Ritholtz Wealth Management Sells in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LYTS
Lsi Industries Inc

Technology
-166
- 0.44%
$18.4 - $23.73 $3.05K - $3.94K
37.5K $689K
RGR
Sturm Ruger & CO Inc

Industrials
-4.53K
- 33.43%
N/A
9.02K $373K
DELL
Dell Technologies Inc.

Technology
-285
- 1.59%
$133.76 - $164.88 $38.1K - $47K
17.7K $2.36M
EXEL
Exelixis, Inc.

Healthcare
-5.01K
- 5.74%
$34.54 - $43.59 $173K - $218K
82.2K $3.43M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
-1.53K
- 10.21%
$31.21 - $40.96 $47.9K - $62.8K
13.5K $423K
SKM
Sk Telecom CO LTD

Communication Services
-6.56K
- 19.59%
$19.93 - $21.73 $131K - $142K
26.9K $548K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-3.18K
- 21.83%
$22.5 - $28.92 $71.6K - $92K
11.4K $256K
MOD
Modine Manufacturing CO

Consumer Cyclical
-253
- 1.85%
$128.73 - $163.02 $32.6K - $41.2K
13.4K $1.77M
KR
Kroger CO

Consumer Defensive
-2.07K
- 5.17%
$63.15 - $69.15 $131K - $143K
37.9K $2.53M
KKR
Kkr & Co. Inc.

Financial Services
-735
- 9.61%
$117.52 - $127.65 $86.4K - $93.8K
6.92K $829K
NXPI
Nxp Semiconductors N.V.

Technology
-250
- 6.78%
$197.1 - $231.42 $49.3K - $57.9K
3.44K $677K
PRG
Prog Holdings, Inc.

Industrials
-3.77K
- 33.56%
$27.34 - $32.72 $103K - $123K
7.47K $207K
AAT
American Assets Trust, Inc.

Real Estate
-6.95K
- 33.67%
$18.85 - $20.4 $131K - $142K
13.7K $264K
CACI
Caci International Inc

Technology
-350
- 7.79%
N/A
4.14K $1.77M
CVEO
Civeo Corp

Industrials
-5.03K
- 12.01%
$19.89 - $23.4 $100K - $118K
36.9K $816K
ALG
Alamo Group Inc

Industrials
-296
- 8.53%
$162.45 - $191.66 $48.1K - $56.7K
3.17K $515K
MGY
Magnolia Oil & Gas Corp

Energy
-5.57K
- 31.77%
$21.41 - $24.08 $119K - $134K
12K $274K
AXON
Axon Enterprise, Inc.

Industrials
-27
- 3.44%
$554.37 - $759.44 $15K - $20.5K
758 $420K
NGD
New Gold Inc.

Basic Materials
-19.7K
- 16.02%
$6.32 - $7.58 $124K - $149K
103K $739K
CLPR
Clipper Realty Inc.

Real Estate
-36.5K
- 75.16%
$3.71 - $4.2 $135K - $153K
12.1K $44K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.14K
- 6.53%
$32.35 - $34.37 $166K - $177K
73.5K $2.49M
CVX
Chevron Corp

Energy
-776
- 2.22%
$148.9 - $157.72 $116K - $122K
34.1K $5.29M
CDNS
Cadence Design Systems Inc

Technology
-7
- 0.19%
$314.93 - $353.36 $2.2K - $2.47K
3.69K $1.16M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-7.01K
- 4.56%
$50.39 - $55.82 $353K - $391K
147K $8.03M
IT
Gartner Inc

Technology
-383
- 28.37%
$226.44 - $258.17 $86.7K - $98.9K
967 $223K
CSGS
Csg Systems International Inc

Technology
-6.57K
- 23.63%
$62.99 - $78.68 $414K - $517K
21.2K $1.66M
PATK
Patrick Industries Inc

Consumer Cyclical
-939
- 9.58%
$96.96 - $106.47 $91K - $100K
8.86K $886K
PAC
Pacific Airport Group

Industrials
-277
- 6.95%
$208.17 - $232.44 $57.7K - $64.4K
3.71K $819K
IWD
Ishares Russell 1000 Val ETF

ETFs
-871
- 1.95%
$199.44 - $208.01 $174K - $181K
43.8K $8.98M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-709
- 10.92%
$191.03 - $210.0 $135K - $149K
5.78K $1.18M
AOMR
Angel Oak Mortgage, Inc.

Real Estate
-11.9K
- 36.59%
$8.67 - $9.59 $103K - $114K
20.6K $183K
MAPS
Wm Technology, Inc.

Technology
-57.5K
- 25.55%
$0.91 - $1.21 $52.3K - $69.5K
167K $152K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.47K
- 15.28%
$29.81 - $42.36 $43.8K - $62.2K
8.15K $257K
NTAP
Net App, Inc.

Technology
-773
- 20.84%
$109.44 - $121.82 $84.6K - $94.2K
2.94K $321K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-14
- 0.08%
$58.48 - $67.93 $819 - $951
17.8K $1.06M
WMB
Williams Companies, Inc.

Energy
-973
- 4.51%
$56.51 - $64.48 $55K - $62.7K
20.6K $1.26M
CF
Cf Industries Holdings, Inc.

Basic Materials
-886
- 12.01%
$81.45 - $92.06 $72.2K - $81.6K
6.49K $552K
EPM
Evolution Petroleum Corp

Energy
-6.31K
- 4.64%
$4.25 - $4.91 $26.8K - $31K
130K $550K
CHKP
Check Point Software Technologies LTD

Technology
-271
- 4.66%
$188.36 - $204.97 $51K - $55.5K
5.55K $1.1M
JXN
Jackson Financial Inc.

Financial Services
-115
- 0.81%
$92.13 - $103.82 $10.6K - $11.9K
14.1K $1.33M
ECL
Ecolab Inc.

Basic Materials
-274
- 12.73%
$253.06 - $281.35 $69.3K - $77.1K
1.88K $485K
ASR
Southeast Airport Group

Industrials
-124
- 4.26%
$300.44 - $319.48 $37.3K - $39.6K
2.79K $837K
ALTG
Alta Equipment Group Inc.

Industrials
-9.34K
- 40.89%
$4.65 - $6.91 $43.4K - $64.5K
13.5K $62K
PLXS
Plexus Corp

Technology
-528
- 12.63%
$133.69 - $151.16 $70.6K - $79.8K
3.65K $502K
COIN
Coinbase Global, Inc.

Technology
-53
- 3.31%
$283.14 - $387.27 $15K - $20.5K
1.55K $439K
UPLD
Upland Software, Inc.

Technology
-39.6K
- 77.19%
$1.76 - $2.52 $69.7K - $99.7K
11.7K $21K
RNGR
Ranger Energy Services, Inc.

Energy
-4.84K
- 8.2%
$12.37 - $14.1 $59.8K - $68.2K
54.1K $738K
HSY
Hershey CO

Consumer Defensive
-434
- 16.39%
$162.31 - $195.56 $70.4K - $84.9K
2.21K $396K
ROP
Roper Technologies Inc

Industrials
-128
- 16.31%
$443.27 - $520.0 $56.7K - $66.6K
657 $295K
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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