Institutions / Novare Capital Management LLC / Activity
Activity — Novare Capital Management LLC
121 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Carlisle Companies Inc Common stock | $535.5K | +2K +5.47% | 30,935 0.73% of portfolio | low |
| Q2 2026 as of | Add | Carlisle Companies Inc Common stock | $577.9K | +2K +5.15% | 32,528 0.84% of portfolio | low |
| Q2 2026 as of | Add | 464286772 Common stock | $628.9K | +3K +155.75% | 5,115 0.07% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $880.2K | +9K +9.89% | 101,295 0.69% of portfolio | low |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $944.5K | +5K +2344.69% | 5,525 0.07% of portfolio | low |
| Q2 2026 as of | Add | Uber Technologies, Inc Common stock | $1.06M | +15K +18.87% | 92,565 0.47% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $1.21M | +5K +3.82% | 137,717 2.33% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.68M | +3K +13.34% | 25,281 1.01% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $1.77M | +9K +749.51% | 10,432 0.14% of portfolio | low |
| Q2 2026 as of | Add | 464287309 Common stock | $1.98M | +14K +20.07% | 86,308 0.84% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $2.85M | +9K +16.62% | 66,240 1.42% of portfolio | low |
| Q2 2026 as of | Add | 46090E103 Common stock | $3.24M | +4K +30.80% | 18,708 0.98% of portfolio | low |
| Q2 2026 as of | Add | Broadridge Financial Solutions Inc Common stock | $3.30M | +24K +57.93% | 65,703 0.64% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $4.41M | +5K +93.80% | 9,915 0.65% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $5.15M | +72K +1152.90% | 77,868 0.40% of portfolio | medium |
| Q2 2026 as of | Add | 81369Y803 Common stock | $6.01M | +32K +13.73% | 261,425 3.53% of portfolio | medium |
| Q2 2026 as of | Add | 464287200 Common stock | $6.46M | +9K +12.02% | 80,323 4.27% of portfolio | medium |
| Q1 2026 as of | Add | 464287523 Common stock | $7.98M | +24K +254.91% | 33,812 0.79% of portfolio | medium |
| Q1 2026 as of | Add | 921908844 Common stock | $8.79M | +41K +432.68% | 50,306 0.77% of portfolio | medium |
| Q1 2026 as of | Add | 464287515 Common stock | $10.19M | +127K +971.40% | 140,354 0.80% of portfolio | medium |
| Q1 2026 as of | Add | 81369Y803 Common stock | $13.81M | +104K +82.54% | 229,865 2.17% of portfolio | medium |