Mitchell & Pahl Private Wealth, LLC Reduced Holdings in Q4 2025

Mitchell & Pahl Private Wealth, LLC

  • $228 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-25
- 0.22%
$138.42 - $168.45 $3.46K - $4.21K
11.6K $1.6M
MSFT
Microsoft Corp

Technology
-427
- 2.76%
$496.82 - $542.07 $212K - $231K
15.1K $7.65M
UNH
Unitedhealth Group Inc

Healthcare
-188
- 1.88%
$320.52 - $369.92 $60.3K - $69.5K
9.81K $3.15M
POOL
Pool Corp

Industrials
-57
- 1.77%
$242.32 - $312.05 $13.8K - $17.8K
3.17K $768K
ECL
Ecolab Inc.

Basic Materials
-12
- 0.09%
$253.06 - $281.35 $3.04K - $3.38K
12.7K $3.29M
UBS
Ubs Group Ag

Financial Services
-1.91K
- 3.56%
$37.56 - $41.1 $71.7K - $78.5K
51.7K $2.01M
NKE
Nike, Inc.

Consumer Cyclical
-302
- 1.31%
$60.8 - $74.57 $18.4K - $22.5K
22.8K $1.43M
APD
Air Products & Chemicals, Inc.

Basic Materials
-168
- 1.74%
$237.56 - $271.47 $39.9K - $45.6K
9.5K $2.46M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.22K
- 3.93%
$64.77 - $73.08 $79K - $89.2K
29.8K $1.97M
TDY
Teledyne Technologies Inc

Technology
-17
- 0.92%
$501.23 - $593.62 $8.52K - $10.1K
1.84K $922K
GS
Goldman Sachs Group Inc

Financial Services
-76
- 1.67%
$744.6 - $838.97 $56.6K - $63.8K
4.48K $3.47M
RELX
Relx PLC

Communication Services
-260
- 1.29%
$41.33 - $47.07 $10.7K - $12.2K
19.9K $820K
TEF
Telefonica S A

Communication Services
-3.22K
- 2.06%
$4.08 - $5.32 $13.1K - $17.1K
153K $657K
AWK
American Water Works Company, Inc.

Utilities
-201
- 1.6%
$125.97 - $145.43 $25.3K - $29.2K
12.3K $1.62M
NVO
Novo Nordisk A S

Healthcare
-228
- 1.52%
$45.68 - $59.65 $10.4K - $13.6K
14.7K $713K
DLB
Dolby Laboratories, Inc.

Industrials
-78
- 0.5%
$64.95 - $72.67 $5.07K - $5.67K
15.7K $1.03M
ZTS
Zoetis Inc.

Healthcare
-74
- 1.98%
$118.8 - $147.53 $8.79K - $10.9K
3.66K $435K
WEC
Wec Energy Group, Inc.

Utilities
-32
- 0.12%
$110.61 - $117.5 $3.54K - $3.76K
26.8K $2.97M
DOCU
Docusign, Inc.

Technology
-12
- 0.06%
$67.01 - $73.14 $804 - $878
21.4K $1.45M
LHX
L3 Harris Technologies, Inc.

Industrials
-113
- 3.52%
$283.87 - $306.76 $32.1K - $34.7K
3.1K $896K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-370
- 4.67%
$280.66 - $305.09 $104K - $113K
7.55K $2.13M
V
Visa Inc.

Financial Services
-78
- 2.16%
$325.75 - $352.42 $25.4K - $27.5K
3.54K $1.15M
EMR
Emerson Electric CO

Industrials
-8
- 0.04%
$126.01 - $140.03 $1.01K - $1.12K
20K $2.55M
PPG
Ppg Industries Inc

Basic Materials
-111
- 1.46%
$94.92 - $105.45 $10.5K - $11.7K
7.49K $726K
MA
Mastercard Inc

Financial Services
-36
- 2.18%
$536.85 - $580.45 $19.3K - $20.9K
1.62K $869K
UNP
Union Pacific Corp

Industrials
-49
- 1.55%
$216.37 - $237.41 $10.6K - $11.6K
3.12K $689K
TT
Trane Technologies PLC

Industrials
-90
- 2.74%
$408.5 - $448.65 $36.8K - $40.4K
3.2K $1.34M
AMT
American Tower Corp

Real Estate
-62
- 2.38%
$176.64 - $193.32 $11K - $12K
2.54K $458K
ENB
Enbridge Inc

Energy
-299
- 3.15%
$46.39 - $50.07 $13.9K - $15K
9.2K $439K
CARR
Carrier Global Corp

Industrials
-128
- 2.57%
$54.1 - $60.75 $6.92K - $7.78K
4.85K $262K
HSBC
Hsbc Holdings PLC

Financial Services
-443
- 1.9%
$65.67 - $73.49 $29.1K - $32.6K
22.9K $1.63M
ADSK
Autodesk, Inc.

Technology
-102
- 4.31%
N/A
2.26K $556K
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.2%
$294.11 - $320.41 $882 - $961
1.51K $453K
FCX
Freeport Mcmoran Inc

Basic Materials
-788
- 5.66%
$38.65 - $43.31 $30.5K - $34.1K
13.1K $527K
MTN
Vail Resorts Inc

Consumer Cyclical
-3
- 0.08%
$141.91 - $157.9 $426 - $474
3.72K $543K
ABBV
Abb Vie Inc.

Healthcare
-224
- 1.38%
$211.96 - $244.38 $47.5K - $54.7K
16.1K $3.76M
AIG
American International Group, Inc.

Financial Services
-1
- 0.01%
$76.15 - $84.05 $76.2 - $84.1
7.15K $555K
WRB
Berkley W R Corp

Financial Services
-142
- 0.65%
$71.34 - $78.46 $10.1K - $11.1K
21.6K $1.66M
Te Connectivity PLC
-205
- 3.95%
N/A
4.99K $0
Blackrock Inc
-39
- 1.41%
N/A
2.73K $0
NTR
Nutrien Ltd.

Basic Materials
-69
- 0.52%
$53.64 - $61.11 $3.7K - $4.22K
13.1K $776K
NDSN
Nordson Corp

Industrials
-41
- 0.86%
$228.16 - $238.35 $9.35K - $9.77K
4.73K $1.09M
IONS
Ionis Pharmaceuticals Inc

Healthcare
-193
- 5.4%
$65.8 - $74.68 $12.7K - $14.4K
3.38K $241K
ELAN
Elanco Animal Health Inc

Healthcare
-2K
- 3.75%
$19.76 - $22.86 $39.6K - $45.8K
51.4K $1.08M
GOOGL
Alphabet Inc.

Communication Services
-81
- 8.13%
$236.57 - $291.31 $19.2K - $23.6K
915 $252K
TRV
Travelers Companies, Inc.

Financial Services
-48
- 1.49%
$261.57 - $287.42 $12.6K - $13.8K
3.18K $912K
FTS
Fortis Inc.

Utilities
-216
- 1.22%
$49.81 - $52.65 $10.8K - $11.4K
17.5K $915K
AMZN
Amazon Com Inc

Consumer Cyclical
-89
- 3.5%
$213.04 - $254.0 $19K - $22.6K
2.45K $575K
GD
General Dynamics Corp

Industrials
-43
- 0.44%
$330.59 - $353.77 $14.2K - $15.2K
9.75K $3.36M
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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