Institutions / PERSONAL CFO SOLUTIONS, LLC / Move history
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Personal Cfo Solutions, LLC

Quarter-over-quarter position changes

611 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
New45783Y855Jun 30, 2026+563,980New563,980$19.33Mmedium
Exited464287655Jun 30, 2026-59,141-100%0$14.56Mmedium
Added464287465Jun 30, 2026+128,963>1000%137,598$13.40Mmedium
Exited316092501Jun 30, 2026-116,387-100%0$9.05Mmedium
TrimmedAlphabet Inc.Jun 30, 2026-21,527-37%36,890$7.61Mmedium
Added464287614Jun 30, 2026+59,969+327%78,298$7.45Mmedium
AddedAlphabet Inc.Jun 30, 2026+17,652+46%56,356$6.31Mmedium
Exited808524797Jun 30, 2026-175,888-100%0$4.82Mlow
ExitedEXXON MOBIL CORPJun 30, 2026-31,156-100%0$3.75Mlow
AddedLINDE PLCJun 30, 2026+5,427+177%8,498$2.82Mlow
AddedChubb LtdJun 30, 2026+7,353+3.8%200,378$2.51Mlow
Exited464287515Jun 30, 2026-20,297-100%0$2.15Mlow
NewG0593M107Jun 30, 2026+11,123New11,123$2.11Mlow
Added46434V456Jun 30, 2026+42,558+35%163,109$2.11Mlow
Exited33734X192Jun 30, 2026-15,374-100%0$2.00Mlow
Exited046353108Jun 30, 2026-20,145-100%0$1.85Mlow
AddedApple Inc.Jun 30, 2026+6,331+4.5%147,071$1.83Mlow
Added66987V109Jun 30, 2026+10,789+347%13,900$1.69Mlow
ExitedOMNICOM GROUP INC.Jun 30, 2026-16,956-100%0$1.37Mlow
AddedTesla IncJun 30, 2026+3,022+31%12,910$1.27Mlow
AddedKLA CORPJun 30, 2026+4,042+951%4,467$1.22Mlow
Added922908736Jun 30, 2026+13,793+511%16,493$1.19Mlow
NewLOEWS CORPJun 30, 2026+10,419New10,419$1.18Mlow
AddedNVIDIA CorpJun 30, 2026+5,872+6.6%94,496$1.17Mlow
Exited46428Q109Jun 30, 2026-17,091-100%0$1.10Mlow
AddedMeta Platforms IncJun 30, 2026+1,867+28%8,533$1.05Mlow
ExitedRalph Lauren CorpJun 30, 2026-2,902-100%0$1.03Mlow
TrimmedN07059210Jun 30, 2026-495-23%1,672$984.9Klow
AddedNetApp IncJun 30, 2026+6,037+268%8,288$934.2Klow
New636274409Jun 30, 2026+10,512New10,512$894.4Klow
AddedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMJun 30, 2026+1,847+11%18,102$883.7Klow
ExitedMercadoLibre, Inc.Jun 30, 2026-435-100%0$876.2Klow
ExitedBOSTON SCIENTIFIC CORPJun 30, 2026-9,078-100%0$865.6Klow
AddedALLSTATE CORPJun 30, 2026+3,582+293%4,805$856.2Klow
TrimmedALTRIA GROUP, INC.Jun 30, 2026-11,386-24%35,907$831.2Klow
ExitedBORGWARNER INCJun 30, 2026-18,400-100%0$829.1Klow
AddedCARDINAL HEALTH INCJun 30, 2026+3,483+171%5,517$827.4Klow
TrimmedCORNING INC /NYJun 30, 2026-3,186-29%7,719$813.8Klow
AddedTEVA PHARMACEUTICAL INDUSTRIES LTDTEVAJun 30, 2026+23,274+257%32,316$788.5Klow
New81369Y308Jun 30, 2026+9,393New9,393$780.3Klow
New81369Y605Jun 30, 2026+14,389New14,389$771.4Klow
ExitedSLB LIMITED/NVJun 30, 2026-19,982-100%0$766.9Klow
Trimmed78463V107Jun 30, 2026-2,062-15%11,346$759.6Klow
NewNebius Group N.V.Jun 30, 2026+2,702New2,702$746.3Klow
ExitedHONEYWELL INTERNATIONAL INCJun 30, 2026-3,780-100%0$737.4Klow
Trimmed82509L107Jun 30, 2026-6,392-40%9,476$729.8Klow
TrimmedELI LILLY & CoJun 30, 2026-594-13%4,041$712.4Klow
ExitedCoupang, Inc.Jun 30, 2026-30,082-100%0$709.6Klow
AddedAccenture plcJun 30, 2026+5,680+120%10,395$706.8Klow
Trimmed464287598Jun 30, 2026-2,895-40%4,422$701.9Klow
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