Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
23 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Moody's Corp Common stock | $23.75M | +54K | 54,448 1.09% of portfolio | medium |
| Q1 2026 as of | New | G0593M107 Common stock | $2.28M | +12K | 11,584 0.11% of portfolio | low |
| Q1 2026 as of | New | Piper Sandler Cos Common stock | $449.8K | +6K | 5,876 0.02% of portfolio | low |
| Q1 2026 as of | New | Occidental Petroleum Corp /De Common stock | $422.7K | +7K | 6,503 0.02% of portfolio | low |
| Q1 2026 as of | New | 25434V880 Common stock | $417.3K | +12K | 12,285 0.02% of portfolio | low |
| Q1 2026 as of | New | The Boeing Company Common stock | $344.1K | +2K | 1,729 0.02% of portfolio | low |
| Q1 2026 as of | New | Western Midstream Partners LP Common stock | $329.4K | +8K | 8,000 0.02% of portfolio | low |
| Q1 2026 as of | New | 00162Q452 Common stock | $325.9K | +6K | 6,190 0.02% of portfolio | low |
| Q1 2026 as of | New | ConocoPhillips Common stock | $324.2K | +2K | 2,456 0.01% of portfolio | low |
| Q1 2026 as of | New | Western Digital Corp Common stock | $308.4K | +1K | 1,140 0.01% of portfolio | low |
| Q1 2026 as of | New | Lam Research Corp Common stock | $282.9K | +1K | 1,324 0.01% of portfolio | low |
| Q1 2026 as of | New | Illinois Tool Works Inc Common stock | $249.3K | +958 | 958 0.01% of portfolio | low |
| Q1 2026 as of | New | Kimberly Clark Corp Common stock | $237.8K | +2K | 2,465 0.01% of portfolio | low |
| Q1 2026 as of | New | ONEOK Inc Common stock | $237.6K | +3K | 2,629 0.01% of portfolio | low |
| Q1 2026 as of | New | GE Vernova Inc. Common stock | $227.9K | +261 | 261 0.01% of portfolio | low |
| Q1 2026 as of | New | FedEx Corp Common stock | $225.8K | +634 | 634 0.01% of portfolio | low |
| Q1 2026 as of | New | Plains All American Pipeline LP Common stock | $223.3K | +10K | 10,000 0.01% of portfolio | low |
| Q1 2026 as of | New | Entergy Corp /De Common stock | $217.3K | +2K | 1,934 0.01% of portfolio | low |
| Q1 2026 as of | New | Sandisk Corp Common stock | $212.2K | +334 | 334 <0.01% of portfolio | low |
| Q1 2026 as of | New | Nucor Corp Common stock | $211.4K | +1K | 1,250 <0.01% of portfolio | low |
| Q1 2026 as of | New | Southern Co Common stock | $206.4K | +2K | 2,139 <0.01% of portfolio | low |
| Q1 2026 as of | New | Vse Corp Common stock | $202.5K | +1K | 1,098 <0.01% of portfolio | low |
| Q1 2026 as of | New | NovoCure Ltd Common stock | $136.9K | +13K | 12,564 <0.01% of portfolio | low |