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 | Allstate Corp Common stock | $3.1K | +15 +0.69% | 2,201 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-3.0K | -6 -1.00% | 592 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-2.9K | -10 -0.96% | 1,033 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Archer-Daniels-Midland Co Common stock | $-2.9K | -40 -1.09% | 3,637 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 808524607 Common stock | $-2.8K | -96 -1.27% | 7,458 <0.01% of portfolio | low |
| Q1 2026 as of | Add | TE Connectivity PLC Common stock | $2.3K | +11 +0.58% | 1,919 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-2.3K | -20 -0.79% | 2,503 0.01% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $2.2K | +12 +0.30% | 4,023 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-1.9K | -32 -0.21% | 15,553 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 Common stock | $-1.9K | -28 -0.57% | 4,849 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-1.5K | -11 -0.37% | 2,943 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464285204 Common stock | $-1.4K | -16 -0.12% | 13,029 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 132061201 Common stock | $-1.2K | -16 -0.25% | 6,363 0.02% of portfolio | low |
| Q1 2026 as of | Add | 37960A529 Common stock | $992 | +14 +0.28% | 5,057 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Welltower, Inc. Common stock | $-791 | -4 -0.12% | 3,200 0.03% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $743 | +2 +0.09% | 2,247 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 71654V101 Common stock | $-581 | -31 -0.03% | 117,495 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46137V431 Common stock | $538 | +5 +0.16% | 3,178 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46138G664 Common stock | $454 | +9 +0.05% | 17,284 0.04% of portfolio | low |
| Q1 2026 as of | Add | 808524409 Common stock | $31 | +1 +<0.01% | 19,347 0.03% of portfolio | low |