Real-time context
Recent institutional portfolio disclosures and position changes.
Gerber Kawasaki Wealth & Investment Management, a registered investment adviser, initiated a new position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM) during Q3 2026, according to its…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, increased its position in Wells Fargo & Company (NYSE:WFC) by 20.9% during Q3 2026, according to its most…
Read moreMunich Reinsurance Co Stock Corp in Munich, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, increased its position in Exxon Mobil Corporation (NYSE:XOM) by 10.3% during Q3 2026, according to its most…
Read moreDaiwa Securities Group Inc., a registered investment adviser, initiated a new position in UNITEDHEALTH GROUP INCORPORATED (Delaware) (NYSE:UNH) during Q3 2026, according to its…
Read moreLeonteq Securities AG, a registered investment adviser, initiated a new position in iShares iBoxx $ High Yield Corporate Bond ETF (AMEX:HYG) during Q3 2026, according to its most…
Read moreFACTORY MUTUAL INSURANCE CO, a registered investment adviser, increased its position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) by 37.9% during Q3 2026, according to its…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, increased its position in Netflix, Inc.
Read moreDaiwa Securities Group Inc., a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, reduced its position in Caterpillar Inc.
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, reduced its position in Merck & Co., Inc.
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, reduced its position in Cisco Systems, Inc.
Read morePROVIDENT TRUST CO, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q3 2026, according to its most recent 13F filing with the…
Read morePROVIDENT TRUST CO, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F filing with the…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, reduced its position in Lam Research Corporation (NASDAQ:LRCX) during Q3 2026, according to its most recent…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, increased its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by 25.1% during Q3…
Read moreBank Julius Baer & Co. Ltd, Zurich, a registered investment adviser, reduced its position in Applied Materials, Inc.
Read moreARGA Investment Management, LP, a registered investment adviser, increased its position in XP Inc. (NASDAQ:XP) by 10.2% during Q3 2026, according to its most recent 13F filing…
Read moreDaiwa Securities Group Inc., a registered investment adviser, initiated a new position in Prologis, Inc. (NYSE:PLD) during Q3 2026, according to its most recent 13F filing with…
Read moreDaiwa Securities Group Inc., a registered investment adviser, initiated a new position in Digital Realty Trust, Inc. (NYSE:DLR) during Q3 2026, according to its most recent 13F…
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