Ritholtz Wealth Management Purchases in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
1.15K
+ 22.32%
$936.19 - $1075.45 $1.07M - $1.23M
6.28K $6.41M
IBM
International Business Machines Corp

Technology
3.87K
+ 22.33%
$275.97 - $314.98 $1.07M - $1.22M
21.2K $6.3M
SYF
Synchrony Financial

Financial Services
16.9K
+ 21.89%
$68.02 - $75.49 $1.15M - $1.28M
94.1K $6.88M
PEP
Pepsico Inc

Consumer Defensive
8.1K
+ 33.13%
$138.84 - $153.71 $1.12M - $1.24M
32.5K $4.81M
CAH
Cardinal Health Inc

Healthcare
30
+ 0.11%
$153.27 - $206.06 $4.6K - $6.18K
28.1K $5.77M
AZN
Astrazeneca PLC

Healthcare
2.78K
+ 3.26%
$81.15 - $89.4 $226K - $249K
88.3K $7.89M
APA
Apa Corp

Energy
53.1K
+ 192.25%
$21.66 - $25.12 $1.15M - $1.33M
80.8K $2M
DHR
Danaher Corp

Healthcare
4.99K
+ 50.97%
$202.46 - $223.01 $1.01M - $1.11M
14.8K $3.26M
TM
Toyota Motor Corp

Consumer Cyclical
6.12K
+ 51.56%
$185.22 - $211.24 $1.13M - $1.29M
18K $3.58M
ACN
Accenture PLC

Technology
5.54K
+ 65.12%
$234.02 - $253.35 $1.3M - $1.4M
14K $3.39M
MCK
Mckesson Corp

Healthcare
413
+ 3.08%
$738.06 - $859.37 $305K - $355K
13.8K $11.6M
ORI
Old Republic International Corp

Financial Services
4.18K
+ 0.72%
$38.4 - $44.35 $161K - $185K
586K $26M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
8.07K
+ 378.79%
$124.39 - $154.88 $1M - $1.25M
10.2K $1.56M
USB
Us Bancorp \De\

Financial Services
35.2K
+ 29.31%
$45.28 - $48.26 $1.6M - $1.7M
155K $7.07M
SANM
Sanmina Corp

Technology
3.05K
+ 18.0%
$114.08 - $177.76 $348K - $543K
20K $3.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.8K
+ 4.52%
$110.25 - $112.92 $1.63M - $1.67M
343K $37.8M
BWA
Borgwarner Inc

Consumer Cyclical
27K
+ 116.76%
$41.21 - $46.01 $1.11M - $1.24M
50.1K $2.24M
FOXA
Fox Corp

Communication Services
17.7K
+ 42.99%
$57.0 - $66.71 $1.01M - $1.18M
58.8K $3.81M
HCA
Hca Healthcare, Inc.

Healthcare
1.54K
+ 14.76%
$410.68 - $476.61 $632K - $734K
12K $5.66M
MRK
Merck & Co., Inc.

Healthcare
10.3K
+ 38.3%
$82.49 - $92.93 $850K - $958K
37.2K $3.46M
PII
Polaris Inc.

Consumer Cyclical
18.5K
New
$56.3 - $71.19 $1.04M - $1.32M
18.5K $1.19M
KO
Coca Cola CO

Consumer Defensive
11.2K
+ 12.3%
$66.1 - $71.61 $742K - $804K
102K $7.24M
PH
Parker Hannifin Corp

Industrials
1.18K
+ 54.64%
$716.66 - $857.93 $844K - $1.01M
3.33K $2.77M
VOD
Vodafone Group Public LTD CO

Communication Services
53.9K
+ 8.38%
$11.17 - $12.67 $602K - $683K
697K $8.59M
EBS
Emergent Bio Solutions Inc.

Healthcare
109K
New
$9.07 - $12.84 $988K - $1.4M
109K $1.1M
TPL
Texas Pacific Land Corp

Energy
1.03K
+ 201.76%
$889.25 - $1022.65 $919K - $1.06M
1.55K $1.58M
LVS
Las Vegas Sands Corp

Consumer Cyclical
16.7K
New
$46.47 - $66.99 $778K - $1.12M
16.7K $1.09M
ERIC
Ericsson Lm Telephone CO

Technology
64.8K
+ 20.57%
$8.17 - $10.27 $529K - $665K
380K $3.69M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.5K
+ 3.11%
$52.76 - $53.18 $1.24M - $1.25M
780K $41.2M
BAC
Bank Of America Corp

Financial Services
20.8K
+ 9.9%
$48.65 - $54.11 $1.01M - $1.13M
231K $11.9M
PBYI
Puma Biotechnology, Inc.

Healthcare
223K
+ 47.42%
$4.73 - $5.95 $1.06M - $1.33M
694K $3.44M
AMGN
Amgen Inc

Healthcare
520
+ 3.72%
$290.13 - $341.71 $151K - $178K
14.5K $4.95M
FET
Forum Energy Technologies, Inc.

Energy
32.4K
New
$25.26 - $32.22 $817K - $1.04M
32.4K $997K
ABBV
Abb Vie Inc.

Healthcare
3.72K
+ 8.51%
$211.96 - $244.38 $789K - $910K
47.4K $11.1M
TFC
Truist Financial Corp

Financial Services
21.9K
+ 91.85%
$41.09 - $45.64 $900K - $1M
45.7K $2.05M
BFH
Bread Financial Holdings, Inc.

Financial Services
15.5K
New
$54.08 - $66.26 $839K - $1.03M
15.5K $960K
VALE
Vale S.A.

Basic Materials
39.1K
+ 10.61%
$10.75 - $12.48 $420K - $488K
408K $4.96M
MTG
Mgic Investment Corp

Financial Services
34.8K
+ 24.89%
$26.36 - $28.48 $916K - $990K
174K $4.92M
HST
Host Hotels & Resorts, Inc.

Real Estate
52.9K
+ 293.98%
$15.82 - $18.18 $837K - $962K
70.9K $1.25M
FNB
Fnb Corp

Financial Services
59.2K
+ 451.44%
$14.65 - $16.47 $868K - $975K
72.3K $1.15M
FITB
Fifth Third Bancorp

Financial Services
21.8K
New
$40.36 - $44.41 $881K - $969K
21.8K $928K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.17K
+ 17.54%
$142.79 - $150.05 $881K - $926K
41.3K $6.05M
III
Information Services Group Inc.

Technology
220K
+ 68.77%
$5.12 - $6.22 $1.12M - $1.37M
539K $2.76M
AMAT
Applied Materials Inc

Technology
2.99K
+ 30.63%
$209.95 - $240.89 $629K - $721K
12.8K $2.92M
RIO
Rio Tinto PLC

Basic Materials
12.1K
+ 88.04%
$65.44 - $72.58 $792K - $879K
25.9K $1.82M
HCSG
Healthcare Services Group Inc

Healthcare
52.7K
New
$15.18 - $19.23 $800K - $1.01M
52.7K $914K
PLD
Prologis, Inc.

Real Estate
3.63K
+ 7.09%
$111.23 - $127.18 $403K - $461K
54.8K $6.77M
MYE
Myers Industries Inc

Consumer Cyclical
51.4K
New
$15.76 - $18.09 $810K - $930K
51.4K $899K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
352
+ 1.77%
$118.79 - $161.47 $41.8K - $56.8K
20.2K $3.23M
Activity Summary
Buys All Purchases 681 New Holdings 145 Increased Positions 536 Sells All Sells 400 Reductions 400 Sold out 0 Options Calls 0 Puts 0
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