Triangle Securities Wealth Management Sells in Q4 2025

Triangle Securities Wealth Management

  • $439 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-684
- 1.55%
$138.42 - $168.45 $94.7K - $115K
43.4K $6.01M
ORCL
Oracle Corp

Technology
-2.32K
- 15.2%
$217.57 - $313.0 $505K - $726K
12.9K $2.85M
MSFT
Microsoft Corp

Technology
-1.76K
- 6.83%
$496.82 - $542.07 $872K - $951K
23.9K $12.1M
CPRT
Copart Inc

Consumer Cyclical
-17.1K
- 65.06%
$39.98 - $45.76 $684K - $783K
9.19K $377K
KKR
Kkr & Co. Inc.

Financial Services
-1.48K
- 2.43%
$117.52 - $127.65 $174K - $189K
59.3K $7.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-313
- 1.35%
$225.0 - $247.99 $70.4K - $77.6K
22.9K $5.16M
JPM
Jpmorgan Chase & CO

Financial Services
-912
- 3.53%
$294.11 - $320.41 $268K - $292K
24.9K $7.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-936
- 41.43%
$653.02 - $687.39 $611K - $643K
1.32K $880K
DD
Du Pont De Nemours, Inc.

Basic Materials
-323
- 2.08%
$34.69 - $82.16 $11.2K - $26.5K
15.2K $602K
GRMN
Garmin LTD

Technology
-127
- 1.31%
$194.13 - $259.77 $24.7K - $33K
9.55K $1.85M
LYV
Live Nation Entertainment, Inc.

Communication Services
-380
- 2.77%
$134.79 - $158.88 $51.2K - $60.4K
13.3K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
-909
- 16.52%
$320.52 - $369.92 $291K - $336K
4.6K $1.47M
ROP
Roper Technologies Inc

Industrials
-613
- 29.39%
$443.27 - $520.0 $272K - $319K
1.47K $662K
EA
Electronic Arts Inc.

Communication Services
-1.64K
- 22.02%
$199.89 - $202.0 $328K - $332K
5.82K $1.17M
EFX
Equifax Inc

Industrials
-781
- 24.41%
$204.19 - $253.84 $159K - $198K
2.42K $500K
GS
Goldman Sachs Group Inc

Financial Services
-202
- 2.94%
$744.6 - $838.97 $150K - $169K
6.68K $5.18M
VCR
Vanguard Consumer Discretionar

ETFs
-150
- 1.22%
$376.54 - $399.33 $56.5K - $59.9K
12.1K $4.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-137
- 0.03%
$28.9 - $30.17 $3.96K - $4.13K
517K $15.1M
V
Visa Inc.

Financial Services
-216
- 1.97%
$325.75 - $352.42 $70.4K - $76.1K
10.8K $3.5M
PG
Procter & Gamble CO

Consumer Defensive
-704
- 4.64%
$145.5 - $153.18 $102K - $108K
14.5K $2.11M
DIS
Walt Disney CO

Communication Services
-961
- 8.56%
$105.69 - $116.65 $102K - $112K
10.3K $1.08M
ENB
Enbridge Inc

Energy
-1.16K
- 2.29%
$46.39 - $50.07 $53.9K - $58.2K
49.5K $2.37M
ADBE
Adobe Inc.

Technology
-248
- 6.75%
$325.07 - $359.91 $80.6K - $89.3K
3.43K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
-768
- 12.96%
$144.33 - $160.86 $111K - $124K
5.16K $787K
NVDA
Nvidia Corp

Technology
-915
- 4.81%
$179.83 - $207.04 $165K - $189K
18.1K $3.38M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.4K
- 4.44%
$40.65 - $42.74 $97.4K - $102K
51.6K $2.11M
BAC
Bank Of America Corp

Financial Services
-2.89K
- 4.28%
$48.65 - $54.11 $141K - $156K
64.6K $3.33M
SAMT
Advisors Inn.Circle Fd Iii Str
-2.34K
- 0.89%
$37.01 - $39.14 $86.8K - $91.7K
260K $9.62M
ICE
Intercontinental Exchange, Inc.

Financial Services
-173
- 2.23%
$145.59 - $162.64 $25.2K - $28.1K
7.6K $1.16M
BDX
Becton Dickinson & CO

Healthcare
-838
- 24.57%
$176.39 - $193.93 $148K - $163K
2.57K $491K
OTIS
Otis Worldwide Corp

Industrials
-1.25K
- 9.74%
$88.77 - $93.38 $111K - $117K
11.6K $1.03M
SAGP
Advisors Inner Circle Fd Iii S
-2.58K
- 3.34%
$33.5 - $35.2 $86.4K - $90.8K
74.6K $2.52M
EMR
Emerson Electric CO

Industrials
-423
- 1.96%
$126.01 - $140.03 $53.3K - $59.2K
21.2K $2.7M
HON
Honeywell International Inc

Industrials
-342
- 8.17%
$194.07 - $220.67 $66.4K - $75.5K
3.85K $754K
KIE
Spdr S&P Insurance ETF

ETFs
-1.7K
- 2.18%
$55.72 - $60.09 $94.9K - $102K
76.6K $4.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-188
- 16.35%
$656.2 - $690.71 $123K - $130K
962 $649K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-190
- 4.53%
$178.37 - $198.46 $33.9K - $37.7K
4K $735K
USFD
Us Foods Holding Corp.

Consumer Defensive
-248
- 1.49%
$71.4 - $77.21 $17.7K - $19.1K
16.4K $1.18M
COP
Conocophillips

Energy
-281
- 2.36%
$85.66 - $95.46 $24.1K - $26.8K
11.6K $1.03M
MA
Mastercard Inc

Financial Services
-90
- 6.66%
$536.85 - $580.45 $48.3K - $52.2K
1.26K $676K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 4.35%
$4804.01 - $5424.55 $24K - $27.1K
110 $528K
ECL
Ecolab Inc.

Basic Materials
-103
- 2.42%
$253.06 - $281.35 $26.1K - $29K
4.16K $1.08M
LHX
L3 Harris Technologies, Inc.

Industrials
-34
- 0.68%
$283.87 - $306.76 $9.65K - $10.4K
4.96K $1.44M
CVX
Chevron Corp

Energy
-512
- 3.38%
$148.9 - $157.72 $76.2K - $80.8K
14.6K $2.27M
VOX
Vanguard Communication Service

ETFs
-188
- 2.64%
$180.26 - $190.8 $33.9K - $35.9K
6.93K $1.25M
TFC
Truist Financial Corp

Financial Services
-1.5K
- 6.63%
$41.09 - $45.64 $61.4K - $68.2K
21.1K $945K
VZ
Verizon Communications Inc

Communication Services
-1.4K
- 16.2%
$38.4 - $43.83 $53.8K - $61.4K
7.24K $297K
CG
Carlyle Group Inc.

Financial Services
-300
- 4.43%
$51.16 - $63.48 $15.3K - $19K
6.47K $344K
IGV
Ishares Expanded Tech Software

ETFs
-200
- 2.99%
$106.84 - $117.08 $21.4K - $23.4K
6.48K $696K
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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