Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
220 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-68.7K | -192 -1.95% | 9,654 0.16% 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 | Chevron Corp Common stock | $71.8K | +347 +5.28% | 6,917 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-78.1K | -675 -8.25% | 7,504 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-80.2K | -500 -10.62% | 4,210 0.03% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-83.9K | -435 -0.17% | 262,779 2.33% 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 | Trim | N3167Y103 Common stock | $-84.6K | -250 -14.14% | 1,518 0.02% 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 | Trim | Waste Management Inc Common stock | $-89.4K | -389 -2.90% | 13,031 0.14% 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 | EPD Enterprise Products Partners L.P. MLP | $94.6K | +3K +5.84% | 45,272 0.08% 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 | Trim | Agilent Technologies Inc Common stock | $-98.0K | -860 -29.97% | 2,010 0.01% 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 | Trim | 464287234 Common stock | $-105.4K | -2K -6.68% | 25,911 0.07% 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 | Trim | Mcdonald'S Corp Common stock | $-112.5K | -362 -7.05% | 4,771 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 780259305 Common stock | $-113.9K | -1K -3.62% | 32,627 0.14% 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 | New | NovoCure Ltd Common stock | $136.9K | +13K | 12,564 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Equinix Inc Common stock | $-137.2K | -140 -11.24% | 1,106 0.05% 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 | Trim | Lowes Companies Inc Common stock | $-151.2K | -640 -2.92% | 21,247 0.23% 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 | Warren E. Buffett Common stock | $159.1K | +332 +0.25% | 134,309 2.96% 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 | 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 | Exit | NIKE, Inc. Common stock | $-200.8K | -3K -100.00% | 0 | 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 | Southern Co Common stock | $206.4K | +2K | 2,139 <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 | Exit | 81369Y605 Common stock | $-211.5K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 464288752 Common stock | $-211.9K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | Sandisk Corp Common stock | $212.2K | +334 | 334 <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 | Trim | Five Below Inc Common stock | $-219.8K | -962 -32.48% | 2,000 0.02% 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 | Trim | Accenture plc Common stock | $-222.8K | -1K -40.07% | 1,681 0.02% 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 | Exit | Danaher Corp /De Common stock | $-223.4K | -976 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Comcast Corp. Common stock | $-224.5K | -8K -100.00% | 0 | low |
| Q1 2026 as of | New | FedEx Corp Common stock | $225.8K | +634 | 634 0.01% of portfolio | low |
| Q1 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-226.8K | -5K -100.00% | 0 | 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 | ONEOK Inc Common stock | $237.6K | +3K | 2,629 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 |