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 | 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 | 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 | 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 | Add | 921943858 Common stock | $995.7K | +16K +6.89% | 241,193 0.71% 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 | The Goldman Sachs Group, Inc. Common stock | $626.0K | +740 +115.09% | 1,383 0.05% 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 | 464287200 Common stock | $514.7K | +788 +20.11% | 4,707 0.14% 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 | Unitedhealth Group Inc Common stock | $358.3K | +1K +1.19% | 112,471 1.40% 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 | Cummins Inc Common stock | $264.2K | +491 +69.25% | 1,200 0.03% 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 | Costco Wholesale Corp /New Common stock | $200.3K | +201 +6.18% | 3,451 0.16% 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 | 464287523 Common stock | $195.6K | +595 +24.96% | 2,979 0.05% of portfolio | low |
| 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 | 27828Y108 Common stock | $164.5K | +12K +17.29% | 81,633 0.05% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $159.1K | +332 +0.25% | 134,309 2.96% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $153.4K | +2K +53.33% | 5,092 0.02% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $143.3K | +333 +2.86% | 11,982 0.24% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $134.6K | +3K +21.25% | 15,297 0.04% of portfolio | low |
| Q1 2026 as of | Add | Vici Properties Inc. Common stock | $109.3K | +4K +6.60% | 64,612 0.08% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $105.0K | +370 +20.30% | 2,193 0.03% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $96.9K | +589 +18.37% | 3,796 0.03% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $94.6K | +3K +5.84% | 45,272 0.08% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $91.3K | +3K +12.98% | 28,295 0.04% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $85.5K | +260 +0.30% | 88,191 1.34% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $84.2K | +429 +6.09% | 7,477 0.07% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $71.8K | +347 +5.28% | 6,917 0.07% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $71.4K | +735 +25.40% | 3,629 0.02% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $66.6K | +320 +0.10% | 320,958 3.08% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $57.6K | +186 +0.10% | 192,804 2.75% of portfolio | low |
| Q1 2026 as of | Add | 922908736 Common stock | $57.2K | +131 +3.14% | 4,306 0.09% of portfolio | low |
| Q1 2026 as of | Add | 46428Q109 Common stock | $56.3K | +826 +12.22% | 7,587 0.02% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $54.7K | +269 +12.48% | 2,424 0.02% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $54.6K | +97 +0.18% | 52,657 1.37% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $53.3K | +245 +2.31% | 10,851 0.11% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $53.2K | +93 +0.12% | 78,518 2.07% of portfolio | low |