Institutions / Groupama Asset Managment / Activity
Activity — Groupama Asset Managment
35 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | RTX Corp Common stock | $161.90M | +839K | 839,280 2.37% of portfolio | high |
| Q1 2026 as of | New | G0593M107 Common stock | $126.87M | +864K | 863,629 1.85% of portfolio | high |
| Q1 2026 as of | New | SUNB Sunbelt Rentals Holdings, Inc. Common Stock | $4.62M | +97K | 97,185 0.07% of portfolio | low |
| Q1 2026 as of | New | Quanta Services Inc Common stock | $3.54M | +6K | 6,448 0.05% of portfolio | low |
| Q1 2026 as of | New | Fortinet Inc Common stock | $1.94M | +24K | 23,701 0.03% of portfolio | low |
| Q1 2026 as of | New | Edwards Lifesciences Corp Common stock | $1.34M | +17K | 16,690 0.02% of portfolio | low |
| Q1 2026 as of | New | US Bancorp \De Common stock | $912.4K | +18K | 17,543 0.01% of portfolio | low |
| Q1 2026 as of | New | SBA Communications Corp Common stock | $892.7K | +5K | 5,187 0.01% of portfolio | low |
| Q1 2026 as of | New | Cencora Inc Common stock | $891.2K | +3K | 2,837 0.01% of portfolio | low |
| Q1 2026 as of | New | Uber Technologies, Inc Common stock | $874.2K | +12K | 12,153 0.01% of portfolio | low |
| Q1 2026 as of | New | Idex Corp /De Common stock | $817.0K | +4K | 4,310 0.01% of portfolio | low |
| Q1 2026 as of | New | VeriSign Inc Common stock | $813.9K | +3K | 3,277 0.01% of portfolio | low |
| Q1 2026 as of | New | Travelers Companies, Inc. Common stock | $762.5K | +3K | 2,614 0.01% of portfolio | low |
| Q1 2026 as of | New | EMCOR Group Inc Common stock | $619.4K | +839 | 839 <0.01% of portfolio | low |
| Q1 2026 as of | New | Erie Indemnity Co Common stock | $618.0K | +2K | 2,459 <0.01% of portfolio | low |
| Q1 2026 as of | New | Sysco Corp Common stock | $612.9K | +9K | 8,592 <0.01% of portfolio | low |
| Q1 2026 as of | New | Comfort Systems USA Inc Common stock | $593.0K | +430 | 430 <0.01% of portfolio | low |
| Q1 2026 as of | New | AppLovin Corp Common stock | $572.3K | +1K | 1,438 <0.01% of portfolio | low |
| Q1 2026 as of | New | The Boeing Company Common stock | $500.6K | +3K | 2,515 <0.01% of portfolio | low |
| Q1 2026 as of | New | Yum! Brands Inc Common stock | $477.3K | +3K | 3,070 <0.01% of portfolio | low |
| Q1 2026 as of | New | Globe Life Inc. Common stock | $465.8K | +3K | 3,347 <0.01% of portfolio | low |
| Q1 2026 as of | New | Blackstone Inc Common stock | $455.6K | +4K | 3,962 <0.01% of portfolio | low |
| Q1 2026 as of | New | Qiagen N.V. Common stock | $434.3K | +13K | 12,500 <0.01% of portfolio | low |
| Q1 2026 as of | New | Fidelity National Information Services Inc Common stock | $428.7K | +9K | 9,139 <0.01% of portfolio | low |
| Q1 2026 as of | New | Avery Dennison Corp Common stock | $424.3K | +2K | 2,457 <0.01% of portfolio | low |
| Q1 2026 as of | New | Warner Bros. Discovery, Inc. Common stock | $365.8K | +13K | 13,320 <0.01% of portfolio | low |
| Q1 2026 as of | New | Skyworks Solutions, Inc. Common stock | $316.7K | +6K | 5,914 <0.01% of portfolio | low |
| Q1 2026 as of | New | Cincinnati Financial Corp Common stock | $315.5K | +2K | 2,005 <0.01% of portfolio | low |
| Q1 2026 as of | New | Vertiv Holdings Co Common stock | $270.6K | +1K | 1,080 <0.01% of portfolio | low |
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $260.2K | +4K | 3,755 <0.01% of portfolio | low |
| Q1 2026 as of | New | Hunt J B Transport Services Inc Common stock | $256.6K | +1K | 1,211 <0.01% of portfolio | low |
| Q1 2026 as of | New | Carvana Co. Common stock | $249.3K | +793 | 793 <0.01% of portfolio | low |
| Q1 2026 as of | New | Mettler-Toledo International Inc Common stock | $210.6K | +167 | 167 <0.01% of portfolio | low |
| Q1 2026 as of | New | CDW Corp Common stock | $207.3K | +2K | 1,713 <0.01% of portfolio | low |
| Q1 2026 as of | New | GoDaddy Inc. Common stock | $203.6K | +2K | 2,463 <0.01% of portfolio | low |