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 | Texas Instruments Inc Common stock | $2.89M | +15K +15.40% | 111,662 1.00% of portfolio | low |
| Q1 2026 as of | Add | 74933W452 Common stock | $3.46M | +69K +5.22% | 1,398,165 3.21% of portfolio | low |
| Q1 2026 as of | Add | 92206C847 Common stock | $3.83M | +69K +27.26% | 322,604 0.82% of portfolio | low |
| Q1 2026 as of | Add | Motorola Solutions, Inc. Common stock | $4.14M | +10K +19.36% | 58,833 1.18% of portfolio | low |
| Q1 2026 as of | Add | 61774R833 Common stock | $4.14M | +86K +261.66% | 118,867 0.26% of portfolio | low |
| Q1 2026 as of | Add | 47103U845 Common stock | $4.51M | +90K +5.93% | 1,598,343 3.71% of portfolio | low |
| Q1 2026 as of | Add | 46090E103 Common stock | $4.86M | +8K +18.38% | 54,214 1.44% of portfolio | low |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $5.03M | +43K +90.77% | 89,399 0.49% of portfolio | medium |
| Q1 2026 as of | Exit | 670100205 Common stock | $-7.16M | -141K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | 92189F643 Common stock | $-10.98M | -114K -70.91% | 46,605 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-12.77M | -14K -89.07% | 1,704 0.07% of portfolio | medium |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-17.80M | -93K -16.91% | 455,785 4.03% of portfolio | medium |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-22.08M | -130K -77.53% | 37,719 0.29% of portfolio | medium |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-23.31M | -72K -94.75% | 3,965 0.06% of portfolio | medium |
| Q1 2026 as of | New | Moody's Corp Common stock | $23.75M | +54K | 54,448 1.09% of portfolio | medium |
| Q1 2026 as of | Trim | Nvr Inc Common stock | $-25.81M | -4K -97.58% | 97 0.03% of portfolio | medium |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-26.73M | -288K -98.28% | 5,043 0.02% of portfolio | medium |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-40.31M | -324K -92.03% | 28,094 0.16% of portfolio | medium |
| Q1 2026 as of | Add | 921909768 Common stock | $57.66M | +748K +5008.47% | 762,643 2.71% of portfolio | high |
| Q1 2026 as of | Add | 922908769 Common stock | $131.34M | +409K +212.78% | 601,790 8.89% of portfolio | high |