Institutions / Principle Wealth Partners LLC / Activity
Activity — Principle Wealth Partners LLC
360 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $52.54M | +610K +498.13% | 732,355 3.11% of portfolio | high |
| Q2 2026 as of | Add | 921932505 Common stock | $37.80M | +458K +790.98% | 515,413 2.10% of portfolio | medium |
| Q2 2026 as of | Add | 032108722 Common stock | $14.67M | +349K +283.56% | 472,356 0.98% of portfolio | medium |
| Q2 2026 as of | Add | 92204A702 Common stock | $14.51M | +121K +718.45% | 138,294 0.82% of portfolio | medium |
| Q2 2026 as of | Add | 29287L205 Common stock | $12.86M | +105K +217.97% | 152,553 0.93% of portfolio | medium |
| Q2 2026 as of | Add | 05613H100 Common stock | $8.63M | +258K +6.76% | 4,065,430 6.72% of portfolio | medium |
| Q2 2026 as of | New | 19761L888 Common stock | $8.52M | +453K | 453,381 0.42% of portfolio | medium |
| Q2 2026 as of | Add | 46137V233 Common stock | $7.71M | +126K +5.11% | 2,592,959 7.84% of portfolio | medium |
| Q2 2026 as of | Add | 922908629 Common stock | $6.88M | +85K +271.95% | 116,717 0.46% of portfolio | medium |
| Q2 2026 as of | New | 77926X320 Common stock | $4.25M | +58K | 57,544 0.21% of portfolio | low |
| Q2 2026 as of | Add | 33739P830 Common stock | $4.15M | +207K +862.95% | 231,493 0.23% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $3.76M | +22K | 22,016 0.19% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $3.73M | +9K +50.81% | 26,657 0.55% of portfolio | low |
| Q2 2026 as of | Add | 46137V464 Common stock | $3.68M | +22K +55.74% | 60,388 0.51% of portfolio | low |
| Q2 2026 as of | Add | 46641Q654 Common stock | $3.50M | +69K +30.74% | 291,500 0.73% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-3.15M | -16K -100.00% | 0 | low |
| Q2 2026 as of | Add | 46641Q647 Common stock | $3.02M | +60K +148.36% | 99,721 0.25% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-2.87M | -10K -2.67% | 361,967 5.17% of portfolio | low |
| Q2 2026 as of | Add | 92189F676 Common stock | $2.68M | +4K +6.96% | 62,788 2.03% of portfolio | low |
| Q2 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $2.55M | +3K +236.04% | 4,755 0.18% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $2.15M | +4K +19.39% | 23,496 0.65% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $2.14M | +2K | 1,852 0.11% of portfolio | low |
| Q2 2026 as of | Add | 46138E644 Common stock | $2.13M | +38K +67.36% | 93,953 0.26% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $1.84M | +8K | 8,231 0.09% of portfolio | low |
| Q2 2026 as of | Add | 92189F130 Common stock | $1.82M | +46K +120.50% | 83,963 0.16% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $1.82M | +8K | 8,231 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 00162Q346 Common stock | $-1.76M | -68K -9.63% | 642,470 0.82% of portfolio | low |
| Q2 2026 as of | Add | CoreWeave, Inc. Common stock | $1.73M | +17K +137.42% | 29,950 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 46137V431 Common stock | $-1.62M | -13K -29.19% | 32,150 0.19% of portfolio | low |
| Q2 2026 as of | New | 46137V639 Common stock | $1.54M | +15K | 14,798 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-1.48M | -1K -6.40% | 20,342 1.07% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $1.42M | +4K +3.36% | 116,758 2.15% of portfolio | low |
| Q2 2026 as of | Trim | RTX Corp Common stock | $-1.39M | -7K -6.19% | 111,340 1.04% of portfolio | low |
| Q2 2026 as of | Add | 464287515 Common stock | $1.29M | +14K +15.02% | 109,340 0.49% of portfolio | low |
| Q2 2026 as of | Add | Kimberly Clark Corp Common stock | $1.29M | +12K +26.46% | 56,315 0.31% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q332 Common stock | $-1.29M | -23K -23.92% | 72,467 0.20% of portfolio | low |
| Q2 2026 as of | Trim | 808524797 Common stock | $-1.24M | -39K -6.04% | 609,404 0.95% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $1.18M | +10K +426.23% | 11,756 0.07% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $1.16M | +10K +44.05% | 32,588 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 921908844 Common stock | $-1.16M | -5K -2.12% | 226,788 2.65% of portfolio | low |
| Q2 2026 as of | Trim | 921946406 Common stock | $-1.12M | -7K -5.95% | 111,870 0.87% of portfolio | low |
| Q2 2026 as of | Add | Robinhood Markets, Inc. Common stock | $1.08M | +11K +329.15% | 14,046 0.07% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $946.4K | +4K +2.42% | 168,332 1.98% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $924.6K | +5K +1.64% | 285,774 2.82% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-903.2K | -753 -5.94% | 11,921 0.71% of portfolio | low |
| Q2 2026 as of | New | Snowflake Inc. Common stock | $898.6K | +4K | 3,531 0.04% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $881.6K | +2K +44.02% | 7,636 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 316092840 Common stock | $-803.7K | -13K -17.08% | 64,706 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Cummins Inc Common stock | $-786.7K | -1K -6.74% | 15,260 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-761.5K | -2K -2.36% | 85,269 1.56% of portfolio | low |