Ritholtz Wealth Management Purchases in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MGA
Magna International Inc

Consumer Cyclical
16.8K
+ 43.41%
$43.54 - $50.37 $732K - $847K
55.6K $2.73M
BOKF
Bok Financial Corp

Financial Services
8.08K
New
$104.31 - $115.53 $843K - $933K
8.08K $868K
GTX
Garrett Motion Inc.

Consumer Cyclical
15.9K
+ 8.53%
$12.49 - $17.55 $198K - $279K
202K $3.4M
MG
Mistras Group, Inc.

Industrials
63.7K
+ 285.66%
$9.39 - $13.07 $598K - $833K
86K $1.08M
GD
General Dynamics Corp

Industrials
2.36K
+ 16.08%
$330.59 - $353.77 $781K - $836K
17.1K $5.87M
ISRG
Intuitive Surgical Inc

Healthcare
538
+ 9.48%
$429.59 - $576.2 $231K - $310K
6.21K $3.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.24K
New
$557.73 - $694.99 $689K - $859K
1.24K $857K
NEE
Nextera Energy Inc

Utilities
5.48K
+ 14.73%
$78.18 - $86.03 $429K - $472K
42.7K $3.66M
NEU
Newmarket Corp

Basic Materials
1.17K
+ 61.62%
$742.86 - $873.09 $867K - $1.02M
3.06K $2.4M
TNL
Travel & Leisure Co.

Consumer Cyclical
10.7K
+ 24.99%
$58.09 - $69.91 $622K - $748K
53.5K $3.37M
INNV
Innov Age Holding Corp.

Healthcare
165K
New
$4.49 - $5.94 $741K - $980K
165K $798K
IDXX
Idexx Laboratories Inc

Healthcare
489
+ 5.63%
$616.15 - $722.94 $301K - $354K
9.17K $6.33M
BCS
Barclays PLC

Financial Services
25.1K
+ 10.9%
$19.36 - $22.51 $485K - $564K
255K $5.53M
PG
Procter & Gamble CO

Consumer Defensive
9.19K
+ 12.72%
$145.5 - $153.18 $1.34M - $1.41M
81.4K $11.9M
REVG
Rev Group, Inc.

Industrials
16.7K
+ 62.53%
$51.27 - $61.48 $854K - $1.02M
43.3K $2.28M
C
Citigroup Inc

Financial Services
11.8K
+ 9.75%
$93.93 - $102.87 $1.11M - $1.21M
133K $13M
RYAAY
Ryanair Holdings PLC

Industrials
11.1K
+ 55.53%
$59.06 - $65.0 $655K - $721K
31K $1.96M
TWIN
Twin Disc Inc

Industrials
47K
+ 350.58%
$13.76 - $17.05 $647K - $802K
60.5K $928K
CCK
Crown Holdings Inc

Consumer Cyclical
8.08K
+ 43.58%
$90.21 - $100.97 $729K - $816K
26.6K $2.53M
KRC
Kilroy Realty Corp

Real Estate
18K
New
$39.55 - $43.48 $710K - $781K
18K $733K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.33K
+ 27.43%
$155.17 - $185.52 $672K - $803K
20.1K $3.38M
LHX
L3 Harris Technologies, Inc.

Industrials
2.72K
+ 52.84%
$283.87 - $306.76 $772K - $834K
7.87K $2.28M
UAL
United Airlines Holdings, Inc.

Industrials
7.74K
+ 28.02%
$90.77 - $104.05 $702K - $805K
35.4K $3.36M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.02K
+ 77.25%
$79.54 - $88.08 $718K - $795K
20.7K $1.73M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.08K
+ 165.29%
$280.02 - $324.19 $581K - $673K
3.33K $1.05M
WSBC
Wesbanco Inc

Financial Services
21.7K
New
$29.94 - $33.75 $650K - $732K
21.7K $676K
INTU
Intuit Inc

Technology
1.35K
+ 24.83%
$641.79 - $683.39 $863K - $919K
6.76K $4.37M
HAL
Halliburton CO

Energy
16.8K
+ 23.28%
$21.82 - $28.06 $367K - $471K
89K $2.43M
IBB
Ishares Biotechnology ETF

ETFs
3.94K
New
$148.51 - $164.96 $585K - $650K
3.94K $646K
TRV
Travelers Companies, Inc.

Financial Services
1.14K
+ 2.96%
$261.57 - $287.42 $298K - $327K
39.7K $11.4M
PMAR
Innovator U.S. Equity Power Bu

ETFs
14.4K
New
$43.59 - $44.34 $627K - $638K
14.4K $635K
GFI
Gold Fields LTD

Basic Materials
16.6K
+ 37.76%
$35.68 - $46.62 $594K - $776K
60.7K $2.48M
RTX
Raytheon Technologies Corp

Industrials
1.36K
+ 2.98%
$157.0 - $179.44 $214K - $244K
47K $8.26M
FIX
Comfort Systems Usa Inc

Industrials
267
+ 5.99%
$790.72 - $1010.64 $211K - $270K
4.72K $4.3M
AZZ
Azz Inc

Industrials
6.65K
+ 188.41%
$97.64 - $109.1 $649K - $726K
10.2K $999K
ITW
Illinois Tool Works Inc

Industrials
2.94K
+ 41.43%
$242.03 - $260.73 $712K - $767K
10K $2.45M
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
126K
+ 124.55%
$3.72 - $4.87 $470K - $616K
228K $959K
MCD
Mcdonalds Corp

Consumer Cyclical
1.82K
+ 11.29%
$293.81 - $310.11 $536K - $566K
18K $5.48M
CX
Cemex Sab De Cv

Basic Materials
28.4K
+ 11.2%
$8.89 - $10.51 $252K - $298K
282K $2.85M
HPQ
Hp Inc

Technology
30.4K
+ 45.75%
$24.53 - $28.61 $745K - $869K
96.7K $2.37M
JLL
Jones Lang Lasalle Inc

Real Estate
1.84K
+ 151.99%
$283.23 - $316.99 $520K - $582K
3.04K $921K
VEU
Vanguard Ftse All World Ex Us

ETFs
6.26K
+ 10.2%
$70.2 - $73.89 $439K - $462K
67.6K $4.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.9K
+ 156.89%
$25.85 - $27.19 $541K - $569K
34.3K $909K
EGAN
Egain Corp

Technology
38.6K
+ 82.05%
$8.84 - $15.65 $341K - $604K
85.7K $965K
MTD
Mettler Toledo International Inc

Healthcare
364
+ 211.63%
$1273.67 - $1447.81 $464K - $527K
536 $752K
ALLE
Allegion PLC

Industrials
3.48K
+ 221.89%
$161.25 - $179.47 $561K - $624K
5.04K $813K
IEMG
Ishares Inc

ETFs
9.94K
+ 1.14%
N/A
878K $47.1M
BLD
Top Build Corp

Industrials
1.16K
+ 67.5%
$392.8 - $453.57 $454K - $525K
2.87K $1.2M
DFAU
Dimensional ETF Tr

ETFs
11.6K
New
$44.77 - $47.01 $517K - $543K
11.6K $530K
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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