Private Wealth Management Group, LLC Reduced Holdings in Q4 2025

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MATX
Matson, Inc.

Industrials
-15
- 51.72%
$88.05 - $110.86 $1.32K - $1.66K
14 $1.73M
MCHP
Microchip Technology Inc

Technology
-17
- 28.33%
$53.48 - $67.52 $909 - $1.15K
43 $2.74M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-1
- 1.19%
$39.93 - $43.86 $39.9 - $43.9
83 $2.26M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
-32
- 53.33%
N/A
28 $1.29M
BFA
Brown Forman Corp Cl A
-40
- 48.78%
N/A
42 $1.11M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-81
- 56.64%
$15.89 - $19.79 $1.29K - $1.6K
62 $1.5M
ASH
Ashland Global Holdings Inc

Basic Materials
-31
- 44.29%
$47.49 - $53.1 $1.47K - $1.65K
39 $2.29M
POWI
Power Integrations Inc

Technology
-23
- 56.1%
$34.6 - $48.83 $796 - $1.12K
18 $640K
ENR
Energizer Holdings, Inc.

Industrials
-29
- 38.67%
$23.2 - $25.17 $673 - $730
46 $915K
XLF
Financial Sector Spdr

ETFs
-23
- 6.17%
$51.76 - $53.77 $1.19K - $1.24K
350 $19.2M
XRAY
Dentsply Sirona Inc.

Healthcare
-44
- 14.47%
$10.52 - $13.19 $463 - $580
260 $2.97M
Mineralys Therapeutics Inc
-22
- 44.0%
N/A
28 $1.02M
DLB
Dolby Laboratories, Inc.

Industrials
-11
- 52.38%
$64.95 - $72.67 $714 - $799
10 $643K
CCI
Crown Castle International Corp

Real Estate
-1
- 1.02%
$87.81 - $98.87 $87.8 - $98.9
97 $8.62M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3
- 17.65%
$506.07 - $566.91 $1.52K - $1.7K
14 $8.47M
KROS
Keros Therapeutics, Inc.

Healthcare
-63
- 61.76%
$13.74 - $17.47 $866 - $1.1K
39 $795K
OFLX
Omega Flex, Inc.

Industrials
-21
- 19.09%
$26.98 - $30.86 $567 - $648
89 $2.62M
IPAR
Inter Parfums Inc

Consumer Defensive
-7
- 50.0%
$87.04 - $99.23 $609 - $695
7 $594K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-13
- 54.17%
N/A
11 $551K
DBX
Dropbox, Inc.

Technology
-5
- 2.04%
$28.14 - $31.11 $141 - $156
240 $6.67M
ALKS
Alkermes Plc.

Healthcare
-5
- 1.72%
$29.04 - $33.81 $145 - $169
285 $7.98M
IFF
International Flavors & Fragrances Inc

Basic Materials
-22
- 16.06%
$59.55 - $67.43 $1.31K - $1.48K
115 $7.75M
TECH
Bio Techne Corp

Healthcare
-20
- 11.63%
$57.41 - $66.06 $1.15K - $1.32K
152 $8.94M
BXP
Boston Properties Inc

Real Estate
-5
- 12.2%
$69.37 - $76.32 $347 - $382
36 $2.43M
AXGN
Axogen, Inc.

Healthcare
-66
- 63.46%
$15.59 - $24.41 $1.03K - $1.61K
38 $1.24M
GIS
General Mills Inc

Consumer Defensive
-7
- 10.14%
$45.98 - $50.93 $322 - $357
62 $2.88M
INDB
Independent Bank Corp

Financial Services
-10
- 27.03%
$64.39 - $70.48 $644 - $705
27 $1.97M
SBUX
Starbucks Corp

Consumer Cyclical
-2
- 0.19%
$78.46 - $87.26 $157 - $175
1.07K $90M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 16.67%
$402.9 - $437.15 $2.82K - $3.06K
35 $15.9M
EXPO
Exponent Inc

Industrials
-8
- 7.08%
$65.27 - $73.66 $522 - $589
105 $7.29M
SRI
Stoneridge Inc

Consumer Cyclical
-50
- 37.31%
$5.72 - $7.6 $286 - $380
84 $487K
PAYO
Payoneer Global Inc.

Technology
-81
- 45.76%
$5.27 - $6.2 $427 - $502
96 $540K
PEAK
Healthpeak Properties, Inc.

Real Estate
-9
- 8.04%
N/A
103 $1.66M
NPK
National Presto Industries Inc

Industrials
-4
- 44.44%
$94.1 - $119.44 $376 - $478
5 $534K
CSX
Csx Corp

Industrials
-32
- 3.4%
$34.88 - $36.67 $1.12K - $1.17K
909 $33M
MSCI
Msci Inc.

Financial Services
-1
- 5.0%
$533.34 - $593.76 $533 - $594
19 $10.9M
FR
First Industrial Realty Trust Inc

Real Estate
-17
- 18.68%
$50.26 - $56.64 $854 - $963
74 $4.24M
IR
Ingersoll Rand Inc.

Industrials
-1
- 0.99%
$75.47 - $84.18 $75.5 - $84.2
100 $7.92M
WHD
Cactus, Inc.

Energy
-12
- 52.17%
$33.4 - $44.37 $401 - $532
11 $503K
NNN
National Retail Properties, Inc.

Real Estate
-7
- 17.95%
$39.65 - $42.98 $278 - $301
32 $1.27M
EMN
Eastman Chemical CO

Basic Materials
-7
- 8.24%
$57.89 - $64.37 $405 - $451
78 $5M
DOX
Amdocs LTD

Technology
-4
- 15.38%
$76.91 - $85.49 $308 - $342
22 $1.77M
TXT
Textron Inc

Industrials
-5
- 15.63%
$79.42 - $87.34 $397 - $437
27 $2.35M
HOPE
Hope Bancorp Inc

Financial Services
-34
- 19.1%
$10.07 - $11.12 $342 - $378
144 $1.58M
AFL
Aflac Inc

Financial Services
-1
- 0.63%
$105.7 - $115.01 $106 - $115
157 $17.3M
WERN
Werner Enterprises Inc

Industrials
-23
- 23.0%
$24.35 - $29.0 $560 - $667
77 $2.31M
FNB
Fnb Corp

Financial Services
-69
- 7.87%
$14.65 - $16.47 $1.01K - $1.14K
808 $13.8M
NBIX
Neurocrine Biosciences Inc

Healthcare
-3
- 3.49%
$136.63 - $154.8 $410 - $464
83 $11.8M
Waldencast PLC
-139
- 37.17%
N/A
235 $442K
Activity Summary
Buys All Purchases 250 New Holdings 83 Increased Positions 167 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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