Regatta Capital Group, LLC Sells in Q4 2025

Regatta Capital Group, LLC

  • $608 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-344
- 1.51%
$609.01 - $751.67 $209K - $259K
22.4K $13.6M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-177K
- 92.17%
$10.73 - $11.21 $1.89M - $1.98M
15K $163K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.12K
- 15.99%
$475.68 - $513.11 $1.49M - $1.6M
16.4K $8.35M
AVGO
Broadcom Inc.

Technology
-4.69K
- 19.95%
$324.63 - $385.98 $1.52M - $1.81M
18.8K $6.45M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-102K
- 80.33%
$11.51 - $12.18 $1.17M - $1.24M
24.9K $299K
NVDA
Nvidia Corp

Technology
-5.25K
- 8.25%
$179.83 - $207.04 $944K - $1.09M
58.4K $10.9M
NKE
Nike, Inc.

Consumer Cyclical
-10.1K
- 26.64%
$60.8 - $74.57 $612K - $750K
27.7K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-182
- 1.38%
$401.99 - $468.37 $73.2K - $85.2K
13K $5.32M
T
At&T Inc.

Communication Services
-8.19K
- 7.99%
$24.44 - $27.55 $200K - $226K
94.3K $2.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 0.92%
$4804.01 - $5424.55 $33.6K - $38K
754 $3.62M
ORCL
Oracle Corp

Technology
-195
- 3.22%
$217.57 - $313.0 $42.4K - $61K
5.86K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
-199
- 0.87%
$294.11 - $320.41 $58.5K - $63.8K
22.7K $6.83M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.05K
- 10.58%
$117.6 - $129.07 $241K - $265K
17.3K $2.04M
WSM
Williams Sonoma Inc

Consumer Cyclical
-92
- 0.43%
$181.45 - $199.63 $16.7K - $18.4K
21.3K $3.88M
V
Visa Inc.

Financial Services
-182
- 1.51%
$325.75 - $352.42 $59.3K - $64.1K
11.9K $3.88M
CSGP
Costar Group, Inc.

Real Estate
-45
- 0.34%
$67.23 - $84.8 $3.03K - $3.82K
13.4K $910K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.88K
- 6.65%
$88.13 - $92.69 $165K - $174K
26.3K $2.36M
PG
Procter & Gamble CO

Consumer Defensive
-545
- 3.55%
$145.5 - $153.18 $79.3K - $83.5K
14.8K $2.16M
BA
Boeing CO

Industrials
-175
- 2.54%
$191.81 - $225.32 $33.6K - $39.4K
6.71K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 3.29%
$358.03 - $397.02 $35.8K - $39.7K
2.94K $1.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.31K
- 5.22%
$50.57 - $50.77 $167K - $168K
60.1K $3.04M
ENB
Enbridge Inc

Energy
-2.9K
- 25.87%
$46.39 - $50.07 $135K - $145K
8.31K $396K
BX
Blackstone Inc.

Financial Services
-50
- 1.12%
$138.42 - $168.45 $6.92K - $8.42K
4.41K $609K
COST
Costco Wholesale Corp

Consumer Defensive
-80
- 1.36%
$910.94 - $954.99 $72.9K - $76.4K
5.79K $5.29M
UNH
Unitedhealth Group Inc

Healthcare
-314
- 27.28%
$320.52 - $369.92 $101K - $116K
837 $268K
MGM
Mgm Resorts International

Consumer Cyclical
-2.53K
- 14.37%
$30.72 - $34.75 $77.8K - $88.1K
15.1K $490K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-2.3K
- 13.28%
$50.48 - $50.65 $116K - $116K
15K $757K
MELI
Mercadolibre Inc

Consumer Cyclical
-7
- 2.0%
$2024.98 - $2360.76 $14.2K - $16.5K
343 $702K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-680
- 4.76%
$114.27 - $121.15 $77.7K - $82.4K
13.6K $1.59M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.4K
- 7.02%
$37.7 - $39.08 $90.4K - $93.8K
31.8K $1.22M
PEP
Pepsico Inc

Consumer Defensive
-1.02K
- 14.01%
$138.84 - $153.71 $141K - $156K
6.24K $922K
ABBV
Abb Vie Inc.

Healthcare
-513
- 4.63%
$211.96 - $244.38 $109K - $125K
10.6K $2.47M
PFE
Pfizer Inc

Healthcare
-3.44K
- 21.0%
$24.23 - $27.37 $83.4K - $94.2K
13K $324K
VTI
Vanguard Total Stock Market Et

ETFs
-317
- 4.72%
$321.8 - $337.95 $102K - $107K
6.4K $2.11M
MA
Mastercard Inc

Financial Services
-4
- 0.14%
$536.85 - $580.45 $2.15K - $2.32K
2.76K $1.48M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-832
- 8.92%
$102.37 - $105.36 $85.2K - $87.7K
8.5K $872K
CMCSA
Comcast Corp

Communication Services
-1.44K
- 12.41%
$26.98 - $31.09 $38.9K - $44.8K
10.2K $276K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-734
- 3.66%
$100.33 - $100.69 $73.6K - $73.9K
19.3K $1.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-694
- 2.41%
$63.25 - $66.24 $43.9K - $46K
28.2K $1.81M
INTU
Intuit Inc

Technology
-7
- 0.41%
$641.79 - $683.39 $4.49K - $4.78K
1.71K $1.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.1K
- 1.67%
$57.9 - $61.26 $295K - $312K
300K $18M
URA
Global X Uranium ETF

ETFs
-769
- 7.02%
$44.75 - $58.11 $34.4K - $44.7K
10.2K $455K
ABT
Abbott Laboratories

Healthcare
-372
- 8.68%
$123.62 - $134.59 $46K - $50.1K
3.92K $509K
COP
Conocophillips

Energy
-425
- 10.53%
$85.66 - $95.46 $36.4K - $40.6K
3.61K $320K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-130
- 2.09%
$589.5 - $635.77 $76.6K - $82.7K
6.1K $3.68M
WM
Waste Management Inc

Industrials
-53
- 1.38%
$196.77 - $219.98 $10.4K - $11.7K
3.79K $792K
MAS
Masco Corp

Industrials
-136
- 3.77%
$59.36 - $71.0 $8.07K - $9.66K
3.47K $206K
BRSP
Bright Spire Capital, Inc.

Real Estate
-8.15K
- 13.47%
$5.07 - $5.47 $41.3K - $44.6K
52.4K $283K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-767
- 5.46%
$50.56 - $50.76 $38.8K - $38.9K
13.3K $672K
Activity Summary
Buys All Purchases 82 New Holdings 14 Increased Positions 68 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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