Ritholtz Wealth Management Sells in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
-887
- 2.66%
$76.15 - $84.05 $67.5K - $74.6K
32.5K $2.53M
VGSH
Vanguard

ETFs
-1.57K
- 12.07%
$58.64 - $58.96 $92.2K - $92.7K
11.5K $673K
OFS
Ofs Capital Corp

Financial Services
-6.14K
- 26.43%
$5.0 - $7.71 $30.7K - $47.3K
17.1K $85K
CMPO
Compo Secure, Inc.

Industrials
-2.09K
- 7.04%
$19.08 - $22.08 $39.9K - $46.2K
27.6K $527K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-13.7K
- 6.95%
$11.56 - $13.47 $159K - $185K
184K $2.41M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-159
- 20.31%
$388.45 - $478.99 $61.8K - $76.2K
624 $243K
KT
Kt Corp

Communication Services
-855
- 1.7%
$18.02 - $19.88 $15.4K - $17K
49.6K $897K
ISSC
Innovative Solutions & Support Inc

Industrials
-2.87K
- 16.53%
$8.52 - $12.43 $24.4K - $35.6K
14.5K $123K
ADEA
Adeia Inc.

Technology
-1.63K
- 10.06%
$12.75 - $18.01 $20.8K - $29.4K
14.6K $188K
SNFCA
Security National Financial Corp

Financial Services
-8.66K
- 27.21%
$7.93 - $8.67 $68.7K - $75.1K
23.2K $190K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-361
- 6.09%
$185.12 - $192.11 $66.8K - $69.4K
5.57K $1.04M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-423
- 6.54%
$71.33 - $86.27 $30.2K - $36.5K
6.04K $434K
CVLG
Covenant Logistics Group, Inc.

Industrials
-614
- 2.3%
$19.12 - $22.04 $11.7K - $13.5K
26K $497K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-31
- 0.85%
$506.07 - $566.91 $15.7K - $17.6K
3.61K $1.91M
NKE
Nike, Inc.

Consumer Cyclical
-14
- 0.12%
$60.8 - $74.57 $851 - $1.04K
11.5K $724K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.46K
- 3.87%
$28.46 - $29.45 $70K - $72.5K
61.1K $1.77M
UVV
Universal Corp

Consumer Defensive
-1.13K
- 17.57%
$50.32 - $55.88 $56.6K - $62.9K
5.28K $279K
BH
Biglari Holdings Inc.

Consumer Cyclical
-160
- 4.38%
$316.8 - $375.0 $50.7K - $60K
3.5K $1.11M
VTV
Vanguard Value ETF

ETFs
-505
- 1.86%
$182.87 - $189.72 $92.3K - $95.8K
26.7K $5M
CBAN
Colony Bankcorp Inc

Financial Services
-2.96K
- 8.01%
$15.93 - $16.84 $47.2K - $49.9K
34K $557K
SCSC
Scansource, Inc.

Technology
-1.07K
- 11.34%
$40.45 - $44.11 $43.3K - $47.2K
8.37K $340K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.56K
- 8.17%
$23.02 - $24.23 $105K - $110K
51.2K $1.23M
INVA
Innoviva, Inc.

Healthcare
-15.8K
- 22.67%
$16.67 - $22.28 $264K - $353K
54K $1.2M
EXP
Eagle Materials Inc

Basic Materials
-4
- 0.18%
$202.06 - $241.84 $808 - $967
2.23K $450K
CRAI
Cra International, Inc.

Industrials
-189
- 14.18%
$176.52 - $203.44 $33.4K - $38.5K
1.14K $207K
VST
Vistra Corp.

Utilities
-104
- 4.47%
$171.56 - $210.85 $17.8K - $21.9K
2.22K $388K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-210
- 2.0%
$44.46 - $55.53 $9.34K - $11.7K
10.3K $474K
RMR
Rmr Group Inc.

Real Estate
-3.93K
- 27.18%
$14.45 - $15.86 $56.8K - $62.4K
10.5K $165K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
-4.29K
- 25.21%
$13.76 - $15.57 $59K - $66.8K
12.7K $178K
FEIM
Frequency Electronics Inc

Technology
-27
- 0.25%
$27.63 - $39.76 $746 - $1.07K
11K $304K
IESC
Ies Holdings, Inc.

Industrials
-10
- 0.59%
$358.36 - $436.98 $3.58K - $4.37K
1.68K $614K
DRI
Darden Restaurants Inc

Consumer Cyclical
-109
- 4.87%
$171.59 - $193.49 $18.7K - $21.1K
2.13K $370K
SCI
Service Corp International

Consumer Cyclical
-331
- 4.07%
$79.67 - $83.86 $26.4K - $27.8K
7.8K $621K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
-2.01K
- 9.29%
$14.4 - $16.81 $28.9K - $33.8K
19.6K $282K
IWM
Ishares Russell 2000 ETF

ETFs
-171
- 6.2%
$236.79 - $250.33 $40.5K - $42.8K
2.59K $613K
ONB
Old National Bancorp

Financial Services
-1.9K
- 16.89%
$19.6 - $22.57 $37.3K - $42.9K
9.35K $194K
NL
Nl Industries Inc

Industrials
-5.81K
- 20.0%
$5.48 - $6.17 $31.8K - $35.9K
23.3K $127K
PSO
Pearson PLC

Communication Services
-2.44K
- 12.73%
$13.06 - $14.98 $31.9K - $36.6K
16.7K $220K
FUNC
First United Corp

Financial Services
-1.33K
- 15.77%
$34.02 - $37.51 $45.2K - $49.9K
7.1K $255K
VNT
Vontier Corp

Technology
-54
- 0.69%
$35.9 - $43.21 $1.94K - $2.33K
7.74K $277K
ELV
Elevance Health, Inc.

Healthcare
-180
- 5.74%
$303.78 - $362.34 $54.7K - $65.2K
2.95K $962K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-286
- 3.29%
$139.66 - $144.52 $39.9K - $41.3K
8.41K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.26K
- 1.99%
$52.54 - $55.77 $119K - $126K
111K $6.11M
FHN
First Horizon Corp

Financial Services
-181
- 0.86%
$19.94 - $23.43 $3.61K - $4.24K
20.9K $430K
AON
Aon PLC

Financial Services
-87
- 4.31%
$326.07 - $366.93 $28.4K - $31.9K
1.93K $676K
MTB
M&T Bank Corp

Financial Services
-105
- 4.81%
$178.63 - $195.63 $18.8K - $20.5K
2.08K $388K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-239
- 0.36%
$84.91 - $90.88 $20.3K - $21.7K
66.5K $5.88M
ABC
Amerisourcebergen Corp

Healthcare
-229
- 1.82%
N/A
12.3K $2.28M
BDC
Belden Inc.

Technology
-8
- 0.17%
$109.78 - $122.26 $878 - $978
4.67K $522K
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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