Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
78 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $170.9K | +500 +8.17% | 6,620 0.10% of portfolio | low |
| Q1 2026 as of | Add | 464287523 Common stock | $195.6K | +595 +24.96% | 2,979 0.05% of portfolio | low |
| Q1 2026 as of | Add | CME Group Inc Common stock | $195.8K | +663 +0.61% | 110,120 1.50% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $200.3K | +201 +6.18% | 3,451 0.16% of portfolio | low |
| Q1 2026 as of | Add | 464287614 Common stock | $222.6K | +522 +9.02% | 6,311 0.12% of portfolio | low |
| Q1 2026 as of | Add | Cummins Inc Common stock | $264.2K | +491 +69.25% | 1,200 0.03% of portfolio | low |
| Q1 2026 as of | Add | 92189F676 Common stock | $339.3K | +885 +118.47% | 1,632 0.03% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $358.3K | +1K +1.19% | 112,471 1.40% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $491.7K | +2K +7.40% | 23,614 0.33% 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 | Add | 78462F103 Common stock | $590.5K | +908 +4.36% | 21,756 0.65% 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 | Add | 136385101 Common stock | $658.7K | +14K +18.46% | 86,742 0.19% 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 | Add | 922908363 Common stock | $1.50M | +3K +1.61% | 158,002 4.35% 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 | 46641Q647 Common stock | $1.77M | +35K +170.84% | 56,200 0.13% 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 | Add | Texas Instruments Inc Common stock | $2.89M | +15K +15.40% | 111,662 1.00% 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 | 92206C847 Common stock | $3.83M | +69K +27.26% | 322,604 0.82% 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 | 61774R833 Common stock | $4.14M | +86K +261.66% | 118,867 0.26% 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 | 46090E103 Common stock | $4.86M | +8K +18.38% | 54,214 1.44% of portfolio | low |
| 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 | 921909768 Common stock | $57.66M | +748K +5008.47% | 762,643 2.71% of portfolio | high |
| Q1 2026 as of | Add | 922908769 Common stock | $131.34M | +409K +212.78% | 601,790 8.89% of portfolio | high |