Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
220 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 922908769 Common stock | $131.34M | +409K +212.78% | 601,790 8.89% of portfolio | high |
| Q1 2026 as of | Add | 921909768 Common stock | $57.66M | +748K +5008.47% | 762,643 2.71% of portfolio | high |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-40.31M | -324K -92.03% | 28,094 0.16% of portfolio | medium |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-26.73M | -288K -98.28% | 5,043 0.02% of portfolio | medium |
| Q1 2026 as of | Trim | Nvr Inc Common stock | $-25.81M | -4K -97.58% | 97 0.03% of portfolio | medium |
| Q1 2026 as of | New | Moody's Corp Common stock | $23.75M | +54K | 54,448 1.09% of portfolio | medium |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-23.31M | -72K -94.75% | 3,965 0.06% of portfolio | medium |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-22.08M | -130K -77.53% | 37,719 0.29% of portfolio | medium |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-17.80M | -93K -16.91% | 455,785 4.03% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-12.77M | -14K -89.07% | 1,704 0.07% of portfolio | medium |
| Q1 2026 as of | Trim | 92189F643 Common stock | $-10.98M | -114K -70.91% | 46,605 0.21% of portfolio | medium |
| Q1 2026 as of | Exit | 670100205 Common stock | $-7.16M | -141K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $5.03M | +43K +90.77% | 89,399 0.49% of portfolio | medium |
| Q1 2026 as of | Add | 46090E103 Common stock | $4.86M | +8K +18.38% | 54,214 1.44% of portfolio | low |
| Q1 2026 as of | Add | 47103U845 Common stock | $4.51M | +90K +5.93% | 1,598,343 3.71% of portfolio | low |
| Q1 2026 as of | Add | 61774R833 Common stock | $4.14M | +86K +261.66% | 118,867 0.26% of portfolio | low |
| Q1 2026 as of | Add | Motorola Solutions, Inc. Common stock | $4.14M | +10K +19.36% | 58,833 1.18% of portfolio | low |
| Q1 2026 as of | Add | 92206C847 Common stock | $3.83M | +69K +27.26% | 322,604 0.82% of portfolio | low |
| Q1 2026 as of | Add | 74933W452 Common stock | $3.46M | +69K +5.22% | 1,398,165 3.21% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $2.89M | +15K +15.40% | 111,662 1.00% of portfolio | low |
| Q1 2026 as of | Add | Sherwin Williams Co Common stock | $2.87M | +9K +14.86% | 69,223 1.02% of portfolio | low |
| Q1 2026 as of | Trim | VOYG Voyager Technologies, Inc./DE Common Stock | $-2.71M | -116K -55.43% | 93,267 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.62M | -9K -2.37% | 375,688 4.96% of portfolio | low |
| Q1 2026 as of | Exit | OBDC Blue Owl Capital Corp Common Stock | $-2.44M | -196K -100.00% | 0 | low |
| Q1 2026 as of | New | G0593M107 Common stock | $2.28M | +12K | 11,584 0.11% of portfolio | low |
| Q1 2026 as of | Trim | ARCC Ares Capital Corp Common Stock | $-2.28M | -127K -30.67% | 286,452 0.24% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-2.00M | -11K -2.64% | 423,977 3.41% of portfolio | low |
| Q1 2026 as of | Trim | United Parcel Service Inc Common stock | $-1.93M | -20K -12.72% | 134,645 0.61% of portfolio | low |
| Q1 2026 as of | Add | 46641Q647 Common stock | $1.77M | +35K +170.84% | 56,200 0.13% of portfolio | low |
| Q1 2026 as of | Add | 81369Y209 Common stock | $1.70M | +12K +50.77% | 34,416 0.23% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $1.50M | +3K +1.61% | 158,002 4.35% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-1.03M | -3K -1.19% | 253,519 3.95% of portfolio | low |
| Q1 2026 as of | Trim | 33739Q200 Common stock | $-1.01M | -20K -6.25% | 304,752 0.70% of portfolio | low |
| Q1 2026 as of | Trim | 11271J107 Common stock | $-995.8K | -25K -3.81% | 621,562 1.16% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $995.7K | +16K +6.89% | 241,193 0.71% of portfolio | low |
| Q1 2026 as of | Exit | Marvell Technology, Inc. Common stock | $-845.9K | -10K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Apollo Global Management, Inc. Common stock | $-838.4K | -8K -26.19% | 21,204 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 803054204 Common stock | $-836.9K | -5K -4.60% | 101,445 0.80% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-814.2K | -3K -0.98% | 324,220 3.79% of portfolio | low |
| Q1 2026 as of | Trim | 084670108 Common stock | $-718.1K | -1 -7.14% | 13 0.43% of portfolio | low |
| Q1 2026 as of | Add | 136385101 Common stock | $658.7K | +14K +18.46% | 86,742 0.19% of portfolio | low |
| Q1 2026 as of | Trim | N07059210 Common stock | $-626.1K | -474 -1.10% | 42,728 2.60% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $626.0K | +740 +115.09% | 1,383 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-613.6K | -1K -1.03% | 117,429 2.70% of portfolio | low |
| Q1 2026 as of | Trim | 464287861 Common stock | $-611.5K | -9K -18.24% | 40,337 0.13% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $590.5K | +908 +4.36% | 21,756 0.65% of portfolio | low |
| Q1 2026 as of | Trim | 922040845 Common stock | $-584.3K | -8K -12.89% | 52,182 0.18% of portfolio | low |
| Q1 2026 as of | Trim | 464286392 Common stock | $-544.4K | -3K -0.86% | 349,999 2.90% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $514.7K | +788 +20.11% | 4,707 0.14% of portfolio | low |
| Q1 2026 as of | Exit | Piper Sandler Cos Common stock | $-499.0K | -1K -100.00% | 0 | low |