Institutions / Baldwin Wealth Partners LLC/MA / Activity
Activity — Baldwin Wealth Partners LLC/MA
213 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 46138J619 Common stock | $-965.6K | -16K -3.53% | 439,187 1.92% of portfolio | low |
| Q1 2026 as of | Trim | S&P Global Inc. Common stock | $-955.3K | -2K -11.20% | 17,807 0.55% of portfolio | low |
| Q1 2026 as of | Exit | Hims & Hers Health, Inc. Common stock | $-851.3K | -26K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-779.6K | -2K -9.31% | 17,573 0.55% of portfolio | low |
| Q1 2026 as of | Trim | Targa Resources Corp Common stock | $-756.5K | -3K -23.85% | 9,635 0.18% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-687.1K | -747 -32.32% | 1,564 0.10% 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 | Trim | Otis Worldwide Corp Common stock | $-635.0K | -8K -7.60% | 100,162 0.56% of portfolio | low |
| Q1 2026 as of | Exit | Progressive CORP/OH Common stock | $-630.8K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-583.7K | -2K -3.55% | 64,808 1.15% of portfolio | low |
| Q1 2026 as of | Exit | American Healthcare REIT, Inc. Common stock | $-569.8K | -12K -100.00% | 0 | 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 | Trim | Stryker Corp Common stock | $-556.3K | -2K -22.39% | 5,870 0.14% of portfolio | low |
| Q1 2026 as of | Trim | DOVER Corp Common stock | $-545.3K | -3K -7.14% | 34,005 0.51% of portfolio | low |
| Q1 2026 as of | Exit | Kimberly Clark Corp Common stock | $-532.9K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Eog Resources Inc Common stock | $-477.4K | -3K -11.62% | 25,106 0.26% 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 | Trim | Church & Dwight Co Inc /De Common stock | $-457.5K | -5K -5.62% | 82,341 0.56% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-424.3K | -9K -5.97% | 137,076 0.49% of portfolio | low |
| Q1 2026 as of | Exit | Air Products & Chemicals, Inc. Common stock | $-423.4K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 922908611 Common stock | $-418.4K | -2K -12.21% | 13,848 0.22% of portfolio | low |
| Q1 2026 as of | Exit | PayPal Holdings, Inc. Common stock | $-400.4K | -7K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-399.6K | -813 -34.13% | 1,569 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 33739H101 Common stock | $-386.8K | -13K -39.85% | 20,334 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Illinois Tool Works Inc Common stock | $-384.4K | -1K -5.47% | 25,524 0.48% of portfolio | low |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-380.4K | -5K -18.63% | 23,096 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Roper Technologies Inc Common stock | $-380.4K | -1K -20.99% | 4,047 0.10% of portfolio | low |
| Q1 2026 as of | Exit | GSBD Goldman Sachs BDC, Inc. Common Stock | $-380.1K | -41K -100.00% | 0 | 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 | Exit | TE Connectivity PLC Common stock | $-368.6K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | 78463X541 Common stock | $351.9K | +5K | 4,713 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 66987V109 Common stock | $-350.3K | -2K -7.10% | 29,995 0.33% of portfolio | low |
| Q1 2026 as of | Trim | Waters Corp Common stock | $-347.5K | -1K -5.12% | 21,630 0.47% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-344.2K | -1K -1.69% | 82,450 1.45% of portfolio | low |
| Q1 2026 as of | Trim | 37954Y848 Common stock | $-343.2K | -4K -22.18% | 13,365 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 00162Q452 Common stock | $-340.2K | -6K -3.00% | 208,811 0.80% of portfolio | 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 | Add | 922908363 Common stock | $330.4K | +553 +9.13% | 6,608 0.29% of portfolio | low |
| Q1 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-329.5K | -998 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46428Q109 Common stock | $-326.2K | -5K -17.83% | 22,059 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-322.1K | -563 -10.11% | 5,006 0.21% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-321.2K | -2K -4.82% | 43,881 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-318.0K | -2K -14.67% | 9,106 0.13% 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 | Add | PTC Inc Common stock | $300.9K | +2K +4.16% | 52,841 0.55% 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 | Exit | 803054204 Common stock | $-296.4K | -1K -100.00% | 0 | low |