Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in BlackRock, Inc. (NYSE:BLK) during Q2 2026, according to its most…
Read moreFiling Details Valeo Financial Advisors, LLC, a registered investment adviser, initiated a new position in Prologis, Inc. (NYSE:PLD) during Q2 2026, according to its most recent…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Hilton Worldwide Holdings Inc. (NYSE:HLT) during Q2 2026, according to…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in CBRE Group, Inc. (NYSE:CBRE) during Q2 2026, according to its most…
Read moreFiling Details Apella Capital, LLC, a registered investment adviser, initiated a new position in Dimensional US High Profitability ETF (AMEX:DUHP) during Q2 2026, according to its…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Thermo Fisher Scientific Inc. (NYSE:TMO) during Q2 2026, according to…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Palantir Technologies Inc. (NASDAQ:PLTR) during Q2 2026, according to…
Read moreFiling Details REINHART PARTNERS, LLC., a registered investment adviser, reduced its position in Axcelis Technologies, Inc. (NASDAQ:ACLS) during Q2 2026, according to its most…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Boston Scientific Corporation (NYSE:BSX) during Q2 2026, according to…
Read moreFiling Details Everhart Financial Group, Inc., a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 535.5% during Q2 2026, according…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Procore Technologies, Inc. (NYSE:PCOR) during Q2 2026, according to…
Read moreFiling Details Apella Capital, LLC, a registered investment adviser, initiated a new position in Dimensional International Core Equity 2 ETF (BATS:DFIC) during Q2 2026, according…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in ServiceNow, Inc. (NYSE:NOW) during Q2 2026, according to its most…
Read moreFiling Details Apella Capital, LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Equity ETF (AMEX:DFUS) during Q2 2026, according to its most…
Read moreFiling Details Valeo Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in CVS Health Corporation (NYSE:CVS) during Q2 2026, according to its…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in NextEra Energy, Inc. (NYSE:NEE) during Q2 2026, according to its most…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Freeport-McMoRan Inc. (NYSE:FCX) during Q2 2026, according to its most…
Read moreFiling Details Great Waters Wealth Management, a registered investment adviser, initiated a new position in Dimensional World ex U.S. Core Equity 2 ETF (AMEX:DFAX) during Q2 2026,…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Chevron Corporation (NYSE:CVX) during Q2 2026, according to its most…
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