Institutions / Baldwin Wealth Partners LLC/MA / Activity
Activity — Baldwin Wealth Partners LLC/MA
22 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 464287804 Common stock | $7.51M | +60K +2207.93% | 63,191 0.57% of portfolio | medium |
| Q1 2026 as of | Add | 78463V107 Common stock | $2.50M | +6K +7.26% | 85,975 2.69% of portfolio | low |
| Q1 2026 as of | Add | 78470E205 Common stock | $2.10M | +48K +473.60% | 57,584 0.18% of portfolio | low |
| Q1 2026 as of | Add | 381430529 Common stock | $1.18M | +12K +22.11% | 64,847 0.47% of portfolio | low |
| Q1 2026 as of | Add | 46654Q716 Common stock | $678.3K | +13K +0.87% | 1,469,232 5.74% of portfolio | low |
| Q1 2026 as of | Add | Veeva Systems Inc Common stock | $647.8K | +4K +14.86% | 28,501 0.36% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $368.9K | +672 +2.84% | 24,298 0.97% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $330.4K | +553 +9.13% | 6,608 0.29% of portfolio | low |
| Q1 2026 as of | Add | PTC Inc Common stock | $300.9K | +2K +4.16% | 52,841 0.55% of portfolio | low |
| Q1 2026 as of | Add | 92206C706 Common stock | $204.9K | +3K +1.38% | 252,676 1.09% of portfolio | low |
| Q1 2026 as of | Add | 81369Y506 Common stock | $200.1K | +3K +38.55% | 11,739 0.05% of portfolio | low |
| Q1 2026 as of | Add | 37954Y830 Common stock | $175.6K | +2K +24.73% | 11,600 0.06% of portfolio | low |
| Q1 2026 as of | Add | 92189H805 Common stock | $113.0K | +1K +23.91% | 6,654 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $89.1K | +1K +0.34% | 294,813 1.89% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $56.5K | +1K +5.60% | 19,719 0.08% of portfolio | low |
| Q1 2026 as of | Add | FedEx Corp Common stock | $46.3K | +130 +13.00% | 1,130 0.03% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $45.0K | +90 +12.15% | 831 0.03% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $20.3K | +100 +1.67% | 6,079 0.09% of portfolio | low |
| Q1 2026 as of | Add | Seacoast Banking Corp of Florida Common stock | $9.8K | +325 +2.07% | 16,005 0.04% of portfolio | low |
| Q1 2026 as of | Add | 539439109 Common stock | $9.5K | +2K +8.49% | 24,074 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $2.2K | +23 +0.82% | 2,833 0.02% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $284 | +1 +0.08% | 1,214 0.03% of portfolio | low |