Whalerock Point Partners, LLC Reduced Holdings in Q2 2025

Whalerock Point Partners, LLC

  • $447 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-233
- 1.72%
$274.35 - $599.47 $63.9K - $140K
13.3K $4.16M
AAPL
Apple Inc.

Technology
-622
- 0.42%
$172.42 - $223.89 $107K - $139K
146K $30M
IWM
Ishares Russell 2000 ETF

ETFs
-1.99K
- 44.13%
$174.82 - $215.79 $349K - $430K
2.52K $544K
VZ
Verizon Communications Inc

Communication Services
-1.25K
- 4.04%
$41.67 - $45.62 $52.1K - $57K
29.7K $1.28M
NKE
Nike, Inc.

Consumer Cyclical
-1.43K
- 33.1%
$53.27 - $72.04 $75.9K - $103K
2.88K $204K
PFE
Pfizer Inc

Healthcare
-150
- 0.4%
$21.59 - $24.84 $3.24K - $3.73K
37K $897K
CMCSA
Comcast Corp

Communication Services
-212
- 0.75%
$32.84 - $36.72 $6.96K - $7.78K
27.9K $996K
CL
Colgate Palmolive CO

Consumer Defensive
-36
- 1.23%
$87.57 - $96.0 $3.15K - $3.46K
2.89K $262K
Bank Of America Corp 7.25 Pfd
-35
- 1.19%
N/A
2.92K $0
Wells Fargo & CO
-35
- 1.27%
N/A
2.73K $0
PPG
Ppg Industries Inc

Basic Materials
-75
- 1.5%
$91.66 - $115.04 $6.87K - $8.63K
4.93K $560K
HON
Honeywell International Inc

Industrials
-224
- 3.27%
$182.86 - $232.88 $41K - $52.2K
6.63K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.29%
$416.06 - $551.64 $2.08K - $2.76K
1.7K $935K
V
Visa Inc.

Financial Services
-34
- 0.07%
$308.27 - $373.31 $10.5K - $12.7K
52K $18.5M
GOOG
Alphabet Inc.

Communication Services
-100
- 0.58%
$146.58 - $180.01 $14.7K - $18K
17K $3.02M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-67
- 0.65%
$139.8 - $197.22 $9.37K - $13.2K
10.3K $2.03M
DIS
Walt Disney CO

Communication Services
-75
- 0.26%
$81.72 - $124.01 $6.13K - $9.3K
29K $3.6M
GOOGL
Alphabet Inc.

Communication Services
-460
- 0.39%
$144.7 - $178.6 $66.6K - $82.2K
118K $20.8M
Activity Summary
Buys All Purchases 70 New Holdings 9 Increased Positions 61 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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