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 | 808524508 Common stock | $-2.7K | -88 -0.13% | 69,217 0.24% of portfolio | low |
| Q1 2026 as of | Add | 46137V613 Common stock | $2.6K | +55 +0.12% | 44,909 0.24% of portfolio | low |
| Q1 2026 as of | Add | Colgate Palmolive Co Common stock | $2.6K | +30 +0.28% | 10,649 0.10% of portfolio | low |
| Q1 2026 as of | Trim | TechnipFMC plc Common stock | $-2.4K | -34 -0.20% | 16,643 0.13% of portfolio | low |
| Q1 2026 as of | Add | O Reilly Automotive Inc Common stock | $2.3K | +25 +0.36% | 7,002 0.07% of portfolio | low |
| Q1 2026 as of | Add | W.w. Grainger, Inc. Common stock | $2.2K | +2 +0.04% | 5,180 0.64% of portfolio | low |
| Q1 2026 as of | Add | Marvell Technology, Inc. Common stock | $2.2K | +22 +0.25% | 8,671 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Fortuna Mining Corp. Common stock | $-2.1K | -207 -0.30% | 68,766 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 78464A102 Common stock | $-2.0K | -8 -0.40% | 1,986 0.06% of portfolio | low |
| Q1 2026 as of | Add | Marriott International Inc/MD Common stock | $2.0K | +6 +0.71% | 851 0.03% of portfolio | low |
| Q1 2026 as of | Add | Fortinet Inc Common stock | $2.0K | +24 +0.60% | 4,029 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 011532108 Common stock | $-1.9K | -43 -0.21% | 20,055 0.10% of portfolio | low |
| Q1 2026 as of | Add | Cardinal Health Inc Common stock | $1.9K | +9 +0.23% | 3,907 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Construction Partners Inc Common stock | $-1.9K | -17 -0.27% | 6,280 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Viavi Solutions Inc. Common stock | $-1.9K | -56 -0.26% | 21,789 0.08% of portfolio | low |
| Q1 2026 as of | Trim | P5626F128 Common stock | $-1.8K | -35 -0.32% | 10,744 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 808524706 Common stock | $-1.7K | -53 -0.36% | 14,478 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Banc of California, Inc. Common stock | $-1.7K | -95 -0.28% | 33,241 0.07% of portfolio | low |
| Q1 2026 as of | Add | ExlService Holdings Inc Common stock | $1.6K | +53 +0.34% | 15,644 0.05% of portfolio | low |
| Q1 2026 as of | Add | Regeneron Pharmaceuticals, Inc. Common stock | $1.5K | +2 +0.15% | 1,299 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Fnb CORP/PA Common stock | $-1.5K | -92 -0.05% | 191,163 0.36% of portfolio | low |
| Q1 2026 as of | Add | Waters Corp Common stock | $1.5K | +5 +0.29% | 1,733 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 33738D101 Common stock | $-1.5K | -34 -0.24% | 14,257 0.07% of portfolio | low |
| Q1 2026 as of | Add | 92189F486 Common stock | $1.5K | +58 +0.71% | 8,192 0.02% of portfolio | low |
| Q1 2026 as of | Add | 697900108 Common stock | $1.5K | +27 +0.11% | 24,773 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Palomar Holdings, Inc. Common stock | $-1.4K | -12 -0.28% | 4,327 0.06% of portfolio | low |
| Q1 2026 as of | Add | Csx Corp Common stock | $1.3K | +32 +0.10% | 33,672 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Eastern Bankshares, Inc. Common stock | $-1.3K | -67 -0.29% | 22,840 0.05% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $1.3K | +3 +0.03% | 10,414 0.50% of portfolio | low |
| Q1 2026 as of | Add | Cencora Inc Common stock | $1.3K | +4 +0.03% | 14,439 0.51% of portfolio | low |
| Q1 2026 as of | Trim | American Healthcare REIT, Inc. Common stock | $-1.2K | -25 -0.29% | 8,496 0.05% of portfolio | low |
| Q1 2026 as of | Trim | MP Materials Corp. / DE Common stock | $-1.2K | -24 -0.25% | 9,450 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-1.1K | -4 -0.18% | 2,201 0.07% of portfolio | low |
| Q1 2026 as of | Trim | GRAIL, Inc. Common stock | $-982 | -19 -0.22% | 8,546 0.05% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-873 | -1 -0.06% | 1,610 0.16% of portfolio | low |
| Q1 2026 as of | Add | 13321L108 Common stock | $760 | +7 +0.10% | 7,163 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Happen, Inc. Common stock | $-759 | -53 -0.29% | 18,229 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 296006109 Common stock | $-745 | -28 -0.13% | 20,828 0.06% of portfolio | low |
| Q1 2026 as of | Add | SSB SouthState Bank Corp Common Stock | $648 | +7 +0.11% | 6,471 0.07% of portfolio | low |
| Q1 2026 as of | Add | 78464A300 Common stock | $567 | +6 +0.20% | 3,049 0.03% of portfolio | low |
| Q1 2026 as of | Add | 25434V708 Common stock | $544 | +14 +0.25% | 5,663 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Extra Space Storage Inc Common stock | $-525 | -4 -0.26% | 1,542 0.02% of portfolio | low |
| Q1 2026 as of | Trim | G93A5A101 Common stock | $-514 | -7 -0.12% | 6,069 0.05% of portfolio | low |
| Q1 2026 as of | Add | AdvanSix Inc. Common stock | $512 | +21 +0.12% | 17,899 0.05% of portfolio | low |
| Q1 2026 as of | Add | 464287663 Common stock | $511 | +5 +0.14% | 3,492 0.04% of portfolio | low |
| Q1 2026 as of | Add | ONEOK Inc Common stock | $452 | +5 +0.02% | 23,515 0.24% of portfolio | low |
| Q1 2026 as of | Trim | 922908553 Common stock | $-444 | -5 -0.16% | 3,165 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Gorman Rupp Co Common stock | $-435 | -7 -0.12% | 5,898 0.04% of portfolio | low |
| Q1 2026 as of | Add | Stellar Bancorp, Inc. Common stock | $403 | +11 +0.07% | 16,096 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Idex Corp /De Common stock | $-379 | -2 -0.16% | 1,229 0.03% of portfolio | low |