Kaufman Rossin Wealth, LLC Purchases and Sells in Q4 2025

Kaufman Rossin Wealth, LLC

$192 Billion
Q4 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	6.56K + 5.53%	$142.79 - $150.05 $936K - $984K	125K $18.6B
AVDV	1.06K + 0.64%	$87.37 - $90.92 $92.5K - $96.3K	167K $15.7B
PCG	30.8K + 266.76%	$15.63 - $16.81 $481K - $518K	42.3K $680M
CNC	10.1K + 98.47%	$33.15 - $38.7 $336K - $392K	20.4K $840M
DFEM	4.09K + 1.23%	$31.28 - $33.46 $128K - $137K	338K $11.2B
DIHP	5.16K + 2.45%	$30.11 - $31.43 $155K - $162K	216K $6.83B

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ATLASSIAN CORPORATION	4.83K New	N/A	4.83K $783M
IWN	3.81K New	$172.34 - $181.51 $656K - $691K	3.81K $690M
BMY	11.7K New	$42.6 - $49.08 $496K - $572K	11.7K $629M
DFNM	7.95K New	$47.98 - $48.33 $381K - $384K	7.95K $383M
MKTX	2.07K New	$158.85 - $177.4 $329K - $368K	2.07K $376M
ABNB	2.63K New	$117.6 - $129.07 $309K - $339K	2.63K $357M

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRSN	-907 - 30.47%	$232.82 - $275.44 $211K - $250K	2.07K $503M
VEEV	-495 - 27.9%	$283.73 - $306.22 $140K - $152K	1.28K $286M
MSFT	-184 - 6.72%	$496.82 - $542.07 $91.4K - $99.7K	2.56K $1.24B
RE	-451 - 37.61%	N/A	748 $254M
META	-175 - 33.08%	$609.01 - $751.67 $107K - $132K	354 $233M
MANH	-306 - 14.27%	$175.13 - $208.9 $53.6K - $63.9K	1.84K $319M

Activity Summary All Purchases 77 New Holdings 24 Increased Positions 53 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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