Institutions / Sheets Smith Wealth Management / Activity
Activity — Sheets Smith Wealth Management
370 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 464287515 Common stock | $3.02M | +38K | 37,686 0.34% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.57M | -9K -8.58% | 95,568 3.09% of portfolio | low |
| Q1 2026 as of | Trim | Ulta Beauty, Inc. Common stock | $-2.15M | -4K -22.85% | 13,855 0.82% of portfolio | low |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-1.75M | -7K -15.36% | 36,211 1.08% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-1.74M | -6K -11.04% | 46,342 1.58% of portfolio | low |
| Q1 2026 as of | Trim | Copart Inc Common stock | $-1.72M | -52K -20.29% | 203,160 0.76% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-1.67M | -8K -8.73% | 83,856 1.97% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-1.62M | -4K -23.66% | 12,088 0.59% of portfolio | low |
| Q1 2026 as of | New | Coeur Mining, Inc. Common stock | $1.50M | +80K | 79,741 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Tractor Supply Co /De Common stock | $-1.46M | -32K -13.80% | 201,896 1.03% of portfolio | low |
| Q1 2026 as of | Exit | First Community Bankshares Inc /Va Common stock | $-1.46M | -43K -100.00% | 0 | low |
| Q1 2026 as of | Add | 46432F859 Common stock | $1.45M | +30K +74.06% | 70,155 0.38% of portfolio | low |
| Q1 2026 as of | Exit | 644535106 Common stock | $-1.38M | -159K -100.00% | 0 | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-1.38M | -8K -10.18% | 69,695 1.37% of portfolio | low |
| Q1 2026 as of | Add | 78464A805 Common stock | $1.36M | +17K +37.75% | 62,577 0.56% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $1.30M | +8K +142.41% | 13,774 0.25% of portfolio | low |
| Q1 2026 as of | New | Solstice Advanced Materials Inc. Common stock | $1.29M | +17K | 16,980 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Iqvia Holdings Inc. Common stock | $-1.26M | -7K -16.17% | 38,194 0.73% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $1.17M | +4K +96.06% | 7,472 0.27% of portfolio | low |
| Q1 2026 as of | New | 080694102 Common stock | $1.16M | +22K | 21,783 0.13% of portfolio | low |
| Q1 2026 as of | Exit | M2682V108 Common stock | $-1.11M | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-1.08M | -7K -8.99% | 68,589 1.23% of portfolio | low |
| Q1 2026 as of | Trim | NIKE, Inc. Common stock | $-1.07M | -20K -31.32% | 44,236 0.26% of portfolio | low |
| Q1 2026 as of | Trim | 136375102 Common stock | $-1.03M | -10K -25.89% | 28,625 0.33% of portfolio | low |
| Q1 2026 as of | Add | 464287101 Common stock | $1.00M | +3K +30.72% | 13,403 0.48% of portfolio | low |
| Q1 2026 as of | Add | 46434G764 Common stock | $982.1K | +12K +120.82% | 22,820 0.20% of portfolio | low |
| Q1 2026 as of | Add | 46434V621 Common stock | $909.1K | +13K +12.56% | 116,085 0.92% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-841.6K | -17K -58.20% | 12,401 0.07% of portfolio | low |
| Q1 2026 as of | New | G06973112 Common stock | $835.7K | +10K | 10,242 0.09% of portfolio | low |
| Q1 2026 as of | New | 921909768 Common stock | $827.4K | +11K | 10,730 0.09% of portfolio | low |
| Q1 2026 as of | Exit | Cadence Bank Common stock | $-790.1K | -18K -100.00% | 0 | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $711.3K | +2K +11.48% | 23,489 0.78% of portfolio | low |
| Q1 2026 as of | Add | 69344A107 Common stock | $702.4K | +14K +7.85% | 194,980 1.09% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-681.0K | -7K -32.61% | 15,279 0.16% of portfolio | low |
| Q1 2026 as of | New | Camden National Corp Common stock | $679.5K | +14K | 14,320 0.08% of portfolio | low |
| Q1 2026 as of | Exit | G4690M101 Common stock | $-622.6K | -16K -100.00% | 0 | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $620.5K | +5K +108.09% | 10,388 0.13% of portfolio | low |
| Q1 2026 as of | Trim | IBRX ImmunityBio, Inc. Common Stock | $-613.2K | -80K -12.65% | 552,025 0.48% of portfolio | low |
| Q1 2026 as of | New | Bloom Energy Corp Common stock | $602.3K | +4K | 4,445 0.07% of portfolio | low |
| Q1 2026 as of | Exit | Pinnacle Financial Partners, Inc. Common stock | $-578.9K | -6K -100.00% | 0 | low |
| Q1 2026 as of | Trim | CVS HEALTH Corp Common stock | $-563.4K | -8K -46.00% | 9,211 0.07% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-540.8K | -588 -3.92% | 14,414 1.49% of portfolio | low |
| Q1 2026 as of | New | SS&C Technologies Holdings, Inc. Common stock | $537.0K | +8K | 7,947 0.06% of portfolio | low |
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. Common stock | $528.3K | +6K | 6,133 0.06% of portfolio | low |
| Q1 2026 as of | Add | 808524201 Common stock | $496.3K | +19K +2.75% | 724,427 2.09% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $489.9K | +750 +1.34% | 56,651 4.17% of portfolio | low |
| Q1 2026 as of | Trim | Chart Industries Inc Common stock | $-469.1K | -2K -32.53% | 4,706 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Keysight Technologies, Inc. Common stock | $-433.4K | -2K -28.42% | 3,866 0.12% of portfolio | low |
| Q1 2026 as of | Exit | Oddity Tech Ltd Common stock | $-431.9K | -11K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Mastec Inc Common stock | $-431.8K | -1K -6.80% | 18,406 0.67% of portfolio | low |