Wendell David Associates Inc Purchases in Q3 2025

Wendell David Associates Inc

  • $1.01 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
403
+ 0.34%
$174.36 - $254.72 $70.3K - $103K
118K $28.7M
APH
Amphenol Corp

Technology
11.2K
+ 27.02%
$97.39 - $125.4 $1.09M - $1.4M
52.4K $6.49M
NEE
Nextera Energy Inc

Utilities
858
+ 0.35%
$69.77 - $77.54 $59.9K - $66.5K
249K $18.8M
VEEV
Veeva Systems Inc

Healthcare
3.82K
+ 19.72%
$269.2 - $297.91 $1.03M - $1.14M
23.2K $6.92M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.47K
+ 21.0%
$494.52 - $565.32 $724K - $828K
8.44K $4.77M
MA
Mastercard Inc

Financial Services
131
+ 0.11%
$550.18 - $598.96 $72.1K - $78.5K
115K $65.5M
SNPS
Synopsys Inc

Technology
1.16K
+ 78.0%
$387.78 - $645.35 $448K - $746K
2.64K $1.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.24K
+ 14.07%
$284.17 - $319.49 $637K - $716K
18.2K $5.63M
ECL
Ecolab Inc.

Basic Materials
390
+ 0.55%
$259.39 - $285.47 $101K - $111K
71.3K $19.5M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
643
+ 7.39%
$201.83 - $230.93 $130K - $148K
9.35K $2.08M
CSL
Carlisle Companies Inc

Industrials
881
New
$327.52 - $435.11 $289K - $383K
881 $290K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 0.53%
$459.11 - $506.91 $34.4K - $38K
14.4K $7.22M
QCOM
Qualcomm Inc

Technology
30
+ 0.09%
$145.84 - $173.55 $4.38K - $5.21K
34.8K $5.79M
GLW
Corning Inc

Technology
2.48K
New
$51.6 - $82.03 $128K - $203K
2.48K $203K
HSY
Hershey CO

Consumer Defensive
174
+ 3.35%
$161.95 - $193.45 $28.2K - $33.7K
5.37K $1M
SHW
Sherwin Williams CO

Basic Materials
169
+ 0.73%
$330.88 - $375.23 $55.9K - $63.4K
23.3K $8.08M
CVX
Chevron Corp

Energy
97
+ 1.25%
$145.57 - $161.83 $14.1K - $15.7K
7.87K $1.22M
IMRX
Immuneering Corp

Healthcare
15K
New
$3.04 - $9.26 $45.6K - $139K
15K $105K
MO
Altria Group, Inc.

Consumer Defensive
665
+ 10.27%
$57.75 - $67.68 $38.4K - $45K
7.14K $472K
PFE
Pfizer Inc

Healthcare
650
+ 1.14%
$23.29 - $25.88 $15.1K - $16.8K
57.7K $1.47M
AVGO
Broadcom Inc.

Technology
11
+ 0.82%
$264.74 - $369.57 $2.91K - $4.07K
1.35K $444K
T
At&T Inc.

Communication Services
150
+ 0.69%
$26.94 - $29.62 $4.04K - $4.44K
22K $621K
HEI
Heico Corp

Industrials
15
+ 0.29%
$304.5 - $337.56 $4.57K - $5.06K
5.24K $1.69M
LLY
Eli Lilly & CO

Healthcare
494
+ 1.19%
$625.65 - $812.69 $309K - $401K
42.1K $32.2M
ABT
Abbott Laboratories

Healthcare
380
+ 0.17%
$120.51 - $136.62 $45.8K - $51.9K
218K $29.2M
BR
Broadridge Financial Solutions, Inc.

Technology
205
+ 0.2%
$233.75 - $266.89 $47.9K - $54.7K
101K $24.1M
AMT
American Tower Corp

Real Estate
115
+ 0.32%
$192.32 - $232.35 $22.1K - $26.7K
35.6K $6.85M
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 0.29%
$915.95 - $994.57 $44.9K - $48.7K
16.9K $15.7M
WSO
Watsco Inc

Industrials
10
+ 0.03%
$381.94 - $489.97 $3.82K - $4.9K
32.1K $13M
ADP
Automatic Data Processing Inc

Industrials
170
+ 0.09%
$288.69 - $310.94 $49.1K - $52.9K
180K $52.9M
SYK
Stryker Corp

Healthcare
339
+ 0.3%
$368.57 - $403.53 $125K - $137K
114K $42.1M
INTU
Intuit Inc

Technology
457
+ 1.14%
$646.03 - $807.39 $295K - $369K
40.4K $27.6M
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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