Grassi Investment Management Purchases and Sells in Q2 2025

Grassi Investment Management

$1.26 Billion
Q2 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRT	3.54K + 7.38%	N/A	51.4K $6.61M
BA	4.3K + 10.56%	$136.59 - $217.51 $587K - $935K	45K $9.43M
DELL INC	3.04K + 7.51%	N/A	43.5K $5.34M
WFC	3 + 0.0%	$60.98 - $80.12 $183 - $240	185K $14.9M
VST	1.75K + 13.99%	$98.07 - $195.04 $171K - $340K	14.2K $2.76M
STWD	60K + 168.07%	$17.28 - $20.41 $1.04M - $1.22M	95.7K $1.92M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WESTERN MIDSTREAM	30K New	N/A	30K $1.16M
BKNG	50 New	$4164.15 - $5789.24 $208K - $289K	50 $289K
IWD	1.2K New	$166.82 - $194.23 $201K - $234K	1.2K $234K
FIDELITY BLUE CHIP	975 New	N/A	975 $231K
COIN	650 New	$151.47 - $375.07 $98.5K - $244K	650 $228K
VOO	387 New	$456.74 - $568.03 $177K - $220K	387 $220K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.2K - 0.36%	$172.42 - $223.89 $207K - $268K	330K $67.7M
GOOGL	-21.5K - 39.03%	$144.7 - $178.6 $3.11M - $3.84M	33.5K $5.91M
ABBV	-1.23K - 1.26%	$170.16 - $206.27 $208K - $253K	96K $17.8M
SNOW	-37.8K - 46.52%	$130.53 - $223.77 $4.93M - $8.46M	43.5K $9.72M
BMY	-750 - 0.69%	$44.12 - $59.6 $33.1K - $44.7K	108K $4.98M
MERCK & CO INC	-448 - 0.43%	N/A	104K $8.27M

Activity Summary All Purchases 30 New Holdings 7 Increased Positions 23 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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