Whalerock Point Partners, LLC Sells in Q3 2025

Whalerock Point Partners, LLC

  • $489 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2.41K
- 18.04%
$237.77 - $353.61 $572K - $851K
10.9K $3.78M
DIS
Walt Disney CO

Communication Services
-429
- 1.48%
$112.25 - $124.0 $48.2K - $53.2K
28.6K $3.27M
DE
Deere & CO

Industrials
-52
- 1.0%
$457.26 - $524.37 $23.8K - $27.3K
5.15K $2.35M
DHR
Danaher Corp

Healthcare
-1.32K
- 19.59%
$181.46 - $212.2 $240K - $281K
5.43K $1.08M
HON
Honeywell International Inc

Industrials
-149
- 2.25%
$207.7 - $240.4 $30.9K - $35.8K
6.49K $1.37M
ADBE
Adobe Inc.

Technology
-357
- 25.63%
$333.65 - $392.1 $119K - $140K
1.04K $365K
CMCSA
Comcast Corp

Communication Services
-150
- 0.54%
$31.41 - $36.33 $4.71K - $5.45K
27.8K $872K
KO
Coca Cola CO

Consumer Defensive
-800
- 8.6%
$65.67 - $71.67 $52.5K - $57.3K
8.5K $563K
TXN
Texas Instruments Inc

Technology
-435
- 5.18%
N/A
7.96K $1.55M
EBC
Eastern Bankshares, Inc.

Financial Services
-10K
- 27.59%
$15.03 - $18.34 $150K - $183K
26.2K $476K
VZ
Verizon Communications Inc

Communication Services
-1.1K
- 3.71%
$40.84 - $45.06 $44.9K - $49.6K
28.6K $1.26M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 1.68%
$43.31 - $48.98 $4.33K - $4.9K
5.85K $263K
XLP
Consumer Staples Sector Spdr

ETFs
-132
- 3.19%
N/A
4K $304K
AMGN
Amgen Inc

Healthcare
-46
- 3.17%
$271.18 - $309.22 $12.5K - $14.2K
1.41K $396K
Brookfield Corporation
-1.18K
- 12.54%
N/A
8.2K $0
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-129
- 1.75%
$61.56 - $66.95 $7.94K - $8.64K
7.23K $483K
IWM
Ishares Russell 2000 ETF

ETFs
-168
- 6.66%
$214.92 - $244.84 $36.1K - $41.1K
2.36K $570K
AZO
Autozone Inc

Consumer Cyclical
-6
- 6.74%
$3649.42 - $4354.54 $21.9K - $26.1K
83 $356K
EL
Estee Lauder Companies Inc

Consumer Defensive
-30
- 0.47%
$83.65 - $95.26 $2.51K - $2.86K
6.33K $557K
SPY
Spdr S&P 500 ETF Trust

ETFs
-228
- 5.65%
$617.65 - $666.84 $141K - $152K
3.81K $2.54M
MPC
Marathon Petroleum Corp

Energy
-400
- 7.81%
$158.59 - $198.69 $63.4K - $79.5K
4.72K $910K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-871
- 8.44%
$195.29 - $223.85 $170K - $195K
9.45K $2.1M
ORCL
Oracle Corp

Technology
-550
- 15.68%
$218.96 - $328.33 $120K - $181K
2.96K $831K
MA
Mastercard Inc

Financial Services
-65
- 0.42%
$550.18 - $598.96 $35.8K - $38.9K
15.4K $8.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17
- 0.08%
$459.11 - $506.91 $7.8K - $8.62K
21.6K $10.8M
BAC
Bank Of America Corp

Financial Services
-2.8K
- 2.15%
$44.92 - $52.42 $126K - $147K
127K $6.58M
AVGO
Broadcom Inc.

Technology
-5
- 0.05%
$264.74 - $369.57 $1.32K - $1.85K
9.15K $3.02M
CAT
Caterpillar Inc

Industrials
-300
- 2.86%
$390.92 - $477.15 $117K - $143K
10.2K $4.85M
RTX
Raytheon Technologies Corp

Industrials
-131
- 0.32%
$144.19 - $167.33 $18.9K - $21.9K
40.9K $6.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-485
- 3.41%
$404.94 - $499.99 $196K - $242K
13.7K $6.66M
MSFT
Microsoft Corp

Technology
-190
- 0.33%
$491.09 - $535.64 $93.3K - $102K
56.9K $29.5M
GOOG
Alphabet Inc.

Communication Services
-110
- 0.65%
$175.16 - $255.24 $19.3K - $28.1K
16.9K $4.12M
AAPL
Apple Inc.

Technology
-44
- 0.03%
$202.38 - $256.87 $8.9K - $11.3K
146K $37.2M
GOOGL
Alphabet Inc.

Communication Services
-454
- 0.38%
$174.36 - $254.72 $79.2K - $116K
118K $28.6M
NVDA
Nvidia Corp

Technology
-5.68K
- 1.7%
$153.3 - $186.58 $870K - $1.06M
329K $61.4M
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Whalerock Point Partners, LLC Portfolio

Follow Whalerock Point Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalerock Point Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whalerock Point Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email