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
FHI
Federated Hermes, Inc.

Financial Services
-6
- 5.13%
$47.3 - $52.93 $284 - $318
111 $5.78M
SLB
Schlumberger Limited

Energy
-34
- 13.44%
$31.72 - $37.61 $1.08K - $1.28K
219 $8.41M
MTCH
Match Group, Inc.

Communication Services
-1
- 1.19%
$31.45 - $34.76 $31.5 - $34.8
83 $2.68M
Ncr Atleos Corporation
-4
- 4.35%
N/A
88 $3.35M
KLAC
Kla Corp

Technology
-1
- 14.29%
$982.75 - $1235.28 $983 - $1.24K
6 $7.29M
ADTN
Adtran Inc

Technology
-20
- 18.52%
$7.47 - $10.54 $149 - $211
88 $765K
MS
Morgan Stanley

Financial Services
-20
- 11.24%
$151.86 - $169.92 $3.04K - $3.4K
158 $28.1M
ENTG
Entegris Inc

Technology
-2
- 25.0%
$78.28 - $100.26 $157 - $201
6 $506K
NTCT
Netscout Systems Inc

Technology
-10
- 31.25%
$25.67 - $29.27 $257 - $293
22 $596K
AEP
American Electric Power CO Inc

Utilities
-3
- 6.67%
$112.75 - $122.73 $338 - $368
42 $4.84M
TG
Tredegar Corp

Industrials
-10
- 8.47%
$6.29 - $8.43 $62.9 - $84.3
108 $776K
BDX
Becton Dickinson & CO

Healthcare
-2
- 5.41%
$176.39 - $193.93 $353 - $388
35 $6.79M
HWC
Hancock Whitney Corp

Financial Services
-3
- 4.84%
$54.52 - $63.08 $164 - $189
59 $3.76M
Gci Liberty Inc
-3
- 8.57%
N/A
32 $1.19M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-1
- 25.0%
$24.71 - $28.37 $24.7 - $28.4
3 $62K
First Natl Corp
-5
- 16.13%
N/A
26 $657K
Magnera Corp
-6
- 46.15%
N/A
7 $106K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-1
- 3.7%
$23.14 - $27.83 $23.1 - $27.8
26 $697K
Costamare Bulkers Hldgs LTD
-18
- 7.23%
N/A
231 $3.56M
MD
Mednax, Inc.

Healthcare
-14
- 20.59%
$15.8 - $23.15 $221 - $324
54 $1.16M
ONB
Old National Bancorp

Financial Services
-1
- 0.85%
$19.6 - $22.57 $19.6 - $22.6
117 $2.61M
Annaly Capital Management In
-2
- 6.67%
N/A
28 $627K
STE
Steris PLC

Healthcare
-1
- 2.04%
$235.48 - $267.99 $235 - $268
48 $12.2M
PEGA
Pegasystems Inc

Technology
-2
- 2.7%
$53.38 - $66.64 $107 - $133
72 $4.3M
FTV
Fortive Corp

Technology
-15
- 9.74%
$47.8 - $52.03 $717 - $780
139 $7.68M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-3
- 5.08%
$20.31 - $23.18 $60.9 - $69.5
56 $1.31M
ON
On Semiconductor Corp

Technology
-5
- 5.62%
$45.74 - $55.08 $229 - $275
84 $4.55M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-1
- 4.35%
$294.24 - $339.75 $294 - $340
22 $6.67M
XPO
Xpo Logistics, Inc.

Industrials
-1
- 1.75%
$123.66 - $143.87 $124 - $144
56 $7.61M
AFRM
Affirm Holdings, Inc.

Technology
-1
- 0.4%
$65.96 - $78.95 $66 - $79
252 $18.8M
HUBG
Hub Group, Inc.

Industrials
-24
- 14.29%
$33.12 - $37.12 $795 - $891
144 $6.14M
Amentum Holdings Inc
-6
- 5.66%
N/A
100 $2.9M
RNR
Renaissancere Holdings LTD

Financial Services
-5
- 7.46%
$231.59 - $269.45 $1.16K - $1.35K
62 $17.4M
SNDR
Schneider National, Inc.

Industrials
-36
- 13.53%
$20.25 - $23.91 $729 - $861
230 $6.1M
FIX
Comfort Systems Usa Inc

Industrials
-1
- 7.14%
$790.72 - $1010.64 $791 - $1.01K
13 $12.1M
PCG
Pg&E Corp

Utilities
-10
- 1.22%
$15.63 - $16.81 $156 - $168
809 $13M
APH
Amphenol Corp

Technology
-12
- 5.94%
$121.7 - $143.85 $1.46K - $1.73K
190 $25.7M
WAT
Waters Corp

Healthcare
-2
- 11.11%
$318.35 - $387.37 $637 - $775
16 $6.08M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-4
- 11.43%
$122.18 - $178.42 $489 - $714
31 $5.31M
U
Unity Software Inc.

Technology
-6
- 1.92%
$34.72 - $43.13 $208 - $259
306 $13.5M
PKI
Perkinelmer Inc

Healthcare
-2
- 1.42%
N/A
139 $13.4M
SATS
Echo Star Corp

Technology
-1
- 2.44%
$67.4 - $79.5 $67.4 - $79.5
40 $4.35M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-1
- 0.85%
$32.11 - $38.61 $32.1 - $38.6
116 $5.12M
GE
General Electric CO

Industrials
-4
- 1.13%
$291.49 - $314.28 $1.17K - $1.26K
350 $108M
Elevra Lithium LTD
-24
- 24.49%
N/A
74 $3.89M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 14.05%
$524.58 - $588.02 $8.92K - $10K
104 $60.3M
BIIB
Biogen Inc.

Healthcare
-2
- 3.7%
$142.26 - $167.55 $285 - $335
52 $9.15M
IDXX
Idexx Laboratories Inc

Healthcare
-1
- 1.59%
$616.15 - $722.94 $616 - $723
62 $41.9M
STT
State Street Corp

Financial Services
-11
- 4.28%
$111.0 - $121.11 $1.22K - $1.33K
246 $31.7M
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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