Institutions / Baldwin Wealth Partners LLC/MA / Activity
Activity — Baldwin Wealth Partners LLC/MA
17 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | McKesson Corp Common stock | $10.47M | +12K | 12,104 0.76% of portfolio | medium |
| Q1 2026 as of | New | 46434G863 Common stock | $5.82M | +128K | 127,953 0.42% of portfolio | medium |
| Q1 2026 as of | New | 00775Y272 Common stock | $4.52M | +199K | 198,958 0.33% of portfolio | low |
| Q1 2026 as of | New | ARCC Ares Capital Corp Common Stock | $3.56M | +197K | 197,428 0.26% of portfolio | low |
| Q1 2026 as of | New | American Electric Power Co Inc Common stock | $564.3K | +4K | 4,305 0.04% of portfolio | low |
| Q1 2026 as of | New | Versant Media Group, Inc. Common stock | $466.5K | +13K | 12,600 0.03% of portfolio | low |
| Q1 2026 as of | New | 78463X541 Common stock | $351.9K | +5K | 4,713 0.03% of portfolio | low |
| Q1 2026 as of | New | Alcoa Corp Common stock | $315.1K | +5K | 4,750 0.02% of portfolio | low |
| Q1 2026 as of | New | 921910733 Common stock | $300.7K | +3K | 2,678 0.02% of portfolio | low |
| Q1 2026 as of | New | Qnity Electronics, Inc. Common stock | $228.1K | +2K | 1,977 0.02% of portfolio | low |
| Q1 2026 as of | New | Sterling Infrastructure, Inc. Common stock | $226.0K | +555 | 555 0.02% of portfolio | low |
| Q1 2026 as of | New | HA Sustainable Infrastructure Capital, Inc. Common stock | $218.7K | +6K | 5,950 0.02% of portfolio | low |
| Q1 2026 as of | New | Western Midstream Partners LP Common stock | $205.8K | +5K | 5,000 0.01% of portfolio | low |
| Q1 2026 as of | New | American Express Co Common stock | $203.3K | +672 | 672 0.01% of portfolio | low |
| Q1 2026 as of | New | 78468R663 Common stock | $202.6K | +2K | 2,211 0.01% of portfolio | low |
| Q1 2026 as of | New | Freeport-McMoran Inc Common stock | $201.0K | +3K | 3,420 0.01% of portfolio | low |
| Q1 2026 as of | New | BHP BHP Group Ltd ADR | $200.0K | +3K | 2,750 0.01% of portfolio | low |