Institutions / Groupama Asset Managment / Activity
Activity — Groupama Asset Managment
119 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 68634K106 Common stock | $223.3K | +10K +2.25% | 454,122 0.15% of portfolio | low |
| Q1 2026 as of | Add | Vici Properties Inc. Common stock | $225.8K | +8K +21.79% | 46,183 0.02% of portfolio | low |
| Q1 2026 as of | Add | Prudential Financial Inc Common stock | $260.1K | +3K +65.99% | 6,696 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Marsh & McLennan Companies, Inc. Common stock | $265.4K | +2K +68.43% | 3,766 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Waters Corp Common stock | $278.4K | +935 +145.41% | 1,578 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Camden Property Trust Common stock | $287.5K | +3K +87.78% | 6,298 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Alnylam Pharmaceuticals Inc Common stock | $294.1K | +889 +2.48% | 36,767 0.18% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $356.5K | +1K +76.10% | 2,874 0.01% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $380.3K | +974 +77.73% | 2,227 0.01% of portfolio | low |
| Q1 2026 as of | Add | Bank of New York Mellon Corp/The Common stock | $380.6K | +3K +35.76% | 12,179 0.02% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $383.4K | +2K +3.71% | 56,483 0.16% of portfolio | low |
| Q1 2026 as of | Add | Axon Enterprise Inc Common stock | $392.8K | +925 +110.91% | 1,759 0.01% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $396.8K | +469 +41.43% | 1,601 0.02% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $465.6K | +2K +74.90% | 4,731 0.02% of portfolio | low |
| Q1 2026 as of | Add | Ross Stores, Inc. Common stock | $468.1K | +2K +85.42% | 4,691 0.01% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $472.5K | +3K +0.99% | 293,381 0.71% of portfolio | low |
| Q1 2026 as of | Add | Webster Financial Corp Common stock | $477.6K | +7K +4.86% | 148,438 0.15% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $495.6K | +1K +2.25% | 48,854 0.33% of portfolio | low |
| Q1 2026 as of | Add | Cintas Corp Common stock | $500.8K | +3K +223.98% | 4,283 0.01% of portfolio | low |
| Q1 2026 as of | Add | 3M Co Common stock | $504.5K | +3K +87.22% | 7,457 0.02% of portfolio | low |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $524.3K | +8K +0.61% | 1,375,261 1.26% of portfolio | low |
| Q1 2026 as of | Add | Otis Worldwide Corp Common stock | $539.5K | +7K +245.67% | 9,848 0.01% of portfolio | low |
| Q1 2026 as of | Add | Natera, Inc. Common stock | $561.0K | +3K +3.04% | 95,061 0.28% of portfolio | low |
| Q1 2026 as of | Add | Keycorp /New Common stock | $590.8K | +29K +101.62% | 58,465 0.02% of portfolio | low |
| Q1 2026 as of | Add | Constellation Brands, Inc. Common stock | $601.5K | +4K +25.37% | 19,815 0.04% of portfolio | low |
| Q1 2026 as of | Add | Las Vegas Sands Corp Common stock | $612.6K | +11K +125.64% | 20,418 0.02% of portfolio | low |
| Q1 2026 as of | Add | Garmin Ltd Common stock | $659.1K | +3K +139.81% | 4,873 0.02% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $682.8K | +12K +45.36% | 37,964 0.03% of portfolio | low |
| Q1 2026 as of | Add | Baker Hughes Co Common stock | $689.7K | +11K +0.59% | 1,932,305 1.72% of portfolio | low |
| Q1 2026 as of | Add | 962879102 Common stock | $739.7K | +4K +10.16% | 43,930 0.12% of portfolio | low |
| Q1 2026 as of | Add | HCA Healthcare, Inc. Common stock | $756.7K | +2K +5.28% | 31,894 0.22% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $883.4K | +2K +8.48% | 22,784 0.17% of portfolio | low |
| Q1 2026 as of | Add | XPO Inc Common stock | $896.3K | +5K +0.71% | 653,083 1.86% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $906.4K | +3K +20.80% | 14,960 0.08% of portfolio | low |
| Q1 2026 as of | Add | Cadence Design Systems Inc Common stock | $913.1K | +3K +5.09% | 67,891 0.28% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $984.7K | +3K +4.80% | 71,168 0.31% of portfolio | low |
| Q1 2026 as of | Add | Denali Therapeutics Inc. Common stock | $1.07M | +56K +36.64% | 207,130 0.06% of portfolio | low |
| Q1 2026 as of | Add | Equinix Inc Common stock | $1.10M | +1K +3.31% | 35,007 0.50% of portfolio | low |
| Q1 2026 as of | Add | Motorola Solutions, Inc. Common stock | $1.22M | +3K +0.65% | 436,658 2.77% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $1.23M | +3K +1.69% | 165,897 1.08% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $1.31M | +17K +11.23% | 163,490 0.19% of portfolio | low |
| Q1 2026 as of | Add | Heico Corp Common stock | $1.53M | +6K +31.29% | 23,407 0.09% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $1.56M | +20K +15.50% | 149,572 0.17% of portfolio | low |
| Q1 2026 as of | Add | Roper Technologies Inc Common stock | $1.63M | +5K +27.89% | 21,116 0.11% of portfolio | low |
| Q1 2026 as of | Add | Watts Water Technologies, Inc. Common stock | $1.72M | +6K +7.73% | 82,602 0.35% of portfolio | low |
| Q1 2026 as of | Add | Western Digital Corp Common stock | $1.84M | +7K +241.82% | 9,595 0.04% of portfolio | low |
| Q1 2026 as of | Add | 011532108 Common stock | $1.99M | +45K +9.88% | 499,286 0.32% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $2.04M | +2K +1.99% | 119,648 1.53% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $2.05M | +2K +11.73% | 19,627 0.29% of portfolio | low |
| Q1 2026 as of | Add | Madrigal Pharmaceuticals, Inc. Common stock | $2.42M | +5K +15.08% | 35,238 0.27% of portfolio | low |