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 | PROCTER & GAMBLE Co Common stock | $47.2K | +327 +2.63% | 12,744 0.08% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $47.1K | +520 +5.95% | 9,256 0.04% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $46.7K | +192 +16.67% | 1,344 0.02% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $42.9K | +177 +1.99% | 9,053 0.10% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $41.1K | +474 +12.82% | 4,171 0.02% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $39.0K | +55 +2.70% | 2,092 0.07% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $37.2K | +142 +6.68% | 2,268 0.03% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $36.2K | +126 +0.37% | 34,580 0.46% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $26.1K | +168 +3.10% | 5,590 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $24.6K | +128 +1.69% | 7,711 0.07% of portfolio | low |
| Q1 2026 as of | Add | 464288638 Common stock | $22.7K | +426 +7.15% | 6,386 0.02% of portfolio | low |
| Q1 2026 as of | Add | Phillips 66 Common stock | $22.2K | +122 +3.88% | 3,267 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464288661 Common stock | $14.8K | +125 +2.90% | 4,441 0.02% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $13.0K | +135 +1.27% | 10,751 0.05% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $12.1K | +100 +3.64% | 2,844 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $10.2K | +96 +1.59% | 6,131 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $8.3K | +158 +2.52% | 6,428 0.02% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $7.1K | +62 +2.05% | 3,081 0.02% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $6.3K | +43 +0.64% | 6,803 0.05% of portfolio | low |
| Q1 2026 as of | Add | Aon plc Common stock | $3.6K | +11 +0.01% | 98,353 1.46% of portfolio | low |
| Q1 2026 as of | Add | Allstate Corp Common stock | $3.1K | +15 +0.69% | 2,201 0.02% of portfolio | low |
| Q1 2026 as of | Add | TE Connectivity PLC Common stock | $2.3K | +11 +0.58% | 1,919 0.02% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $2.2K | +12 +0.30% | 4,023 0.03% of portfolio | low |
| Q1 2026 as of | Add | 37960A529 Common stock | $992 | +14 +0.28% | 5,057 0.02% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $743 | +2 +0.09% | 2,247 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46137V431 Common stock | $538 | +5 +0.16% | 3,178 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46138G664 Common stock | $454 | +9 +0.05% | 17,284 0.04% of portfolio | low |
| Q1 2026 as of | Add | 808524409 Common stock | $31 | +1 +<0.01% | 19,347 0.03% of portfolio | low |