Waldron Private Wealth LLC Purchases and Sells in Q4 2025

Waldron Private Wealth LLC

$2.5 Billion
Q4 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	66.8K + 4.41%	$182.87 - $189.72 $12.2M - $12.7M	1.58M $296M
VUG	21.4K + 3.75%	$470.44 - $504.26 $10.1M - $10.8M	592K $286M
IXUS	88.7K + 3.33%	$81.21 - $85.27 $7.2M - $7.56M	2.75M $232M
NOW	14.6K + 401.37%	$835.79 - $946.29 $12.2M - $13.8M	18.3K $15.3M
VBK	24.6K + 26.74%	$291.71 - $309.36 $7.17M - $7.61M	117K $34M
IGF	44.1K + 6.96%	$60.97 - $62.49 $2.69M - $2.75M	677K $42.1M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LMBS	17.5K New	$49.78 - $50.16 $870K - $877K	17.5K $873K
SPHQ	11.4K New	$72.21 - $75.0 $821K - $853K	11.4K $834K
WDC	4.47K New	$113.13 - $174.22 $505K - $778K	4.47K $705K
FLEX	10.7K New	$56.13 - $66.1 $603K - $710K	10.7K $644K
MOAT	7.23K New	N/A	7.23K $620K
DAL	7.77K New	$55.65 - $62.32 $432K - $484K	7.77K $453K

Top Sells

Reduced Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-11.9K - 2.04%	$459.47 - $491.71 $5.47M - $5.86M	571K $269M
META	-930 - 5.63%	$609.01 - $751.67 $566K - $699K	15.6K $9.51M
IWN	-11.5K - 5.25%	$172.34 - $181.51 $1.98M - $2.08M	207K $36.1M
BX	-4.88K - 9.03%	$138.42 - $168.45 $675K - $822K	49.2K $6.81M
FCF	-53.4K - 4.43%	$15.29 - $17.0 $817K - $908K	1.15M $18.4M
IWV	-5.52K - 6.28%	$371.33 - $389.89 $2.05M - $2.15M	82.4K $31.4M

Activity Summary All Purchases 118 New Holdings 29 Increased Positions 89 All Sells 115 Reductions 115 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.