Org Wealth Partners, LLC Sells in Q4 2025

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-24.8K
- 97.21%
$38.4 - $43.83 $951K - $1.09M
711 $29K
NVDA
Nvidia Corp

Technology
-5.01K
- 9.17%
$179.83 - $207.04 $901K - $1.04M
49.6K $9.26M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7.13K
- 47.8%
$100.8 - $103.83 $719K - $740K
7.79K $800K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.96K
- 14.35%
$100.37 - $100.72 $598K - $600K
35.6K $3.58M
URI
United Rentals, Inc.

Industrials
-87
- 3.38%
$806.61 - $1020.0 $70.2K - $88.7K
2.49K $2.01M
PLTR
Palantir Technologies Inc.

Technology
-1.1K
- 3.58%
$172.14 - $207.18 $188K - $227K
29.5K $5.13M
ORCL
Oracle Corp

Technology
-227
- 3.58%
$217.57 - $313.0 $49.4K - $71.1K
6.12K $1.34M
O
Realty Income Corp

Real Estate
-6.91K
- 64.2%
$56.12 - $60.64 $388K - $419K
3.85K $218K
BRO
Brown & Brown, Inc.

Financial Services
-4.41K
- 75.16%
$76.42 - $95.96 $337K - $424K
1.46K $117K
CTAS
Cintas Corp

Industrials
-1.97K
- 62.95%
$182.04 - $203.64 $359K - $402K
1.16K $216K
HD
Home Depot, Inc.

Consumer Cyclical
-310
- 4.69%
$358.03 - $397.02 $111K - $123K
6.3K $2.26M
SHW
Sherwin Williams CO

Basic Materials
-1.11K
- 58.03%
$330.74 - $354.45 $366K - $392K
800 $265K
ED
Consolidated Edison Inc

Utilities
-3.85K
- 63.05%
$96.11 - $102.39 $370K - $394K
2.26K $229K
NTNX
Nutanix, Inc.

Technology
-3.49K
- 25.56%
$65.91 - $76.92 $230K - $269K
10.2K $670K
GWW
W.W. Grainger, Inc.

Industrials
-348
- 94.82%
$926.21 - $979.0 $322K - $341K
19 $17K
SPGI
S&P Global Inc.

Financial Services
-615
- 56.68%
$472.05 - $502.96 $290K - $309K
470 $229K
FAST
Fastenal CO

Industrials
-3.82K
- 27.51%
$40.45 - $48.17 $155K - $184K
10.1K $407K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-2.19K
- 18.94%
$123.29 - $134.49 $270K - $295K
9.38K $1.26M
SHOP
Shopify Inc.

Technology
-1.3K
- 6.42%
$146.04 - $179.01 $190K - $233K
19K $2.77M
ET
Energy Transfer LP

Energy
-10.7K
- 2.63%
$16.29 - $17.01 $174K - $182K
396K $6.74M
CRM
Salesforce, Inc.

Technology
-1.01K
- 40.74%
$235.69 - $263.41 $238K - $266K
1.47K $347K
WDAY
Workday, Inc.

Technology
-968
- 92.37%
$223.49 - $245.67 $216K - $238K
80 $18K
CME
Cme Group Inc.

Financial Services
-872
- 77.17%
$261.53 - $285.04 $228K - $249K
258 $72K
KO
Coca Cola CO

Consumer Defensive
-3.82K
- 43.92%
$66.1 - $71.61 $252K - $273K
4.87K $344K
CQP
Cheniere Energy Partners, L.P.

Energy
-3.92K
- 34.26%
$50.49 - $54.53 $198K - $214K
7.52K $404K
PG
Procter & Gamble CO

Consumer Defensive
-1.1K
- 33.77%
$145.5 - $153.18 $160K - $169K
2.16K $314K
MS
Morgan Stanley

Financial Services
-1.17K
- 69.4%
$151.86 - $169.92 $177K - $198K
514 $81K
KMI
Kinder Morgan, Inc.

Energy
-5.79K
- 19.25%
$25.84 - $28.46 $149K - $165K
24.3K $665K
GE
General Electric CO

Industrials
-602
- 84.08%
$291.49 - $314.28 $175K - $189K
114 $34K
MA
Mastercard Inc

Financial Services
-227
- 12.53%
$536.85 - $580.45 $122K - $132K
1.59K $850K
ZTS
Zoetis Inc.

Healthcare
-734
- 22.28%
$118.8 - $147.53 $87.2K - $108K
2.56K $304K
SNPS
Synopsys Inc

Technology
-251
- 35.1%
$389.83 - $489.36 $97.8K - $123K
464 $181K
ADP
Automatic Data Processing Inc

Industrials
-157
- 5.24%
$250.9 - $292.94 $39.4K - $46K
2.84K $712K
COF
Capital One Financial Corp

Financial Services
-778
- 83.57%
$201.01 - $225.01 $156K - $175K
153 $30K
IEF
Ishares Barclays

ETFs
-1.68K
- 7.76%
$96.12 - $97.72 $161K - $164K
19.9K $1.92M
C
Citigroup Inc

Financial Services
-1.58K
- 84.45%
$93.93 - $102.87 $148K - $162K
290 $28K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-320
- 14.67%
$459.47 - $491.71 $147K - $157K
1.86K $876K
CSGP
Costar Group, Inc.

Real Estate
-1.22K
- 35.41%
$67.23 - $84.8 $82K - $103K
2.22K $151K
COP
Conocophillips

Energy
-1.38K
- 58.34%
$85.66 - $95.46 $118K - $132K
987 $87K
GS
Goldman Sachs Group Inc

Financial Services
-155
- 20.45%
$744.6 - $838.97 $115K - $130K
603 $467K
EOG
Eog Resources Inc

Energy
-1.06K
- 10.11%
$105.0 - $111.92 $111K - $118K
9.38K $1.04M
MSFT
Microsoft Corp

Technology
-30
- 0.27%
$496.82 - $542.07 $14.9K - $16.3K
10.9K $5.54M
V
Visa Inc.

Financial Services
-161
- 3.47%
$325.75 - $352.42 $52.4K - $56.7K
4.48K $1.46M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-450
- 31.94%
$176.58 - $207.02 $79.5K - $93.2K
959 $173K
UBER
Uber Technologies, Inc

Technology
-961
- 35.75%
$91.62 - $100.1 $88K - $96.2K
1.73K $158K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.96K
- 5.25%
$46.57 - $47.16 $91.2K - $92.4K
35.4K $1.65M
ECL
Ecolab Inc.

Basic Materials
-195
- 7.63%
$253.06 - $281.35 $49.3K - $54.9K
2.36K $610K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.64K
- 94.85%
$50.39 - $55.82 $82.5K - $91.4K
89 $4K
PAYC
Paycom Software, Inc.

Technology
-161
- 11.58%
$162.15 - $206.86 $26.1K - $33.3K
1.23K $204K
Activity Summary
Buys All Purchases 219 New Holdings 47 Increased Positions 172 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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