Institutions / Destiny Wealth Partners, LLC / Activity
Activity — Destiny Wealth Partners, LLC
249 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $36.15M | +424K +475.14% | 513,656 6.17% of portfolio | medium |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-21.80M | -124K -90.77% | 12,640 0.31% of portfolio | medium |
| Q2 2026 as of | Exit | 78467V848 Common stock | $-17.16M | -426K -100.00% | 0 | medium |
| Q2 2026 as of | New | 25861R881 Common stock | $15.14M | +610K | 610,353 2.14% of portfolio | medium |
| Q2 2026 as of | Exit | 316092873 Common stock | $-14.79M | -200K -100.00% | 0 | medium |
| Q2 2026 as of | New | 78464A540 Common stock | $14.46M | +69K | 69,454 2.04% of portfolio | medium |
| Q2 2026 as of | New | 92189H748 Common stock | $14.30M | +270K | 269,896 2.02% of portfolio | medium |
| Q2 2026 as of | New | 78464A870 Common stock | $13.84M | +94K | 94,172 1.95% of portfolio | medium |
| Q2 2026 as of | Exit | Stryker Corp Common stock | $-13.64M | -38K -100.00% | 0 | medium |
| Q2 2026 as of | New | 316188309 Common stock | $13.31M | +298K | 297,650 1.88% of portfolio | medium |
| Q2 2026 as of | Exit | 92206C813 Common stock | $-12.57M | -164K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-12.05M | -44K -36.86% | 75,967 2.91% of portfolio | medium |
| Q2 2026 as of | Exit | 78467V608 Common stock | $-11.16M | -270K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-9.57M | -14K -89.97% | 1,552 0.15% of portfolio | medium |
| Q2 2026 as of | New | 46138E214 Common stock | $9.52M | +217K | 217,494 1.34% of portfolio | medium |
| Q2 2026 as of | Trim | BXSL Blackstone Secured Lending Fund Common Stock | $-9.44M | -409K -96.84% | 13,320 0.04% of portfolio | medium |
| Q2 2026 as of | New | 46641Q852 Common stock | $9.06M | +189K | 189,248 1.28% of portfolio | medium |
| Q2 2026 as of | Exit | 921946810 Common stock | $-8.44M | -90K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-7.50M | -21K -26.57% | 58,200 2.92% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-6.95M | -22K -29.39% | 54,016 2.35% of portfolio | medium |
| Q2 2026 as of | Trim | 084670108 Common stock | $-6.90M | -9 -60.00% | 6 0.65% of portfolio | medium |
| Q2 2026 as of | Exit | 92206C771 Common stock | $-6.87M | -145K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 921908844 Common stock | $-6.68M | -28K -46.28% | 32,419 1.09% of portfolio | medium |
| Q2 2026 as of | Trim | 47103U753 Common stock | $-6.50M | -137K -48.94% | 143,364 0.96% of portfolio | medium |
| Q2 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $6.28M | +33K +230.37% | 47,177 1.27% of portfolio | medium |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-5.90M | -29K -27.64% | 76,905 2.18% of portfolio | medium |
| Q2 2026 as of | Trim | 78464A763 Common stock | $-5.59M | -36K -52.21% | 33,022 0.72% of portfolio | medium |
| Q2 2026 as of | Add | 922908629 Common stock | $5.45M | +67K +540.28% | 79,792 0.91% of portfolio | medium |
| Q2 2026 as of | New | 72201R585 Common stock | $5.03M | +192K | 192,418 0.71% of portfolio | medium |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-4.85M | -10K -27.97% | 26,866 1.76% of portfolio | low |
| Q2 2026 as of | Trim | 92189F601 Common stock | $-4.75M | -44K -41.93% | 61,542 0.93% of portfolio | low |
| Q2 2026 as of | Exit | 922908538 Common stock | $-4.54M | -16K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Netflix Inc Common stock | $-3.90M | -46K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-3.66M | -9K -26.61% | 25,899 1.42% of portfolio | low |
| Q2 2026 as of | New | PDI PIMCO Dynamic Income Fund Closed-End Fund | $3.64M | +228K | 227,585 0.51% of portfolio | low |
| Q2 2026 as of | Trim | 464287598 Common stock | $-3.37M | -13K -93.57% | 919 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Virtus Seix Senior Loan ETF Common stock | $-3.33M | -144K -19.79% | 582,615 1.90% of portfolio | low |
| Q2 2026 as of | Trim | 921946406 Common stock | $-3.30M | -20K -41.71% | 28,505 0.65% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-3.28M | -4K -40.12% | 6,554 0.69% of portfolio | low |
| Q2 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-3.18M | -7K -26.76% | 18,265 1.23% of portfolio | low |
| Q2 2026 as of | Trim | 922042742 Common stock | $-3.18M | -20K -48.09% | 21,998 0.48% of portfolio | low |
| Q2 2026 as of | Trim | 33734X846 Common stock | $-2.95M | -32K -19.42% | 133,375 1.73% of portfolio | low |
| Q2 2026 as of | Trim | 922908751 Common stock | $-2.89M | -10K -68.16% | 4,581 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Reddit, Inc. Common stock | $-2.87M | -20K -72.40% | 7,769 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 61774R841 Common stock | $-2.85M | -57K -19.76% | 231,605 1.63% of portfolio | low |
| Q2 2026 as of | New | Oklo Inc. Common stock | $2.47M | +64K | 63,665 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 464287556 Common stock | $-2.37M | -13K -78.03% | 3,580 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-2.37M | -8K -19.15% | 32,107 1.41% of portfolio | low |
| Q2 2026 as of | Trim | 92189F437 Common stock | $-2.37M | -82K -20.85% | 310,481 1.27% of portfolio | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-2.23M | -15K -100.00% | 0 | low |