Activest Wealth Management Sells in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
-21
Closed
$91.57 - $110.76 $1.92K - $2.33K
0 $0
TT
Trane Technologies PLC

Industrials
-21
- 31.34%
$315.21 - $437.41 $6.62K - $9.19K
46 $20K
CBRE
Cbre Group, Inc.

Real Estate
-13
- 54.17%
$113.94 - $140.12 $1.48K - $1.82K
11 $1K
VEEV
Veeva Systems Inc

Healthcare
-9
- 69.23%
$209.39 - $289.94 $1.88K - $2.61K
4 $1K
DHI
Horton D R Inc

Consumer Cyclical
-18
- 90.0%
$115.1 - $129.63 $2.07K - $2.33K
2 $0
PFG
Principal Financial Group Inc

Financial Services
-28
- 80.0%
$69.56 - $86.19 $1.95K - $2.41K
7 $0
FOXA
Fox Corp

Communication Services
-23
- 62.16%
$47.21 - $57.04 $1.09K - $1.31K
14 $0
SF
Stifel Financial Corp

Financial Services
-27
- 93.1%
$76.49 - $103.78 $2.07K - $2.8K
2 $0
EXC
Exelon Corp

Utilities
-4
- 1.15%
$42.2 - $47.37 $169 - $189
345 $14K
SNV
Synovus Financial Corp

Financial Services
-53
Closed
$38.27 - $51.75 $2.03K - $2.74K
0 $0
BR
Broadridge Financial Solutions, Inc.

Technology
-7
- 63.64%
$217.22 - $246.25 $1.52K - $1.72K
4 $0
FHN
First Horizon Corp

Financial Services
-109
Closed
$16.21 - $21.2 $1.77K - $2.31K
0 $0
VICI
Vici Properties Inc.

Real Estate
-73
- 30.93%
$29.41 - $32.97 $2.15K - $2.41K
163 $5K
NLOK
Norton Life Lock Inc.

Technology
-119
- 88.81%
N/A
15 $0
YUM
Yum Brands Inc

Consumer Cyclical
-10
- 15.87%
$138.36 - $161.45 $1.38K - $1.61K
53 $7K
BEN
Franklin Resources Inc

Financial Services
-154
- 44.51%
$16.66 - $23.85 $2.57K - $3.67K
192 $4K
FTNT
Fortinet, Inc.

Technology
-31
- 17.13%
$84.71 - $108.69 $2.63K - $3.37K
150 $15K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-19
- 61.29%
$86.97 - $102.82 $1.65K - $1.95K
12 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-13
- 33.33%
$201.28 - $266.34 $2.62K - $3.46K
26 $6K
SSB
South State Corp

Financial Services
-23
Closed
$80.59 - $94.67 $1.85K - $2.18K
0 $0
GXO
Gxo Logistics, Inc.

Industrials
-66
Closed
$31.53 - $49.1 $2.08K - $3.24K
0 $0
TW
Tradeweb Markets Inc.

Financial Services
-13
- 61.9%
$125.37 - $149.02 $1.63K - $1.94K
8 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-12
Closed
$215.78 - $270.12 $2.59K - $3.24K
0 $0
SYF
Synchrony Financial

Financial Services
-33
Closed
$43.81 - $66.74 $1.45K - $2.2K
0 $0
PNFP
Pinnacle Financial Partners Inc

Financial Services
-12
Closed
$87.19 - $111.51 $1.05K - $1.34K
0 $0
AEE
Ameren Corp

Utilities
-10
- 34.48%
$94.23 - $101.68 $942 - $1.02K
19 $1K
RH
Rh

Consumer Cyclical
-4
- 23.53%
$145.66 - $249.35 $583 - $997
13 $2K
LECO
Lincoln Electric Holdings Inc

Industrials
-7
Closed
$167.18 - $211.38 $1.17K - $1.48K
0 $0
TRGP
Targa Resources Corp.

Energy
-4
- 30.77%
$157.32 - $205.72 $629 - $823
9 $1K
DGX
Quest Diagnostics Inc

Healthcare
-6
- 37.5%
N/A
10 $1K
APPF
Appfolio Inc

Technology
-5
Closed
$192.02 - $234.65 $960 - $1.17K
0 $0
TDOC
Teladoc Health, Inc.

Healthcare
-85
- 51.83%
$6.51 - $8.71 $553 - $740
79 $0
RBLX
Roblox Corp

Communication Services
-44
- 56.41%
$51.22 - $105.59 $2.25K - $4.65K
34 $3K
TYL
Tyler Technologies Inc

Technology
-2
- 50.0%
$521.68 - $592.84 $1.04K - $1.19K
2 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
-11
- 55.0%
$54.33 - $63.56 $598 - $699
9 $0
RGEN
Repligen Corp

Healthcare
-9
Closed
$108.89 - $145.23 $980 - $1.31K
0 $0
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-13
- 76.47%
$103.49 - $133.44 $1.35K - $1.73K
4 $0
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-13
Closed
$140.37 - $177.56 $1.82K - $2.31K
0 $0
MORN
Morningstar, Inc.

Financial Services
-5
Closed
$255.31 - $313.93 $1.28K - $1.57K
0 $0
ALB
Albemarle Corp

Basic Materials
-23
Closed
$50.76 - $72.25 $1.17K - $1.66K
0 $0
TXG
10x Genomics, Inc.

Healthcare
-134
- 95.04%
$7.14 - $11.73 $957 - $1.57K
7 $0
TENB
Tenable Holdings, Inc.

Technology
-30
Closed
$30.45 - $35.17 $914 - $1.06K
0 $0
MSCI
Msci Inc.

Financial Services
-2
- 50.0%
$506.56 - $576.74 $1.01K - $1.15K
2 $1K
SNA
Snap On Inc

Industrials
-3
Closed
$292.36 - $342.2 $877 - $1.03K
0 $0
DLR
Digital Realty Trust, Inc.

Real Estate
-30
- 20.0%
$136.11 - $177.69 $4.08K - $5.33K
120 $20K
ESS
Essex Property Trust, Inc.

Real Estate
-3
- 50.0%
N/A
3 $0
ES
Eversource Energy

Utilities
-27
- 62.79%
$54.25 - $65.89 $1.46K - $1.78K
16 $1K
EXR
Extra Space Storage Inc.

Real Estate
-9
- 56.25%
$126.61 - $152.99 $1.14K - $1.38K
7 $1K
BRO
Brown & Brown, Inc.

Financial Services
-4
- 8.33%
$104.48 - $124.43 $418 - $498
44 $4K
Activity Summary
Buys All Purchases 623 New Holdings 319 Increased Positions 304 Sells All Sells 488 Reductions 325 Sold out 163 Options Calls 0 Puts 0
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