Institutions / Westwood Holdings Group Inc / Activity
Activity — Westwood Holdings Group Inc
443 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $132 | +2 +0.02% | 9,541 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Cms Energy Corp Common stock | $-155 | -2 -0.05% | 4,123 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 785688102 Common stock | $1.0K | +14 +0.26% | 5,377 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 33735B108 Common stock | $-1.3K | -10 -0.50% | 1,977 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-1.3K | -10 -0.33% | 3,010 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Coinbase Global, Inc. Common stock | $-2.3K | -13 -0.33% | 3,933 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | COYA Coya Therapeutics, Inc. Common Stock | $-2.6K | -657 -1.79% | 36,003 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Vail Resorts Inc Common stock | $2.7K | +21 +0.02% | 115,923 0.11% of portfolio | low |
| Q1 2026 as of | Trim | HCA Healthcare, Inc. Common stock | $-2.8K | -6 -0.05% | 11,941 0.04% of portfolio | low |
| Q1 2026 as of | Add | Centerspace Common stock | $4.4K | +76 +0.08% | 100,076 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464287655 Common stock | $4.5K | +18 +0.32% | 5,731 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46434G103 Common stock | $-4.8K | -69 -0.49% | 13,923 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 136375102 Common stock | $5.5K | +54 +1.13% | 4,815 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q217 Common stock | $-7.0K | -102 -3.08% | 3,212 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 921909768 Common stock | $9.7K | +126 +1.75% | 7,328 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $11.0K | +11 +0.12% | 9,276 0.07% of portfolio | low |
| Q1 2026 as of | Add | CME Group Inc Common stock | $13.3K | +45 +1.29% | 3,538 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-14.5K | -100 -4.51% | 2,115 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-15.4K | -51 -0.03% | 150,069 0.33% of portfolio | low |
| Q1 2026 as of | Trim | McCormick & Co Inc Common stock | $-15.8K | -314 -0.39% | 80,277 0.03% of portfolio | low |
| Q1 2026 as of | Add | Smurfit Westrock plc Common stock | $17.4K | +437 +1.21% | 36,459 0.01% of portfolio | low |
| Q1 2026 as of | Add | G02602103 Common stock | $21.9K | +336 +0.14% | 248,417 0.12% of portfolio | low |
| Q1 2026 as of | Trim | ACIC AMERICAN COASTAL INSURANCE Corp Common Stock | $-22.5K | -2K -1.33% | 148,735 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Cadence Design Systems Inc Common stock | $-25.0K | -90 -0.49% | 18,138 0.04% of portfolio | low |
| Q1 2026 as of | Add | Chubb Ltd Common stock | $26.7K | +82 +0.57% | 14,403 0.03% of portfolio | low |
| Q1 2026 as of | Add | 921910840 Common stock | $29.6K | +204 +0.56% | 36,654 0.04% of portfolio | low |
| Q1 2026 as of | Trim | ROBLOX Corp Common stock | $-30.9K | -546 -8.21% | 6,108 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-30.9K | -188 -10.42% | 1,617 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Dick's Sporting Goods Inc Common stock | $-32.3K | -163 -3.40% | 4,625 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Duke Energy Corp Common stock | $-36.3K | -277 -1.46% | 18,709 0.02% of portfolio | low |
| Q1 2026 as of | Trim | BABA Alibaba Group Holding Ltd ADR | $-38.1K | -304 -5.90% | 4,845 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Air Products & Chemicals, Inc. Common stock | $-38.6K | -133 -15.80% | 709 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Renaissancere Holdings Ltd Common stock | $38.9K | +131 +0.17% | 77,511 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Target Corp Common stock | $-39.4K | -325 -1.87% | 17,062 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 697900108 Common stock | $-41.6K | -761 -0.27% | 282,149 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Robinhood Markets, Inc. Common stock | $-42.2K | -609 -5.08% | 11,378 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Arlo Technologies, Inc. Common stock | $-44.5K | -3K -7.22% | 40,144 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-45.4K | -76 -3.73% | 1,964 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-50.9K | -708 -8.89% | 7,260 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Cloudflare, Inc. Common stock | $-52.8K | -256 -7.91% | 2,979 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-53.9K | -336 -6.37% | 4,937 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $54.9K | +373 +2.60% | 14,714 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-59.8K | -170 -1.01% | 16,610 0.04% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $61.7K | +1K +3.76% | 32,247 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Amkor Technology Inc Common stock | $-68.5K | -2K -20.92% | 5,755 <0.01% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $69.2K | +318 +3.82% | 8,635 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Snowflake Inc. Common stock | $-69.2K | -459 -10.26% | 4,013 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $76.7K | +293 +0.97% | 30,385 0.06% of portfolio | low |
| Q1 2026 as of | Add | 90386K571 Common stock | $78.9K | +3K +0.64% | 501,099 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-91.9K | -1K -1.88% | 63,023 0.03% of portfolio | low |