Institutions / Western Pacific Wealth Management, LP / Activity
Activity — Western Pacific Wealth Management, LP
32 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 06829D503 Common stock | $813.1K | +25K +31.97% | 103,330 3.03% of portfolio | low |
| Q2 2026 as of | Add | Airbnb, Inc. Common stock | $309.1K | +2K +140.81% | 3,694 0.48% of portfolio | low |
| Q2 2026 as of | Add | 41456U106 Common stock | $271.1K | +10K +6.24% | 163,865 4.17% of portfolio | low |
| Q2 2026 as of | Add | 921908844 Common stock | $260.3K | +1K +2.05% | 54,660 11.69% of portfolio | low |
| Q2 2026 as of | Add | 921946406 Common stock | $242.1K | +2K +2.07% | 75,442 10.78% of portfolio | low |
| Q2 2026 as of | Add | Iqvia Holdings Inc. Common stock | $167.7K | +868 +102.72% | 1,713 0.30% of portfolio | low |
| Q2 2026 as of | Add | N07059210 Common stock | $149.2K | +75 +31.91% | 310 0.56% of portfolio | low |
| Q2 2026 as of | Add | Schwab Charles Corp Common stock | $142.6K | +2K +28.53% | 6,960 0.58% of portfolio | low |
| Q2 2026 as of | Add | IonQ, Inc. Common stock | $122.5K | +2K +349.54% | 2,958 0.14% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $119.8K | +317 +15.17% | 2,407 0.82% of portfolio | low |
| Q2 2026 as of | Add | CH Robinson Worldwide Inc Common stock | $72.3K | +384 +172.20% | 607 0.10% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $37.7K | +323 +5.95% | 5,748 0.61% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $33.6K | +470 +15.51% | 3,500 0.23% of portfolio | low |
| Q2 2026 as of | Add | Rigetti Computing, Inc. Common stock | $30.9K | +2K +800.00% | 1,800 0.03% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $24.1K | +47 +4.66% | 1,055 0.49% of portfolio | low |
| Q2 2026 as of | Add | ICON plc Common stock | $14.8K | +85 +6.16% | 1,465 0.23% of portfolio | low |
| Q2 2026 as of | Add | D-Wave Quantum Inc. Common stock | $14.4K | +600 +300.00% | 800 0.02% of portfolio | low |
| Q2 2026 as of | Add | Verisk Analytics, Inc. Common stock | $14.0K | +78 +6.48% | 1,282 0.21% of portfolio | low |
| Q2 2026 as of | Add | Chipotle Mexican Grill Inc Common stock | $13.1K | +385 +24.03% | 1,987 0.06% of portfolio | low |
| Q2 2026 as of | Add | 063671101 Common stock | $12.4K | +70 +218.75% | 102 0.02% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $11.1K | +60 +15.00% | 460 0.08% of portfolio | low |
| Q2 2026 as of | Add | 780087102 Common stock | $10.3K | +50 +151.52% | 83 0.02% of portfolio | low |
| Q2 2026 as of | Add | KKR & Co. Inc. Common stock | $9.2K | +100 +34.84% | 387 0.03% of portfolio | low |
| Q2 2026 as of | Add | Copart Inc Common stock | $2.3K | +82 +3.53% | 2,408 0.06% of portfolio | low |
| Q2 2026 as of | Add | QuantumScape Corp Common stock | $1.5K | +200 +100.00% | 400 <0.01% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $1.1K | +4 +0.80% | 507 0.12% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $747 | +1 +0.13% | 783 0.53% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $724 | +1 +7.69% | 14 <0.01% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $289 | +3 +0.59% | 512 0.04% of portfolio | low |
| Q2 2026 as of | Add | 808524102 Common stock | $261 | +9 +0.57% | 1,593 0.04% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $95 | +3 +1.37% | 222 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $28 | +1 +0.41% | 247 <0.01% of portfolio | low |