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 | 808524409 Common stock | $31 | +1 +<0.01% | 19,347 0.03% 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 | 46137V431 Common stock | $538 | +5 +0.16% | 3,178 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 71654V101 Common stock | $-581 | -31 -0.03% | 117,495 0.10% 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 | Trim | Welltower, Inc. Common stock | $-791 | -4 -0.12% | 3,200 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 | Trim | 132061201 Common stock | $-1.2K | -16 -0.25% | 6,363 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464285204 Common stock | $-1.4K | -16 -0.12% | 13,029 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-1.5K | -11 -0.37% | 2,943 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 Common stock | $-1.9K | -28 -0.57% | 4,849 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-1.9K | -32 -0.21% | 15,553 0.04% 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 | Trim | Citigroup Inc Common stock | $-2.3K | -20 -0.79% | 2,503 0.01% 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 | Trim | 808524607 Common stock | $-2.8K | -96 -1.27% | 7,458 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Archer-Daniels-Midland Co Common stock | $-2.9K | -40 -1.09% | 3,637 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-2.9K | -10 -0.96% | 1,033 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-3.0K | -6 -1.00% | 592 0.01% 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 | Trim | Philip Morris International Inc. Common stock | $-3.3K | -20 -0.61% | 3,258 0.02% 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 | Trim | S&P Global Inc. Common stock | $-3.8K | -9 -0.60% | 1,495 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Schwab Charles Corp Common stock | $-4.0K | -43 -1.38% | 3,078 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 808524300 Common stock | $-4.2K | -144 -0.89% | 16,040 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Cencora Inc Common stock | $-4.7K | -15 -0.55% | 2,699 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-4.8K | -11 -1.67% | 648 0.01% of portfolio | low |
| Q1 2026 as of | Trim | American Express Co Common stock | $-5.1K | -17 -0.27% | 6,184 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-5.4K | -60 -1.51% | 3,916 0.02% of portfolio | low |
| Q1 2026 as of | Trim | ServiceNow Inc Common stock | $-6.3K | -60 -2.63% | 2,220 0.01% 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 | Trim | Arthur J. Gallagher & Co. Common stock | $-6.9K | -32 -1.84% | 1,708 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-7.0K | -58 -0.67% | 8,610 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-7.0K | -10 -2.24% | 436 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287440 Common stock | $-7.1K | -74 -0.96% | 7,645 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Dow Inc. Common stock | $-7.1K | -170 -0.71% | 23,621 0.05% 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 | 464288646 Common stock | $8.3K | +158 +2.52% | 6,428 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 | Trim | American Water Works Company, Inc. Common stock | $-10.3K | -76 -3.33% | 2,204 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-11.3K | -23 -3.20% | 695 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-11.5K | -148 -1.69% | 8,630 0.03% 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 | Trim | Microsoft Corp Common stock | $-12.2K | -33 -0.02% | 202,583 3.45% of portfolio | low |
| Q1 2026 as of | Trim | Xcel Energy Inc Common stock | $-12.7K | -160 -3.15% | 4,925 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 | Trim | 922908637 Common stock | $-13.7K | -46 -0.44% | 10,489 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-14.5K | -24 -2.72% | 859 0.02% 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 | Trim | Altria Group, Inc. Common stock | $-15.9K | -241 -4.45% | 5,171 0.02% of portfolio | low |