Institutions / Western Pacific Wealth Management, LP / Activity
Activity — Western Pacific Wealth Management, LP
37 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Elevance Health Inc Common stock | $537.9K | +1K | 1,391 0.49% of portfolio | low |
| Q2 2026 as of | New | 015564503 Common stock | $493.6K | +11K | 10,815 0.45% of portfolio | low |
| Q2 2026 as of | New | Marsh & McLennan Companies, Inc. Common stock | $434.2K | +3K | 2,605 0.39% of portfolio | low |
| Q2 2026 as of | New | 922908611 Common stock | $336.4K | +1K | 1,384 0.30% of portfolio | low |
| Q2 2026 as of | New | Owens Corning Common stock | $329.0K | +2K | 2,070 0.30% of portfolio | low |
| Q2 2026 as of | New | 922908637 Common stock | $301.0K | +875 | 875 0.27% of portfolio | low |
| Q2 2026 as of | New | Workday Inc Common stock | $295.6K | +2K | 2,415 0.27% of portfolio | low |
| Q2 2026 as of | New | AerCap Holdings N.V. Common stock | $250.0K | +2K | 1,715 0.23% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $230.6K | +1K | 1,058 0.21% of portfolio | low |
| Q2 2026 as of | New | Accenture plc Common stock | $227.1K | +2K | 1,825 0.21% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $173.1K | +150 | 150 0.16% of portfolio | low |
| Q2 2026 as of | New | 025072802 Common stock | $170.0K | +2K | 1,650 0.15% of portfolio | low |
| Q2 2026 as of | New | General Electric Co Common stock | $164.8K | +441 | 441 0.15% of portfolio | low |
| Q2 2026 as of | New | Amphenol Corp /De Common stock | $147.9K | +839 | 839 0.13% of portfolio | low |
| Q2 2026 as of | New | 464287523 Common stock | $142.2K | +222 | 222 0.13% of portfolio | low |
| Q2 2026 as of | New | Applied Materials Inc /De Common stock | $121.5K | +168 | 168 0.11% of portfolio | low |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $118.3K | +155 | 155 0.11% of portfolio | low |
| Q2 2026 as of | New | Seagate Technology Holdings PLC Common stock | $106.2K | +110 | 110 0.10% of portfolio | low |
| Q2 2026 as of | New | XOM ExxonMobil Common Stock | $100.2K | +733 | 733 0.09% of portfolio | low |
| Q2 2026 as of | New | Texas Instruments Inc Common stock | $95.4K | +320 | 320 0.09% of portfolio | low |
| Q2 2026 as of | New | West Pharmaceutical Services Inc Common stock | $91.2K | +254 | 254 0.08% of portfolio | low |
| Q2 2026 as of | New | 922042858 Common stock | $85.2K | +1K | 1,427 0.08% of portfolio | low |
| Q2 2026 as of | New | STK Columbia Seligman Premium Technology Growth Fund, Inc. Closed-End Fund | $80.8K | +2K | 1,500 0.07% of portfolio | low |
| Q2 2026 as of | New | 38149W622 Common stock | $77.8K | +1K | 1,400 0.07% of portfolio | low |
| Q2 2026 as of | New | Marriott International Inc/MD Common stock | $71.5K | +193 | 193 0.06% of portfolio | low |
| Q2 2026 as of | New | Caseys General Stores Inc Common stock | $56.4K | +71 | 71 0.05% of portfolio | low |
| Q2 2026 as of | New | Tesla Inc Common stock | $52.6K | +125 | 125 0.05% of portfolio | low |
| Q2 2026 as of | New | Curtiss Wright Corp Common stock | $39.4K | +52 | 52 0.04% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $39.3K | +230 | 230 0.04% of portfolio | low |
| Q2 2026 as of | New | Mueller Industries Inc Common stock | $37.9K | +308 | 308 0.03% of portfolio | low |
| Q2 2026 as of | New | Dell Technologies Inc. Common stock | $30.2K | +70 | 70 0.03% of portfolio | low |
| Q2 2026 as of | New | DFTX Definium Therapeutics, Inc. Common Stock | $15.7K | +333 | 333 0.01% of portfolio | low |
| Q2 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $12.4K | +35 | 35 0.01% of portfolio | low |
| Q2 2026 as of | New | G6683N103 Common stock | $12.0K | +900 | 900 0.01% of portfolio | low |
| Q2 2026 as of | New | Qorvo, Inc. Common stock | $3.8K | +41 | 41 <0.01% of portfolio | low |
| Q2 2026 as of | New | CMPS COMPASS Pathways plc ADR | $708 | +50 | 50 <0.01% of portfolio | low |
| Q2 2026 as of | New | MYPS PLAYSTUDIOS, Inc. Common Stock | $75 | +150 | 150 <0.01% of portfolio | low |