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 | KKR & Co. Inc. Common stock | $-27.3K | -295 -5.18% | 5,404 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-26.6K | -334 -2.58% | 12,630 0.05% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $26.1K | +168 +3.10% | 5,590 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-24.9K | -110 -2.79% | 3,836 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $24.6K | +128 +1.69% | 7,711 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 464288877 Common stock | $-23.4K | -315 -7.73% | 3,761 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287804 Common stock | $-23.1K | -186 -1.04% | 17,642 0.10% of portfolio | low |
| Q1 2026 as of | Add | 464288638 Common stock | $22.7K | +426 +7.15% | 6,386 0.02% of portfolio | low |
| Q1 2026 as of | Add | Phillips 66 Common stock | $22.2K | +122 +3.88% | 3,267 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Cigna Group Common stock | $-21.3K | -80 -5.72% | 1,319 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-20.2K | -154 -2.24% | 6,729 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-19.9K | -98 -7.84% | 1,152 0.01% of portfolio | low |
| Q1 2026 as of | Trim | CBRE Group Inc Common stock | $-19.2K | -142 -5.72% | 2,342 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287226 Common stock | $-19.2K | -193 -7.36% | 2,429 0.01% of portfolio | low |
| Q1 2026 as of | Trim | W.w. Grainger, Inc. Common stock | $-18.6K | -17 -5.26% | 306 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Atmos Energy Corp Common stock | $-18.3K | -99 -0.57% | 17,332 0.15% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-17.3K | -18 -2.30% | 763 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Autozone Inc Common stock | $-16.9K | -5 -7.46% | 62 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Annaly Capital Management Inc Common stock | $-16.2K | -765 -3.79% | 19,407 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Horton D R Inc /De Common stock | $-16.1K | -117 -1.46% | 7,905 0.05% 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 |
| 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 | Lockheed Martin Corp Common stock | $-14.5K | -24 -2.72% | 859 0.02% 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 | Add | Walt Disney Co Common stock | $13.0K | +135 +1.27% | 10,751 0.05% 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 | Trim | Microsoft Corp Common stock | $-12.2K | -33 -0.02% | 202,583 3.45% 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 | Cisco Systems, Inc. Common stock | $-11.5K | -148 -1.69% | 8,630 0.03% 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 | American Water Works Company, Inc. Common stock | $-10.3K | -76 -3.33% | 2,204 0.01% 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 | Add | 464288646 Common stock | $8.3K | +158 +2.52% | 6,428 0.02% 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 | Trim | Dow Inc. Common stock | $-7.1K | -170 -0.71% | 23,621 0.05% 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 | 92204A702 Common stock | $-7.0K | -10 -2.24% | 436 0.01% 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 | Arthur J. Gallagher & Co. Common stock | $-6.9K | -32 -1.84% | 1,708 0.02% 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 | ServiceNow Inc Common stock | $-6.3K | -60 -2.63% | 2,220 0.01% 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 | American Express Co Common stock | $-5.1K | -17 -0.27% | 6,184 0.09% 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 | Cencora Inc Common stock | $-4.7K | -15 -0.55% | 2,699 0.04% 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 | Schwab Charles Corp Common stock | $-4.0K | -43 -1.38% | 3,078 0.01% 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 | Add | Aon plc Common stock | $3.6K | +11 +0.01% | 98,353 1.46% 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 |