% | 1,469 0.02% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $32.0K | +169 +7.31% | 2,482 0.02% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $31.6K | +85 +0.47% | 18,196 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 464287622 Common stock | $-31.4K | -88 -0.70% | 12,503 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 72201R718 Common stock | $-29.1K | -304 -2.15% | 13,845 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46138G649 Common stock | $29.0K | +122 +10.19% | 1,319 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287689 Common stock | $-28.9K | -78 -0.80% | 9,644 0.12% of portfolio | low |
| Q1 2026 as of | Add | Moody's Corp Common stock | $27.5K | +63 +15.44% | 471 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $26.9K | +49 +0.40% | 12,272 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 78467Y107 Common stock | $-26.5K | -43 -0.36% | 11,886 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-24.9K | -102 -0.21% | 49,043 0.40% 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 |
| Q1 2026 as of | Trim | 25434V401 Common stock | $-22.3K | -315 -0.55% | 57,141 0.14% 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 | Add | The Goldman Sachs Group, Inc. Common stock | $22.0K | +26 +6.39% | 433 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 | Linde PLC Common stock | $19.8K | +40 +5.68% | 744 0.01% 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 | 464287598 Common stock | $19.7K | +92 +3.65% | 2,614 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 | Schwab Charles Corp Common stock | $18.0K | +192 +3.28% | 6,045 0.02% 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 | Trim | 922021605 Common stock | $-17.3K | -175 -1.81% | 9,489 0.03% 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 | Add | Philip Morris International Inc. Common stock | $17.0K | +103 +5.55% | 1,958 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 | Thermo Fisher Scientific Inc. Common stock | $16.2K | +33 +6.50% | 541 <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 |