Portside Wealth Group, LLC Reduced Holdings in Q4 2025

Portside Wealth Group, LLC

  • $744 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-2.95K
- 5.21%
$217.57 - $313.0 $642K - $923K
53.7K $10.5B
GLDM
World Gold Trust

ETFs
-51.4K
- 52.5%
$76.32 - $86.69 $3.92M - $4.45M
46.5K $3.97B
ABT
Abbott Laboratories

Healthcare
-13.7K
- 41.79%
$123.62 - $134.59 $1.69M - $1.84M
19K $2.38B
WDAY
Workday, Inc.

Technology
-6.58K
- 75.42%
$223.49 - $245.67 $1.47M - $1.62M
2.15K $461M
VT
Vanguard Total World Stk Index

ETFs
-11.1K
- 45.48%
$135.16 - $141.78 $1.49M - $1.57M
13.2K $1.87B
ZTS
Zoetis Inc.

Healthcare
-6.09K
- 20.03%
$118.8 - $147.53 $724K - $899K
24.3K $3.06B
SHOP
Shopify Inc.

Technology
-11.5K
- 19.98%
$146.04 - $179.01 $1.69M - $2.07M
46.2K $7.44B
HD
Home Depot, Inc.

Consumer Cyclical
-1.14K
- 13.35%
$358.03 - $397.02 $407K - $452K
7.39K $2.54B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-5.51K
- 38.69%
$117.13 - $132.85 $645K - $732K
8.73K $957M
MA
Mastercard Inc

Financial Services
-1.5K
- 11.46%
$536.85 - $580.45 $807K - $872K
11.6K $6.63B
PAYC
Paycom Software, Inc.

Technology
-1.74K
- 18.88%
$162.15 - $206.86 $283K - $361K
7.49K $1.19B
AON
Aon PLC

Financial Services
-1.9K
- 21.21%
$326.07 - $366.93 $619K - $696K
7.05K $2.49B
UBER
Uber Technologies, Inc

Technology
-3.03K
- 12.65%
$91.62 - $100.1 $278K - $304K
21K $1.71B
MSCI
Msci Inc.

Financial Services
-1.09K
- 16.82%
$533.34 - $593.76 $581K - $647K
5.39K $3.09B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.75K
- 12.18%
$55.57 - $63.17 $208K - $237K
27.1K $1.46B
PG
Procter & Gamble CO

Consumer Defensive
-2.2K
- 14.99%
$145.5 - $153.18 $320K - $337K
12.5K $1.79B
WSO
Watsco Inc

Industrials
-746
- 24.18%
$343.12 - $414.9 $256K - $310K
2.34K $788M
SNPS
Synopsys Inc

Technology
-732
- 15.6%
$389.83 - $489.36 $285K - $358K
3.96K $1.86B
MORN
Morningstar, Inc.

Financial Services
-1.83K
- 48.94%
$208.83 - $228.23 $382K - $418K
1.91K $415M
SBUX
Starbucks Corp

Consumer Cyclical
-5.06K
- 10.37%
$78.46 - $87.26 $397K - $442K
43.8K $3.69B
ADBE
Adobe Inc.

Technology
-1.18K
- 14.43%
$325.07 - $359.91 $382K - $423K
6.98K $2.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.07K
- 16.84%
$237.56 - $271.47 $254K - $290K
5.28K $1.31B
POOL
Pool Corp

Industrials
-838
- 29.52%
$242.32 - $312.05 $203K - $261K
2K $458M
BSX
Boston Scientific Corp

Healthcare
-3.75K
- 17.15%
$94.95 - $104.98 $356K - $394K
18.1K $1.73B
T
At&T Inc.

Communication Services
-5.74K
- 7.57%
$24.44 - $27.55 $140K - $158K
70.1K $1.74B
ADP
Automatic Data Processing Inc

Industrials
-784
- 14.82%
$250.9 - $292.94 $197K - $230K
4.51K $1.16B
SAP
Sap Se

Technology
-1.02K
- 17.26%
$238.9 - $280.46 $243K - $285K
4.87K $1.18B
NVO
Novo Nordisk A S

Healthcare
-3.18K
- 6.43%
$45.68 - $59.65 $145K - $190K
46.2K $2.35B
SE
Sea LTD

Consumer Cyclical
-118
- 1.7%
$140.04 - $192.69 $16.5K - $22.7K
6.83K $872M
NCNO
N Cino, Inc.

Technology
-12.3K
- 37.66%
$23.76 - $27.1 $293K - $334K
20.4K $523M
APPF
Appfolio Inc

Technology
-1.04K
- 39.35%
$223.31 - $262.26 $233K - $273K
1.61K $374M
MELI
Mercadolibre Inc

Consumer Cyclical
-110
- 30.14%
$2024.98 - $2360.76 $223K - $260K
255 $514M
SFBS
Servis First Bancshares, Inc.

Financial Services
-3.66K
- 43.24%
$68.87 - $82.36 $252K - $302K
4.81K $345M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-4.96K
- 31.81%
$50.68 - $58.29 $252K - $289K
10.6K $549M
TXN
Texas Instruments Inc

Technology
-1.32K
- 17.25%
N/A
6.32K $1.1B
CYBR
Cyber Ark Software Ltd.

Technology
-511
- 24.96%
$486.39 - $522.02 $249K - $267K
1.54K $685M
MSTR
Microstrategy Inc

Technology
-258
- 16.62%
$199.75 - $359.69 $51.5K - $92.8K
1.29K $197M
INTU
Intuit Inc

Technology
-350
- 11.33%
$641.79 - $683.39 $225K - $239K
2.74K $1.82B
AAON
Aaon, Inc.

Industrials
-2.42K
- 37.64%
$89.93 - $106.24 $218K - $257K
4.01K $306M
PSTG
Pure Storage, Inc.

Technology
-2.2K
- 26.51%
$83.96 - $98.7 $185K - $218K
6.11K $409M
EPAC
Enerpac Tool Group Corp

Industrials
-6.38K
- 44.75%
$38.64 - $42.49 $246K - $271K
7.88K $301M
HEIA
Heico Crp Cl A
-1.09K
- 32.9%
N/A
2.23K $562M
ARES
Ares Management Corp

Financial Services
-1.81K
- 24.02%
$140.88 - $155.5 $254K - $281K
5.71K $924M
SPSC
Sps Commerce Inc

Technology
-2.17K
- 47.5%
$80.48 - $113.04 $175K - $245K
2.4K $214M
WEC
Wec Energy Group, Inc.

Utilities
-1.48K
- 13.04%
$110.61 - $117.5 $164K - $174K
9.87K $1.04B
FDS
Factset Research Systems Inc

Financial Services
-900
- 36.0%
$253.62 - $294.11 $228K - $265K
1.6K $464M
TDY
Teledyne Technologies Inc

Technology
-252
- 15.78%
$501.23 - $593.62 $126K - $150K
1.35K $687M
TT
Trane Technologies PLC

Industrials
-544
- 50.7%
$408.5 - $448.65 $222K - $244K
529 $206M
ACN
Accenture PLC

Technology
-2.19K
- 13.9%
$234.02 - $253.35 $511K - $554K
13.5K $3.63B
Activity Summary
Buys All Purchases 258 New Holdings 27 Increased Positions 231 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 6 Puts 2
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