Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details ARMSTRONG ADVISORY GROUP, INC, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most…
Read moreFiling Details Quintet Private Bank S.A., a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q2 2026, according to its most…
Read moreFiling Details AEGON ASSET MANAGEMENT UK PLC, a registered investment adviser, increased its position in KLA Corporation (NASDAQ:KLAC) by 850.8% during Q2 2026, according to its…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q2 2026, according to…
Read moreFiling Details ARMSTRONG ADVISORY GROUP, INC, a registered investment adviser, increased its position in Schwab 1000 Index ETF (AMEX:SCHK) by 163.1% during Q2 2026, according to…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Graco Inc. (NYSE:GGG) during Q2 2026, according to its most recent 13F…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Canadian National Railway Company (NYSE:CNI) during Q2 2026, according…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q2 2026, according to its most recent 13F…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Aon plc (NYSE:AON) during Q2 2026, according to its most recent 13F…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in S&P Global Inc. (NYSE:SPGI) during Q2 2026, according to its most…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details SENTINEL TRUST CO LBA, a registered investment adviser, initiated a new position in iShares Core S&P Total U.S. Stock Market ETF (AMEX:ITOT) during Q2 2026,…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in PepsiCo, Inc. (NASDAQ:PEP) during Q2 2026, according to its most…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Otis Worldwide Corporation (NYSE:OTIS) during Q2 2026, according to…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in UNITEDHEALTH GROUP INCORPORATED (Delaware) (NYSE:UNH) during Q2 2026,…
Read moreFiling Details DAVENPORT & Co LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q2 2026, according to its most recent 13F…
Read moreFiling Details AEGON ASSET MANAGEMENT UK PLC, a registered investment adviser, reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most recent…
Read moreFiling Details PineStone Asset Management Inc., a registered investment adviser, initiated a new position in Analog Devices, Inc. (NASDAQ:ADI) during Q2 2026, according to its…
Read moreFiling Details AEGON ASSET MANAGEMENT UK PLC, a registered investment adviser, initiated a new position in AstraZeneca PLC (NASDAQ:AZN) during Q2 2026, according to its most…
Read moreFiling Details Wedmont Private Capital, a registered investment adviser, increased its position in Vanguard Developed Markets Index Fund (AMEX:VEA) by 11.2% during Q2 2026,…
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