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Ballentine Partners, LLC

Quarter-over-quarter position changes

1,034 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
NewFIRST MID BANCSHARES, INC.Mar 31, 2026+1,672,486New1,672,486$68.89Mhigh
AddedG6683N103Mar 31, 2026+4,647,451>1000%4,668,926$66.78Mhigh
Trimmed922908769Mar 31, 2026-116,935-2.1%5,541,921$37.51Mmedium
Added46432F842Mar 31, 2026+267,559+4.2%6,663,055$24.22Mmedium
TrimmedCircle Internet Group, Inc.CRCLMar 31, 2026-168,444-73%62,993$16.07Mmedium
Added46434G103Mar 31, 2026+209,357+5.2%4,271,360$14.60Mmedium
TrimmedMICRON TECHNOLOGY INCMar 31, 2026-33,161-35%61,961$11.20Mmedium
TrimmediShares MSCI UAE ETFMar 31, 2026-48,560-1.5%3,185,211$6.92Mmedium
Added922908363Mar 31, 2026+11,444+11%114,238$6.84Mmedium
Added25434V708Mar 31, 2026+174,262+377%220,432$6.77Mmedium
Added921943858Mar 31, 2026+91,523+1.9%5,017,663$5.86Mmedium
AddedMICROSOFT CORPMar 31, 2026+12,638+6.5%206,209$4.68Mlow
Added381430396Mar 31, 2026+50,415+20%306,229$4.66Mlow
Added922908553Mar 31, 2026+52,479+3.5%1,558,678$4.65Mlow
AddedAlphabet Inc.Mar 31, 2026+14,788+9.1%177,873$4.25Mlow
NewG0593M107Mar 31, 2026+20,254New20,254$3.99Mlow
AddedAlphabet Inc.Mar 31, 2026+13,828+13%122,153$3.97Mlow
Trimmed464285204Mar 31, 2026-42,213-30%100,671$3.72Mlow
AddedAmazon.com IncMar 31, 2026+17,197+9.2%204,324$3.58Mlow
AddedNVIDIA CorpMar 31, 2026+19,981+4.2%497,183$3.48Mlow
AddedApple Inc.Mar 31, 2026+13,637+3.6%391,182$3.46Mlow
Added46090E103Mar 31, 2026+5,987+20%35,264$3.46Mlow
NewG0250X149Mar 31, 2026+86,454New86,454$3.44Mlow
Exited046353108Mar 31, 2026-36,623-100%0$3.37Mlow
AddedHUBSPOT INCMar 31, 2026+13,075+82%29,060$3.19Mlow
AddediShares MSCI UAE ETFMar 31, 2026+44,619+1.9%2,420,129$2.99Mlow
Added922042676Mar 31, 2026+66,273+4.4%1,580,995$2.95Mlow
Added464287689Mar 31, 2026+7,282+5.5%138,977$2.70Mlow
Trimmed922908637Mar 31, 2026-9,030-2.3%380,612$2.70Mlow
New464288117Mar 31, 2026+59,000New59,000$2.42Mlow
Added464287614Mar 31, 2026+5,427+11%56,341$2.31Mlow
Added464287200Mar 31, 2026+3,051+0.8%368,896$1.99Mlow
Added922908736Mar 31, 2026+4,524+70%11,015$1.98Mlow
Added922042858Mar 31, 2026+35,149+1.3%2,832,034$1.90Mlow
Added922908744Mar 31, 2026+9,403+23%50,439$1.84Mlow
Added81369Y803Mar 31, 2026+12,966+46%40,862$1.72Mlow
AddedN07059210Mar 31, 2026+1,262+26%6,201$1.67Mlow
TrimmedDOW INC.Mar 31, 2026-39,920-70%16,831$1.66Mlow
Added922042775Mar 31, 2026+20,938+9.0%254,680$1.57Mlow
Trimmed921908844Mar 31, 2026-7,193-3.7%185,199$1.55Mlow
New46641Q837Mar 31, 2026+30,435New30,435$1.54Mlow
Added921937819Mar 31, 2026+19,201+73%45,685$1.48Mlow
New464287457Mar 31, 2026+17,879New17,879$1.48Mlow
Added78464A508Mar 31, 2026+26,074+460%31,737$1.48Mlow
Added922908751Mar 31, 2026+5,601+12%52,702$1.47Mlow
ExitedJ & J Snack Foods CorpMar 31, 2026-16,211-100%0$1.46Mlow
TrimmedROBLOX CorpMar 31, 2026-25,393-32%53,612$1.44Mlow
Exited464288646Mar 31, 2026-26,720-100%0$1.41Mlow
Added13321L108Mar 31, 2026+12,483+264%17,209$1.36Mlow
AddedBANK OF AMERICA CORP /DEMar 31, 2026+27,086+18%177,093$1.32Mlow
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