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 | Visa Inc Common stock | $491.7K | +2K +7.40% | 23,614 0.33% 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 | Trim | 78468R853 Common stock | $-417.1K | -9K -9.99% | 77,820 0.17% of portfolio | 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 | Exit | Ares Management Corporation Common stock | $-396.5K | -2K -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 | Watsco, Inc. Common stock | $-345.0K | -1K -100.00% | 0 | 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 | Add | 92189F676 Common stock | $339.3K | +885 +118.47% | 1,632 0.03% 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 | Exit | Qualcomm INC/DE Common stock | $-275.2K | -2K -100.00% | 0 | 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 | Trim | International Business Machines Corp Common stock | $-253.5K | -1K -28.54% | 2,619 0.03% 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 | Exit | iShares MSCI UAE ETF Common stock | $-226.8K | -5K -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 | Comcast Corp. Common stock | $-224.5K | -8K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Danaher Corp /De Common stock | $-223.4K | -976 -100.00% | 0 | 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 | Trim | Accenture plc Common stock | $-222.8K | -1K -40.07% | 1,681 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 | Five Below Inc Common stock | $-219.8K | -962 -32.48% | 2,000 0.02% 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 | Exit | 464288752 Common stock | $-211.9K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 81369Y605 Common stock | $-211.5K | -4K -100.00% | 0 | 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 | Exit | NIKE, Inc. Common stock | $-200.8K | -3K -100.00% | 0 | 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 | Add | CME Group Inc Common stock | $195.8K | +663 +0.61% | 110,120 1.50% 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 | Applied Materials Inc /De Common stock | $170.9K | +500 +8.17% | 6,620 0.10% 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 | Warren E. Buffett Common stock | $159.1K | +332 +0.25% | 134,309 2.96% 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 | Trim | Lowes Companies Inc Common stock | $-151.2K | -640 -2.92% | 21,247 0.23% 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 | Equinix Inc Common stock | $-137.2K | -140 -11.24% | 1,106 0.05% of portfolio | low |
| Q1 2026 as of | New | NovoCure Ltd Common stock | $136.9K | +13K | 12,564 <0.01% of portfolio | low |