Institutions / Pursue Wealth Partners LLC / Activity
Activity — Pursue Wealth Partners LLC
98 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Adobe Inc. Common stock | $-7.14M | -20K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-5.64M | -7K -41.49% | 10,419 4.45% of portfolio | medium |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-5.27M | -14K -45.64% | 16,837 3.52% of portfolio | medium |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-4.82M | -20K -39.24% | 31,313 4.18% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-4.58M | -16K -50.32% | 15,633 2.53% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-4.30M | -22K -28.26% | 54,610 6.12% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $4.05M | +12K +1093.37% | 12,960 2.47% of portfolio | low |
| Q2 2026 as of | New | 78433H675 Common stock | $3.97M | +70K | 69,931 2.22% of portfolio | low |
| Q2 2026 as of | New | Global X Artificial Intelligence & Technology ETF Common stock | $3.05M | +46K | 46,475 1.71% of portfolio | low |
| Q2 2026 as of | Exit | Lemonade, Inc. Common stock | $-2.81M | -40K -100.00% | 0 | low |
| Q2 2026 as of | New | 46434G103 Common stock | $2.64M | +32K | 31,903 1.48% of portfolio | low |
| Q2 2026 as of | New | 46435U713 Common stock | $2.59M | +41K | 41,115 1.45% of portfolio | low |
| Q2 2026 as of | Exit | Broadcom Inc. Common stock | $-2.58M | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Autodesk, Inc. Common stock | $-2.48M | -8K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Datadog, Inc. Common stock | $-2.46M | -18K -100.00% | 0 | low |
| Q2 2026 as of | Add | 921908844 Common stock | $2.39M | +10K +58.46% | 27,428 3.63% of portfolio | low |
| Q2 2026 as of | Add | 92204A207 Common stock | $2.26M | +10K +673.23% | 11,498 1.45% of portfolio | low |
| Q2 2026 as of | Add | ServiceNow Inc Common stock | $2.19M | +22K +329.13% | 28,803 1.60% of portfolio | low |
| Q2 2026 as of | New | Axon Enterprise Inc Common stock | $2.19M | +4K | 3,910 1.23% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-1.47M | -13K -26.92% | 35,285 2.24% of portfolio | low |
| Q2 2026 as of | New | Advance Auto Parts Inc Common stock | $1.46M | +24K | 23,501 0.82% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $1.46M | +12K +337.72% | 15,224 1.06% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.45M | -17K -65.80% | 8,745 0.42% of portfolio | low |
| Q2 2026 as of | Exit | Elastic N.V. Common stock | $-1.45M | -19K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 78464A870 Common stock | $-1.42M | -12K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-1.38M | -2K -65.33% | 1,264 0.41% of portfolio | low |
| Q2 2026 as of | New | 92189F130 Common stock | $1.17M | +30K | 29,615 0.66% of portfolio | low |
| Q2 2026 as of | Trim | MongoDB, Inc. Common stock | $-1.16M | -3K -18.94% | 14,814 2.79% of portfolio | low |
| Q2 2026 as of | Trim | 922908363 Common stock | $-1.14M | -2K -24.13% | 5,215 2.01% of portfolio | low |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-1.10M | -4K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Marvell Technology, Inc. Common stock | $-1.01M | -3K -83.29% | 683 0.11% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-998.0K | -832 -38.95% | 1,304 0.88% of portfolio | low |
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-986.3K | -2K -61.27% | 1,500 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 46435G102 Common stock | $-973.9K | -8K -61.04% | 5,107 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 46438F101 Common stock | $-933.4K | -28K -65.27% | 14,919 0.28% of portfolio | low |
| Q2 2026 as of | Exit | KKR & Co. Inc. Common stock | $-897.0K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Add | 464287655 Common stock | $757.7K | +3K +16.53% | 17,778 2.99% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-743.3K | -2K -26.28% | 5,835 1.17% of portfolio | low |
| Q2 2026 as of | Exit | Block, Inc. Common stock | $-737.0K | -11K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-687.9K | -1K -22.60% | 4,182 1.32% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-685.8K | -2K -8.49% | 20,929 4.14% of portfolio | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-683.0K | -14K -100.00% | 0 | low |
| Q2 2026 as of | Trim | BABA Alibaba Group Holding Ltd ADR | $-672.2K | -7K -19.34% | 29,217 1.57% of portfolio | low |
| Q2 2026 as of | Exit | Bank of America Corp /De Common stock | $-671.0K | -12K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 92189F643 Common stock | $-667.1K | -6K -7.26% | 81,967 4.77% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-604.0K | -1K -20.88% | 4,573 1.28% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y605 Common stock | $-593.6K | -11K -61.26% | 7,001 0.21% of portfolio | low |
| Q2 2026 as of | Trim | 78464A359 Common stock | $-522.9K | -5K -42.54% | 6,550 0.40% of portfolio | low |
| Q2 2026 as of | Exit | Gilead Sciences, Inc. Common stock | $-521.0K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $514.5K | +550 +93.70% | 1,137 0.60% of portfolio | low |