Institutions / Mv Capital Management, Inc. / Activity
Activity — Mv Capital Management, Inc.
856 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | 464287622 Common stock | $-117.6K | -315 -1.32% | 23,480 0.84% of portfolio | low |
| Q4 2025 as of | Add | JPMorgan Chase & Co Common stock | $117.6K | +365 +1.28% | 28,786 0.89% of portfolio | low |
| Q4 2025 as of | Add | Visa Inc Common stock | $104.9K | +299 +2.02% | 15,115 0.51% of portfolio | low |
| Q4 2025 as of | Trim | Apple Inc. Common stock | $-101.1K | -372 -0.45% | 81,424 2.13% of portfolio | low |
| Q4 2025 as of | Add | Accenture plc Common stock | $100.6K | +375 +3.93% | 9,912 0.26% of portfolio | low |
| Q4 2025 as of | Trim | Pinnacle Financial Partners, Inc. Common stock | $-95.4K | -1K -7.96% | 11,570 0.11% of portfolio | low |
| Q4 2025 as of | Add | Walmart Inc. Common stock | $93.5K | +839 +1.41% | 60,497 0.65% of portfolio | low |
| Q4 2025 as of | Trim | Oracle Corp Common stock | $-91.4K | -469 -13.55% | 2,992 0.06% of portfolio | low |
| Q4 2025 as of | Trim | 464287655 Common stock | $-91.1K | -370 -5.97% | 5,826 0.14% of portfolio | low |
| Q4 2025 as of | Add | Intuit Inc. Common stock | $89.4K | +135 +3.05% | 4,567 0.29% of portfolio | low |
| Q4 2025 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-87.5K | -754 -25.96% | 2,150 0.02% of portfolio | low |
| Q4 2025 as of | Add | 46436E825 Common stock | $84.9K | +4K +2.82% | 141,276 0.30% of portfolio | low |
| Q4 2025 as of | Add | Garmin Ltd Common stock | $83.4K | +411 +2.59% | 16,254 0.32% of portfolio | low |
| Q4 2025 as of | Add | Aon plc Common stock | $81.9K | +232 +2.50% | 9,513 0.32% of portfolio | low |
| Q4 2025 as of | Add | Costco Wholesale Corp /New Common stock | $81.1K | +94 +2.13% | 4,501 0.37% of portfolio | low |
| Q4 2025 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-80.2K | -860 -4.77% | 17,181 0.15% of portfolio | low |
| Q4 2025 as of | Trim | Lockheed Martin Corp Common stock | $-78.9K | -163 -13.91% | 1,009 0.05% of portfolio | low |
| Q4 2025 as of | Add | Mastercard Inc Common stock | $75.9K | +133 +1.82% | 7,436 0.41% of portfolio | low |
| Q4 2025 as of | Add | Abbott Laboratories Common stock | $75.3K | +601 +0.21% | 281,969 3.39% of portfolio | low |
| Q4 2025 as of | Add | Kraft Heinz Co Common stock | $74.5K | +3K +58.22% | 8,346 0.02% of portfolio | low |
| Q4 2025 as of | Add | Bank of America Corp /De Common stock | $72.1K | +1K +8.41% | 16,892 0.09% of portfolio | low |
| Q4 2025 as of | Add | Sysco Corp Common stock | $69.6K | +944 +2.53% | 38,211 0.27% of portfolio | low |
| Q4 2025 as of | Add | Exxon Mobil Corp Common stock | $69.2K | +575 +4.72% | 12,749 0.15% of portfolio | low |
| Q4 2025 as of | Add | SCKT Socket Mobile, Inc. Common Stock | $67.7K | +66K +217.32% | 96,917 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Chubb Ltd Common stock | $66.5K | +213 +1.86% | 11,665 0.35% of portfolio | low |
| Q4 2025 as of | Trim | Caterpillar Inc Common stock | $-65.3K | -114 -1.08% | 10,417 0.57% of portfolio | low |
| Q4 2025 as of | Trim | Steel Dynamics Inc Common stock | $-65.2K | -385 -70.90% | 158 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Home Depot, Inc. Common stock | $65.0K | +189 +1.96% | 9,844 0.33% of portfolio | low |
| Q4 2025 as of | Trim | Booking Holdings Inc Common stock | $-64.3K | -12 -42.86% | 16 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | Crh Public Ltd Co Common stock | $-63.7K | -510 -48.48% | 542 <0.01% of portfolio | low |
| Q4 2025 as of | Add | CME Group Inc Common stock | $63.6K | +233 +2.43% | 9,825 0.26% of portfolio | low |
| Q4 2025 as of | Add | Air Products & Chemicals, Inc. Common stock | $62.5K | +253 +2.81% | 9,265 0.22% of portfolio | low |
| Q4 2025 as of | Add | Citizens Financial Group INC/RI Common stock | $61.1K | +1K +1.74% | 61,041 0.34% of portfolio | low |
| Q4 2025 as of | Add | Chevron Corp Common stock | $60.0K | +394 +14.99% | 3,022 0.04% of portfolio | low |
| Q4 2025 as of | Trim | iShares MSCI UAE ETF Common stock | $-59.4K | -631 -0.30% | 211,341 1.91% of portfolio | low |
| Q4 2025 as of | Add | TJX Cos Inc/The Common stock | $59.1K | +385 +1.31% | 29,870 0.44% of portfolio | low |
| Q4 2025 as of | Trim | Builders FirstSource Inc Common stock | $-57.8K | -562 -98.25% | 10 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Tapestry Inc Common stock | $57.8K | +452 +15.81% | 3,311 0.04% of portfolio | low |
| Q4 2025 as of | Trim | Fidelity National Information Services Inc Common stock | $-56.8K | -854 -26.21% | 2,404 0.02% of portfolio | low |
| Q4 2025 as of | Trim | RTX Corp Common stock | $-56.7K | -309 -5.29% | 5,528 0.10% of portfolio | low |
| Q4 2025 as of | Add | Packaging Corp of America Common stock | $56.1K | +272 +2.43% | 11,461 0.23% of portfolio | low |
| Q4 2025 as of | Add | Salesforce Inc Common stock | $54.6K | +206 +1.56% | 13,392 0.34% of portfolio | low |
| Q4 2025 as of | Add | MSCI Inc. Common stock | $53.9K | +94 +2.34% | 4,105 0.23% of portfolio | low |
| Q4 2025 as of | Add | Qualcomm INC/DE Common stock | $52.3K | +306 +1.46% | 21,280 0.35% of portfolio | low |
| Q4 2025 as of | Add | AbbVie Inc. Common stock | $51.6K | +226 +0.08% | 270,741 5.94% of portfolio | low |
| Q4 2025 as of | Add | Alphabet Inc. Common stock | $50.7K | +162 +0.57% | 28,504 0.86% of portfolio | low |
| Q4 2025 as of | Trim | 78462F103 Common stock | $-50.5K | -74 -1.63% | 4,473 0.29% of portfolio | low |
| Q4 2025 as of | Add | 922908363 Common stock | $50.2K | +80 +2.86% | 2,878 0.17% of portfolio | low |
| Q4 2025 as of | Add | HCA Healthcare, Inc. Common stock | $49.5K | +106 +15.08% | 809 0.04% of portfolio | low |
| Q4 2025 as of | Add | Expeditors International of Washington Inc Common stock | $43.4K | +291 +1.40% | 21,114 0.30% of portfolio | low |