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 | 46435U853 Common stock | $2.19M | +59K +19.19% | 369,017 1.91% of portfolio | low |
| Q2 2026 as of | Exit | 315912808 Common stock | $-2.12M | -23K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46434V381 Common stock | $-2.11M | -27K -87.78% | 3,693 0.04% of portfolio | low |
| Q2 2026 as of | Exit | 922908363 Common stock | $-1.99M | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 808524854 Common stock | $-1.96M | -80K -19.58% | 329,251 1.13% of portfolio | low |
| Q2 2026 as of | Trim | 25434V666 Common stock | $-1.92M | -47K -4.55% | 988,557 5.67% of portfolio | low |
| Q2 2026 as of | Exit | 78464A474 Common stock | $-1.89M | -63K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-1.81M | -5K -73.04% | 1,873 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 025072604 Common stock | $-1.65M | -18K -10.03% | 165,221 2.09% of portfolio | low |
| Q2 2026 as of | Trim | 922908744 Common stock | $-1.58M | -7K -87.52% | 1,021 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-1.57M | -3K -16.91% | 15,097 1.09% of portfolio | low |
| Q2 2026 as of | Exit | 464287804 Common stock | $-1.49M | -12K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908652 Common stock | $-1.44M | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 33733E302 Common stock | $-1.34M | -5K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-1.19M | -2K -23.57% | 6,918 0.54% of portfolio | low |
| Q2 2026 as of | Exit | 921943858 Common stock | $-1.16M | -18K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287507 Common stock | $-1.11M | -16K -100.00% | 0 | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-1.07M | -11K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Palantir Technologies Inc Common stock | $-891.6K | -7K -18.29% | 32,363 0.56% of portfolio | low |
| Q2 2026 as of | Exit | 464287689 Common stock | $-850.2K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | ELI LILLY & Co Common stock | $-847.0K | -797 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 37954Y673 Common stock | $-811.9K | -14K -5.11% | 267,397 2.13% of portfolio | low |
| Q2 2026 as of | Exit | 233051200 Common stock | $-806.8K | -16K -100.00% | 0 | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-760.6K | -2K -51.67% | 2,022 0.10% of portfolio | low |
| Q2 2026 as of | Add | 47103U845 Common stock | $739.6K | +15K +2.07% | 722,899 5.15% of portfolio | low |
| Q2 2026 as of | Exit | 922908611 Common stock | $-736.4K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 97717W406 Common stock | $-734.6K | -6K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287655 Common stock | $-699.4K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287499 Common stock | $-692.5K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Trane Technologies plc Common stock | $-673.6K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Chevron Corp Common stock | $-667.6K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | RTX Corp Common stock | $-662.5K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 33738D101 Common stock | $-655.6K | -17K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 25434V807 Common stock | $-647.4K | -11K -4.50% | 239,939 1.94% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-636.5K | -625 -71.10% | 254 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 381430107 Common stock | $-622.7K | -13K -66.91% | 6,551 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Uber Technologies, Inc Common stock | $-608.3K | -9K -14.71% | 50,106 0.50% of portfolio | low |
| Q2 2026 as of | Trim | 46435G425 Common stock | $-585.4K | -4K -60.39% | 2,346 0.05% of portfolio | low |
| Q2 2026 as of | Exit | BlackRock, Inc. Common stock | $-567.5K | -506 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Costco Wholesale Corp /New Common stock | $-547.5K | -560 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 381430206 Common stock | $-537.1K | -11K -6.71% | 152,372 1.05% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-536.7K | -5K -48.66% | 5,091 0.08% of portfolio | low |
| Q2 2026 as of | Exit | 464287614 Common stock | $-535.3K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-507.5K | -1K -53.14% | 1,222 0.06% of portfolio | low |
| Q2 2026 as of | New | 25434V724 Common stock | $502.7K | +9K | 9,043 0.07% of portfolio | low |
| Q2 2026 as of | Exit | 921935706 Common stock | $-495.5K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922042866 Common stock | $-490.9K | -5K -100.00% | 0 | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $464.0K | +4K | 4,282 0.07% of portfolio | low |
| Q2 2026 as of | New | 92206C730 Common stock | $463.0K | +1K | 1,371 0.07% of portfolio | low |
| Q2 2026 as of | New | 33740F755 Common stock | $462.2K | +13K | 12,570 0.07% of portfolio | low |