Institutions / Principle Wealth Partners LLC / Move history
Back to Principle Wealth Partners LLC

Principle Wealth Partners LLC

Quarter-over-quarter position changes

360 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
Added46654Q203Jun 30, 2026+11,424+7.9%156,531$702.1Klow
TrimmedTJX Cos Inc/TheJun 30, 2026-4,395-27%12,087$665.8Klow
TrimmedGENERAL DYNAMICS CORPJun 30, 2026-1,870-7.0%24,875$662.4Klow
TrimmedBlackstone IncJun 30, 2026-5,481-18%24,324$645.0Klow
TrimmedAlphabet Inc.Jun 30, 2026-1,795-1.9%93,329$641.5Klow
AddedServiceNow IncJun 30, 2026+6,458+55%18,182$641.1Klow
TrimmedEXXON MOBIL CORPJun 30, 2026-4,456-4.5%94,098$609.2Klow
TrimmedQUALCOMM INC/DEJun 30, 2026-3,291-8.9%33,640$608.1Klow
NewGlobal X Artificial Intelligence & Technology ETFJun 30, 2026+9,175New9,175$602.0Klow
AddedKLA CORPJun 30, 2026+1,915>1000%2,093$577.8Klow
NewD-Wave Quantum Inc.Jun 30, 2026+23,180New23,180$556.1Klow
TrimmedHOME DEPOT, INC.Jun 30, 2026-1,568-3.7%41,298$553.0Klow
ExitedGENERAL MILLS INCJun 30, 2026-11,788-100%0$548.1Klow
NewNASDAQ, Inc.Jun 30, 2026+6,853New6,853$540.1Klow
NewPUBLIC SERVICE ENTERPRISE GROUP INCJun 30, 2026+6,386New6,386$518.3Klow
TrimmedAlphabet Inc.Jun 30, 2026-1,448-1.5%93,995$511.6Klow
ExitedPayPal Holdings, Inc.Jun 30, 2026-8,350-100%0$487.5Klow
Added46641Q837Jun 30, 2026+9,545+56%26,477$482.7Klow
TrimmedAPPLIED MATERIALS INC /DEJun 30, 2026-643-25%1,947$464.8Klow
ExitedAccenture plcJun 30, 2026-1,650-100%0$442.6Klow
NewMarvell Technology, Inc.Jun 30, 2026+1,478New1,478$440.3Klow
TrimmedTHE GOLDMAN SACHS GROUP, INC.Jun 30, 2026-433-2.3%18,213$437.9Klow
Added922908744Jun 30, 2026+1,952+10%20,581$425.4Klow
TrimmedTesla IncJun 30, 2026-992-4.1%23,012$417.2Klow
AddedGENERAL ELECTRIC COJun 30, 2026+1,108+12%10,448$414.1Klow
ExitedFISERV INCJun 30, 2026-6,152-100%0$413.2Klow
TrimmedSalesforce IncJun 30, 2026-2,633-28%6,808$412.5Klow
TrimmedOLD DOMINION FREIGHT LINE, INC.Jun 30, 2026-1,895-8.9%19,516$410.5Klow
ExitedHOLOGIC INCJun 30, 2026-5,500-100%0$409.7Klow
Added921910816Jun 30, 2026+4,640+347%5,978$407.9Klow
ExitedAppLovin CorpJun 30, 2026-602-100%0$405.6Klow
NewCORNING INC /NYJun 30, 2026+1,586New1,586$405.1Klow
NewLAM RESEARCH CORPJun 30, 2026+900New900$390.2Klow
TrimmedEVERSOURCE ENERGYJun 30, 2026-5,328-30%12,256$385.0Klow
Trimmed46090E103Jun 30, 2026-519-4.0%12,611$382.2Klow
ExitedClearway Energy, Inc.Jun 30, 2026-12,141-100%0$381.5Klow
New09661T826Jun 30, 2026+8,267New8,267$371.7Klow
AddedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMJun 30, 2026+744+12%6,978$355.3Klow
New78464A862Jun 30, 2026+561New561$349.7Klow
Trimmed33739P301Jun 30, 2026-7,133-3.1%222,961$345.9Klow
TrimmedCISCO SYSTEMS, INC.Jun 30, 2026-2,912-1.5%190,130$342.0Klow
New46654Q476Jun 30, 2026+6,776New6,776$340.0Klow
Added78463V107Jun 30, 2026+916+21%5,357$337.4Klow
Trimmed46137V472Jun 30, 2026-2,953-5.0%56,075$333.3Klow
NewRocket Lab CorpRKLBJun 30, 2026+3,237New3,237$329.0Klow
ExitedBOSTON SCIENTIFIC CORPJun 30, 2026-3,425-100%0$326.6Klow
NewBrookfield Infrastructure Partners LPJun 30, 2026+8,922New8,922$325.6Klow
AddedGE Vernova Inc.Jun 30, 2026+275+12%2,572$323.1Klow
NewCredo Technology Group Holding LtdJun 30, 2026+1,175New1,175$319.7Klow
TrimmedMerck & Co., Inc.Jun 30, 2026-2,454-3.0%79,812$315.3Klow
← PrevPage 2 of 8Next →