Institutions / Baldwin Wealth Partners LLC/MA / Activity
Activity — Baldwin Wealth Partners LLC/MA
37 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Sherwin Williams Co Common stock | $-12.38M | -38K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | BIDU Baidu, Inc. ADR | $-2.27M | -17K -100.00% | 0 | low |
| Q1 2026 as of | Exit | GXO Logistics, Inc. Common stock | $-1.68M | -32K -100.00% | 0 | low |
| Q1 2026 as of | Exit | LINE Lineage, Inc. REIT | $-1.44M | -41K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 670100205 Common stock | $-1.17M | -23K -100.00% | 0 | low |
| Q1 2026 as of | Exit | G6683N103 Common stock | $-1.11M | -66K -100.00% | 0 | low |
| Q1 2026 as of | Exit | ServiceTitan, Inc. Common stock | $-1.08M | -10K -100.00% | 0 | low |
| Q1 2026 as of | Exit | LDP Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Closed-End Fund | $-1.07M | -50K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Hims & Hers Health, Inc. Common stock | $-851.3K | -26K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Progressive CORP/OH Common stock | $-630.8K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | American Healthcare REIT, Inc. Common stock | $-569.8K | -12K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Kimberly Clark Corp Common stock | $-532.9K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Air Products & Chemicals, Inc. Common stock | $-423.4K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | PayPal Holdings, Inc. Common stock | $-400.4K | -7K -100.00% | 0 | low |
| Q1 2026 as of | Exit | GSBD Goldman Sachs BDC, Inc. Common Stock | $-380.1K | -41K -100.00% | 0 | low |
| Q1 2026 as of | Exit | TE Connectivity PLC Common stock | $-368.6K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Trane Technologies plc Common stock | $-337.0K | -866 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Moody's Corp Common stock | $-335.6K | -657 -100.00% | 0 | low |
| Q1 2026 as of | Exit | L8681T102 Common stock | $-331.0K | -570 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-329.5K | -998 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 803054204 Common stock | $-296.4K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Cadence Design Systems Inc Common stock | $-286.3K | -916 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Bright Horizons Family Solutions Inc. Common stock | $-282.4K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | General Dynamics Corp Common stock | $-275.4K | -818 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 33734X846 Common stock | $-259.1K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | The Goldman Sachs Group, Inc. Common stock | $-258.4K | -294 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Sea Ltd Common stock | $-250.8K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 78464A870 Common stock | $-250.0K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Idexx Laboratories Inc /De Common stock | $-234.8K | -347 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 464287556 Common stock | $-233.7K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 464287184 Common stock | $-233.6K | -6K -100.00% | 0 | low |
| Q1 2026 as of | Exit | US Bancorp \De Common stock | $-232.8K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Cummins Inc Common stock | $-224.1K | -439 -100.00% | 0 | low |
| Q1 2026 as of | Exit | CME Group Inc Common stock | $-221.5K | -811 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Ollie's Bargain Outlet Holdings, Inc. Common stock | $-216.7K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | United Natural Foods, Inc. Common stock | $-202.3K | -6K -100.00% | 0 | low |
| Q1 2026 as of | Exit | G4124C109 Common stock | $-65.7K | -13K -100.00% | 0 | low |