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 | Trim | 00162Q395 Common stock | $-196.0K | -4K -5.09% | 83,640 0.41% of portfolio | low |
| Q1 2026 as of | Trim | 46138E354 Common stock | $-196.0K | -3K -10.06% | 23,955 0.20% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $195.4K | +231 +60.95% | 610 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-195.0K | -613 -11.18% | 4,872 0.17% of portfolio | low |
| Q1 2026 as of | Add | Simon Property Group Inc Common stock | $191.6K | +1K +3.12% | 33,894 0.71% of portfolio | low |
| Q1 2026 as of | Add | 98149E303 Common stock | $190.2K | +2K +19.96% | 12,335 0.13% of portfolio | low |
| Q1 2026 as of | Add | Cal-Maine Foods Inc Common stock | $180.8K | +2K +55.94% | 6,367 0.06% of portfolio | low |
| Q1 2026 as of | Add | Casella Waste Systems Inc Common stock | $176.5K | +2K +44.52% | 7,220 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-175.1K | -293 -0.39% | 74,348 5.00% of portfolio | low |
| Q1 2026 as of | Trim | MYR Group Inc. Common stock | $-169.7K | -601 -7.74% | 7,160 0.23% of portfolio | low |
| Q1 2026 as of | Add | 808524771 Common stock | $166.7K | +6K +10.13% | 65,072 0.20% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q332 Common stock | $-164.6K | -3K -7.08% | 38,090 0.24% of portfolio | low |
| Q1 2026 as of | Add | Southern First Bancshares Inc Common stock | $157.1K | +3K +17.66% | 19,204 0.12% of portfolio | low |
| Q1 2026 as of | Add | 26923G822 Common stock | $156.6K | +8K +7.71% | 107,461 0.25% of portfolio | low |
| Q1 2026 as of | Add | 46641Q837 Common stock | $155.5K | +3K +5.76% | 56,384 0.32% of portfolio | low |
| Q1 2026 as of | Add | 46436E502 Common stock | $153.8K | +3K +7.86% | 38,040 0.24% of portfolio | low |
| Q1 2026 as of | Trim | 464285204 Common stock | $-153.0K | -2K -9.91% | 15,779 0.16% of portfolio | low |
| Q1 2026 as of | Add | 025072877 Common stock | $148.9K | +1K +12.63% | 12,018 0.15% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $147.5K | +581 +1.13% | 51,817 1.48% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $144.5K | +503 +3.41% | 15,264 0.49% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-142.1K | -998 -2.36% | 41,357 0.66% of portfolio | low |
| Q1 2026 as of | Add | 808524805 Common stock | $139.9K | +6K +3.66% | 160,101 0.45% of portfolio | low |
| Q1 2026 as of | Trim | 92206C409 Common stock | $-136.2K | -2K -6.63% | 24,205 0.22% of portfolio | low |
| Q1 2026 as of | Add | Option Care Health Inc Common stock | $130.9K | +5K +18.58% | 31,030 0.09% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $125.9K | +742 +1.05% | 71,282 1.36% of portfolio | low |
| Q1 2026 as of | Trim | General Mills Inc Common stock | $-125.0K | -3K -21.57% | 12,213 0.05% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $119.8K | +2K +11.64% | 14,804 0.13% of portfolio | low |
| Q1 2026 as of | Trim | RBC Bearings Inc Common stock | $-119.5K | -220 -4.67% | 4,494 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Coherent Corp Common stock | $-118.9K | -499 -2.00% | 24,508 0.66% of portfolio | low |
| Q1 2026 as of | Add | 78463X889 Common stock | $116.9K | +3K +1.79% | 145,789 0.75% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $109.4K | +219 +9.22% | 2,593 0.15% of portfolio | low |
| Q1 2026 as of | Add | 921937835 Common stock | $104.1K | +1K +18.32% | 9,125 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 464287549 Common stock | $-101.1K | -853 -2.92% | 28,312 0.38% of portfolio | low |
| Q1 2026 as of | Add | 922020805 Common stock | $100.0K | +2K +8.61% | 25,257 0.14% of portfolio | low |
| Q1 2026 as of | Trim | G7606H108 Common stock | $-99.5K | -83K -23.04% | 277,060 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Dorman Products, Inc. Common stock | $-97.1K | -930 -5.23% | 16,855 0.20% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $93.9K | +191 +5.72% | 3,530 0.20% of portfolio | low |
| Q1 2026 as of | Add | Aurora Innovation, Inc. Common stock | $93.3K | +23K +45.96% | 71,880 0.03% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock Fund Advisors Common stock | $-93.0K | -2K -21.07% | 7,490 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $92.3K | +950 +2.36% | 41,200 0.45% of portfolio | low |
| Q1 2026 as of | Add | 46137V241 Common stock | $92.1K | +1K +5.88% | 22,059 0.19% of portfolio | low |
| Q1 2026 as of | Add | 46138E339 Common stock | $91.8K | +819 +19.15% | 5,095 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 46138E198 Common stock | $-91.0K | -1K -13.85% | 8,987 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464287226 Common stock | $83.8K | +844 +7.20% | 12,570 0.14% of portfolio | low |
| Q1 2026 as of | Trim | 00326A104 Common stock | $-82.2K | -2K -3.22% | 55,444 0.28% of portfolio | low |
| Q1 2026 as of | Add | 78463X509 Common stock | $80.4K | +2K +8.44% | 22,004 0.12% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $80.3K | +646 +1.70% | 38,640 0.54% of portfolio | low |
| Q1 2026 as of | Add | 46137V290 Common stock | $80.1K | +2K +8.97% | 29,322 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-76.9K | -388 -4.00% | 9,300 0.21% of portfolio | low |
| Q1 2026 as of | Trim | 464288588 Common stock | $-74.3K | -783 -4.05% | 18,573 0.20% of portfolio | low |