Berkeley, Inc Reduced Holdings in Q4 2025

Berkeley, Inc

  • $314 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
-183K
- 49.08%
$45.93 - $48.13 $8.38M - $8.79M
189K $9.22B
ZTS
Zoetis Inc.

Healthcare
-32K
- 61.21%
$118.8 - $147.53 $3.8M - $4.72M
20.3K $2.55B
EUDG
Wisdomtree Tr

ETFs
-90.8K
- 73.79%
$34.98 - $36.39 $3.18M - $3.3M
32.2K $1.21B
DSTL
ETF Ser Solution Distillate Us

ETFs
-27.8K
- 7.26%
$56.27 - $58.55 $1.56M - $1.63M
355K $20.9B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-2.64K
- 35.16%
$506.07 - $566.91 $1.34M - $1.5M
4.86K $2.94B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-37.8K
- 18.9%
$25.85 - $27.19 $977K - $1.03M
162K $4.37B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.93K
- 10.62%
$100.68 - $106.15 $697K - $735K
58.3K $5.97B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.99K
- 9.38%
$87.0 - $90.6 $695K - $724K
77.2K $6.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.01K
- 11.71%
$656.2 - $690.71 $663K - $698K
7.61K $5.21B
DSMC
ETF Ser Solutions Distillate S
-10.3K
- 6.55%
N/A
147K $5.23B
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-2.39K
- 4.73%
$130.04 - $134.12 $311K - $321K
48.2K $6.42B
ORCL
Oracle Corp

Technology
-107
- 5.32%
$217.57 - $313.0 $23.3K - $33.5K
1.91K $371M
ROST
Ross Stores, Inc.

Consumer Cyclical
-4.01K
- 17.51%
$147.71 - $162.85 $592K - $653K
18.9K $3.4B
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 1.56%
$358.03 - $397.02 $5.01K - $5.56K
884 $304M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.6K
- 12.7%
$28.9 - $30.17 $46.2K - $48.2K
11K $330M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.38K
- 1.36%
$26.44 - $27.53 $63K - $65.6K
173K $4.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-143
- 3.78%
$600.51 - $631.95 $85.9K - $90.4K
3.64K $2.28B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-558
- 3.17%
$75.19 - $77.98 $42K - $43.5K
17.1K $1.32B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.18K
- 6.18%
$27.17 - $28.65 $32.1K - $33.9K
18K $511M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.05K
- 6.31%
$46.45 - $49.01 $48.8K - $51.5K
15.6K $751M
VBR
Vanguard Small Cap Value ETF

ETFs
-151
- 3.69%
$201.42 - $211.15 $30.4K - $31.9K
3.94K $835M
VTI
Vanguard Total Stock Market Et

ETFs
-138
- 3.19%
$321.8 - $337.95 $44.4K - $46.6K
4.18K $1.4B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-100
- 1.42%
$50.22 - $52.54 $5.02K - $5.25K
6.97K $359M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-769
- 5.21%
N/A
14K $718M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-1.44K
- 4.19%
$46.43 - $48.4 $67K - $69.9K
33K $1.58B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-146
- 2.48%
$39.17 - $40.87 $5.72K - $5.97K
5.75K $235M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-844
- 2.69%
$37.45 - $38.85 $31.6K - $32.8K
30.5K $1.19B
TJX
Tjx Companies Inc

Consumer Cyclical
-26
- 0.4%
$138.56 - $147.63 $3.6K - $3.84K
6.47K $994M
Gmo ETF Trust
-624
- 0.43%
N/A
143K $3.81B
GOOGL
Alphabet Inc.

Communication Services
-4.28K
- 10.81%
$236.57 - $291.31 $1.01M - $1.25M
35.3K $11B
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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