Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
220 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Illinois Tool Works Inc Common stock | $249.3K | +958 | 958 0.01% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-253.5K | -1K -28.54% | 2,619 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 | Exit | Qualcomm INC/DE Common stock | $-275.2K | -2K -100.00% | 0 | 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 | Western Digital Corp Common stock | $308.4K | +1K | 1,140 0.01% 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 | 00162Q452 Common stock | $325.9K | +6K | 6,190 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 | Add | 92189F676 Common stock | $339.3K | +885 +118.47% | 1,632 0.03% 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 | Exit | Watsco, Inc. Common stock | $-345.0K | -1K -100.00% | 0 | 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 | Exit | Ares Management Corporation Common stock | $-396.5K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 82509L107 Common stock | $-400.3K | -3K -53.97% | 2,878 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 78468R853 Common stock | $-417.1K | -9K -9.99% | 77,820 0.17% 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 | Occidental Petroleum Corp /De Common stock | $422.7K | +7K | 6,503 0.02% 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 | Add | Visa Inc Common stock | $491.7K | +2K +7.40% | 23,614 0.33% of portfolio | low |
| Q1 2026 as of | Exit | Piper Sandler Cos Common stock | $-499.0K | -1K -100.00% | 0 | 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 | Trim | 464286392 Common stock | $-544.4K | -3K -0.86% | 349,999 2.90% of portfolio | low |
| Q1 2026 as of | Trim | 922040845 Common stock | $-584.3K | -8K -12.89% | 52,182 0.18% 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 | Trim | 464287861 Common stock | $-611.5K | -9K -18.24% | 40,337 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-613.6K | -1K -1.03% | 117,429 2.70% 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 | Trim | N07059210 Common stock | $-626.1K | -474 -1.10% | 42,728 2.60% 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 | Trim | 084670108 Common stock | $-718.1K | -1 -7.14% | 13 0.43% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-814.2K | -3K -0.98% | 324,220 3.79% of portfolio | low |
| Q1 2026 as of | Trim | 803054204 Common stock | $-836.9K | -5K -4.60% | 101,445 0.80% of portfolio | low |
| Q1 2026 as of | Trim | Apollo Global Management, Inc. Common stock | $-838.4K | -8K -26.19% | 21,204 0.11% of portfolio | low |
| Q1 2026 as of | Exit | Marvell Technology, Inc. Common stock | $-845.9K | -10K -100.00% | 0 | 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 | Trim | 11271J107 Common stock | $-995.8K | -25K -3.81% | 621,562 1.16% of portfolio | low |
| Q1 2026 as of | Trim | 33739Q200 Common stock | $-1.01M | -20K -6.25% | 304,752 0.70% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-1.03M | -3K -1.19% | 253,519 3.95% 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 | 81369Y209 Common stock | $1.70M | +12K +50.77% | 34,416 0.23% 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 | Trim | United Parcel Service Inc Common stock | $-1.93M | -20K -12.72% | 134,645 0.61% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-2.00M | -11K -2.64% | 423,977 3.41% of portfolio | low |
| Q1 2026 as of | Trim | ARCC Ares Capital Corp Common Stock | $-2.28M | -127K -30.67% | 286,452 0.24% of portfolio | low |
| Q1 2026 as of | New | G0593M107 Common stock | $2.28M | +12K | 11,584 0.11% of portfolio | low |
| Q1 2026 as of | Exit | OBDC Blue Owl Capital Corp Common Stock | $-2.44M | -196K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.62M | -9K -2.37% | 375,688 4.96% of portfolio | low |
| Q1 2026 as of | Trim | VOYG Voyager Technologies, Inc./DE Common Stock | $-2.71M | -116K -55.43% | 93,267 0.10% 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 |