Portside Wealth Group, LLC Sells in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-71
- 3.08%
$185.65 - $214.38 $13.2K - $15.2K
2.24K $448M
LII
Lennox International Inc

Industrials
-21
- 3.99%
$516.18 - $664.54 $10.8K - $14K
505 $267M
BR
Broadridge Financial Solutions, Inc.

Technology
-98
- 4.63%
$233.75 - $266.89 $22.9K - $26.2K
2.02K $481M
UNH
Unitedhealth Group Inc

Healthcare
-249
- 15.22%
$237.77 - $353.61 $59.2K - $88K
1.39K $479M
SYK
Stryker Corp

Healthcare
-22
- 2.47%
$368.57 - $403.53 $8.11K - $8.88K
870 $322M
HLNE
Hamilton Lane Inc

Financial Services
-90
- 3.45%
$134.79 - $160.88 $12.1K - $14.5K
2.52K $340M
Crane Company
-102
- 4.87%
N/A
1.99K $367M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-164
- 5.35%
$97.53 - $115.95 $16K - $19K
2.9K $290M
AMGN
Amgen Inc

Healthcare
-106
- 8.12%
$271.18 - $309.22 $28.7K - $32.8K
1.2K $339M
OLED
Universal Display Corp Pa

Technology
-44
- 2.63%
$134.16 - $161.44 $5.9K - $7.1K
1.63K $234M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-184
- 5.65%
$99.12 - $99.52 $18.2K - $18.3K
3.08K $306M
AVTR
Avantor, Inc.

Basic Materials
-334
- 2.56%
$11.18 - $14.21 $3.73K - $4.75K
12.7K $159M
Natwest Group PLC
-930
- 2.89%
N/A
31.2K $442M
UTZ
Utz Brands, Inc.

Consumer Defensive
-653
- 5.81%
$11.85 - $14.49 $7.74K - $9.46K
10.6K $129M
TMUS
T Mobile Us, Inc.

Communication Services
-50
- 4.24%
$226.02 - $259.01 $11.3K - $13K
1.13K $270M
EFC
Ellington Financial Inc.

Real Estate
-593
- 4.48%
$12.66 - $14.02 $7.51K - $8.31K
12.6K $164M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.33K
- 28.1%
$96.73 - $137.09 $225K - $319K
5.95K $788M
TRV
Travelers Companies, Inc.

Financial Services
-64
- 6.21%
$250.62 - $279.43 $16K - $17.9K
967 $270M
EHC
Encompass Health Corp

Healthcare
-140
- 4.97%
$107.13 - $127.02 $15K - $17.8K
2.68K $340M
COF
Capital One Financial Corp

Financial Services
-1
- 0.04%
$207.29 - $229.74 $207 - $230
2.43K $517M
DDOG
Datadog, Inc.

Technology
-130
- 5.38%
$124.52 - $155.15 $16.2K - $20.2K
2.29K $326M
ATRC
Atri Cure, Inc.

Healthcare
-404
- 6.22%
$29.24 - $37.87 $11.8K - $15.3K
6.09K $215M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-66
- 0.43%
$22.9 - $23.58 $1.51K - $1.56K
15.4K $362M
STVN
Stevanato Group S.P.A.

Healthcare
-404
- 3.97%
$21.65 - $27.95 $8.75K - $11.3K
9.78K $252M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-47
- 4.34%
$236.25 - $257.69 $11.1K - $12.1K
1.04K $266M
PCOR
Procore Technologies, Inc.

Technology
-168
- 4.03%
$61.62 - $76.64 $10.4K - $12.9K
4K $292M
NU
Nu Holdings Ltd.

Financial Services
-1.95K
- 10.95%
$11.92 - $16.3 $23.2K - $31.8K
15.8K $254M
AZO
Autozone Inc

Consumer Cyclical
-5
- 9.09%
$3649.42 - $4354.54 $18.2K - $21.8K
50 $215M
NDSN
Nordson Corp

Industrials
-7
- 0.71%
$209.25 - $227.98 $1.46K - $1.6K
974 $221M
FSV
First Service Corp

Real Estate
-31
- 2.34%
$175.69 - $208.43 $5.45K - $6.46K
1.29K $246M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-24
- 0.99%
$132.9 - $142.03 $3.19K - $3.41K
2.41K $339M
VIG
Vanguard Dividend Appreciation

ETFs
-139
- 2.96%
N/A
4.56K $985M
MC
Moelis & CO

Financial Services
-133
- 3.36%
$64.0 - $77.75 $8.51K - $10.3K
3.82K $273M
DCI
Donaldson CO Inc

Industrials
-155
- 4.71%
$69.82 - $82.14 $10.8K - $12.7K
3.14K $257M
WEX
Wex Inc.

Technology
-17
- 0.58%
$149.2 - $176.26 $2.54K - $3K
2.92K $460M
LOW
Lowes Companies Inc

Consumer Cyclical
-649
- 9.96%
$215.01 - $273.02 $140K - $177K
5.87K $1.47B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6
- 0.28%
$185.88 - $207.44 $1.12K - $1.24K
2.11K $424M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-402
- 8.21%
$42.74 - $62.88 $17.2K - $25.3K
4.5K $259M
JLL
Jones Lang Lasalle Inc

Real Estate
-33
- 3.28%
$248.95 - $319.66 $8.22K - $10.5K
972 $290M
ATO
Atmos Energy Corp

Utilities
-71
- 2.53%
$151.51 - $170.75 $10.8K - $12.1K
2.74K $468M
RJF
Raymond James Financial Inc

Financial Services
-62
- 2.61%
$154.64 - $176.43 $9.59K - $10.9K
2.31K $399M
MPC
Marathon Petroleum Corp

Energy
-810
- 11.28%
$158.59 - $198.69 $128K - $161K
6.37K $1.23B
FAST
Fastenal CO

Industrials
-1.42K
- 9.43%
$42.47 - $50.39 $60.1K - $71.3K
13.6K $666M
LEN
Lennar Corp

Consumer Cyclical
-29
- 1.02%
$107.73 - $142.4 $3.12K - $4.13K
2.82K $355M
POOL
Pool Corp

Industrials
-39
- 1.36%
$292.13 - $333.62 $11.4K - $13K
2.84K $880M
FTI
Technip Fmc PLC

Energy
-3.62K
- 9.83%
$32.19 - $40.89 $116K - $148K
33.2K $1.31B
QCOM
Qualcomm Inc

Technology
-555
- 2.92%
$145.84 - $173.55 $80.9K - $96.3K
18.4K $3.07B
CAT
Caterpillar Inc

Industrials
-741
- 16.19%
$390.92 - $477.15 $290K - $354K
3.84K $1.83B
EVR
Evercore Inc.

Financial Services
-57
- 4.75%
$276.5 - $362.79 $15.8K - $20.7K
1.14K $386M
Activity Summary
Buys All Purchases 285 New Holdings 42 Increased Positions 243 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 4 Puts 4
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