Institutions / Forvis Mazars Wealth Advisors, LLC / Activity
Activity — Forvis Mazars Wealth Advisors, LLC
369 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 922908769 Common stock | $46.99M | +146K +3.02% | 4,998,917 30.44% of portfolio | medium |
| Q1 2026 as of | Add | 922020748 Common stock | $26.12M | +338K +19.70% | 2,051,110 3.01% of portfolio | medium |
| Q1 2026 as of | Add | T Rowe Price ETF Inc Common stock | $16.49M | +403K +17.55% | 2,700,185 2.10% of portfolio | medium |
| Q1 2026 as of | Add | 46654Q724 Common stock | $16.44M | +257K +9.75% | 2,894,024 3.51% of portfolio | medium |
| Q1 2026 as of | Add | 00775Y256 Common stock | $13.84M | +514K +504.07% | 616,138 0.31% of portfolio | medium |
| Q1 2026 as of | Add | 25434V732 Common stock | $9.32M | +270K +9.56% | 3,091,483 2.03% of portfolio | medium |
| Q1 2026 as of | Add | 922042775 Common stock | $9.19M | +122K +1.65% | 7,552,483 10.77% of portfolio | medium |
| Q1 2026 as of | Trim | Transocean Ltd. Common stock | $-8.55M | -1.3M -44.00% | 1,641,917 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | 922908363 Common stock | $-7.70M | -13K -5.46% | 223,124 2.53% of portfolio | medium |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-6.00M | -65K -75.25% | 21,282 0.04% of portfolio | medium |
| Q1 2026 as of | Add | 316188309 Common stock | $5.03M | +110K +4.07% | 2,818,729 2.44% of portfolio | medium |
| Q1 2026 as of | Add | 464287226 Common stock | $4.48M | +45K +3.05% | 1,525,036 2.87% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-3.55M | -20K -7.35% | 257,118 0.85% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $3.03M | +5K +2.78% | 171,207 2.12% of portfolio | low |
| Q1 2026 as of | Trim | 921910873 Common stock | $-3.01M | -13K -6.77% | 175,411 0.79% of portfolio | low |
| Q1 2026 as of | Trim | 25434V104 Common stock | $-2.44M | -54K -17.86% | 248,284 0.21% of portfolio | low |
| Q1 2026 as of | Trim | 25434V708 Common stock | $-2.41M | -62K -3.91% | 1,520,771 1.12% of portfolio | low |
| Q1 2026 as of | Trim | 25434V765 Common stock | $-2.22M | -69K -17.07% | 335,452 0.21% of portfolio | low |
| Q1 2026 as of | Trim | 808524805 Common stock | $-2.18M | -88K -4.83% | 1,736,627 0.82% of portfolio | low |
| Q1 2026 as of | Trim | Plains All American Pipeline LP Common stock | $-2.01M | -90K -50.69% | 87,542 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46641Q647 Common stock | $1.90M | +38K +3.10% | 1,268,632 1.20% of portfolio | low |
| Q1 2026 as of | Trim | 922908736 Common stock | $-1.64M | -4K -6.74% | 51,989 0.43% of portfolio | low |
| Q1 2026 as of | Trim | 464288273 Common stock | $-1.44M | -18K -3.09% | 576,024 0.86% of portfolio | low |
| Q1 2026 as of | Trim | 25434V609 Common stock | $-1.41M | -23K -4.47% | 483,448 0.57% of portfolio | low |
| Q1 2026 as of | Trim | 78463X848 Common stock | $-1.37M | -37K -5.53% | 636,965 0.44% of portfolio | low |
| Q1 2026 as of | Trim | 25434V831 Common stock | $-1.35M | -37K -3.63% | 976,048 0.68% of portfolio | low |
| Q1 2026 as of | Trim | 45782C813 Common stock | $-1.29M | -28K -17.61% | 131,169 0.11% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.26M | -15K -1.90% | 752,870 1.24% of portfolio | low |
| Q1 2026 as of | Trim | 45782C508 Common stock | $-1.24M | -27K -18.80% | 116,120 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 25434V799 Common stock | $-1.19M | -33K -10.60% | 282,074 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Jack Henry & Associates Inc Common stock | $-1.18M | -7K -5.56% | 126,797 0.38% of portfolio | low |
| Q1 2026 as of | Trim | 25434V500 Common stock | $-1.12M | -16K -5.75% | 257,652 0.35% of portfolio | low |
| Q1 2026 as of | Trim | 25434V880 Common stock | $-1.11M | -33K -15.36% | 180,183 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-1.09M | -2K -7.58% | 18,770 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 922908751 Common stock | $-1.07M | -4K -5.07% | 76,335 0.38% of portfolio | low |
| Q1 2026 as of | Trim | 46432F842 Common stock | $-999.1K | -11K -5.96% | 174,227 0.30% of portfolio | low |
| Q1 2026 as of | Trim | 45782C870 Common stock | $-969.8K | -24K -15.45% | 133,368 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-952.4K | -3K -3.74% | 85,179 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Netflix Inc Common stock | $-932.3K | -10K -34.94% | 18,054 0.03% of portfolio | low |
| Q1 2026 as of | Add | 808524102 Common stock | $906.5K | +36K +0.58% | 6,230,006 2.97% of portfolio | low |
| Q1 2026 as of | Trim | 45782C797 Common stock | $-894.0K | -21K -11.31% | 162,659 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Quanta Services Inc Common stock | $-859.8K | -2K -5.73% | 25,781 0.27% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-848.0K | -6K -1.73% | 338,550 0.92% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $799.8K | +4K +6.00% | 67,859 0.27% of portfolio | low |
| Q1 2026 as of | Trim | 45783Y814 Common stock | $-665.3K | -13K -10.94% | 109,606 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 46137V357 Common stock | $-657.7K | -3K -4.02% | 81,782 0.30% of portfolio | low |
| Q1 2026 as of | Trim | 464287481 Common stock | $-653.5K | -5K -4.79% | 101,302 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 25434V781 Common stock | $-652.9K | -17K -17.95% | 75,657 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-652.3K | -4K -7.83% | 52,167 0.15% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-607.0K | -660 -1.53% | 42,462 0.74% of portfolio | low |