Wealth Management Industry News

A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

fool.com - Andy Gould - Is Bio-Techne Stock a Buy, Sell, or Hold After a Wealth Manager Dumps Its Entire Stake?
Is Bio-Techne Stock a Buy, Sell, or Hold After a Wealth Manager Dumps Its Entire Stake?
The Motley Fool

According to a Feb. 17, 2026, SEC filing, Hollow Brook Wealth Management LLC sold out its entire position in Bio-Techne (TECH 1.03%) during the fourth quarter of 2025. The fund divested 174,677 shares, with an estimated transaction value of $10.7…

marketbeat.com - Olde Wealth Management LLC Takes Position in Invesco QQQ $QQQ
Olde Wealth Management LLC Takes Position in Invesco QQQ $QQQ
MarketBeat

Olde Wealth Management LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 9,178 shares of the…

marketbeat.com - Olde Wealth Management LLC Purchases Shares of 3,493 The Home Depot, Inc. $HD
Olde Wealth Management LLC Purchases Shares of 3,493 The Home Depot, Inc. $HD
MarketBeat

Olde Wealth Management LLC acquired a new position in shares of The Home Depot, Inc. (NYSE:HD - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 3,493 shares of the home…

marketbeat.com - Olde Wealth Management LLC Purchases Shares of 5,800 Union Pacific Corporation $UNP
Olde Wealth Management LLC Purchases Shares of 5,800 Union Pacific Corporation $UNP
MarketBeat

Olde Wealth Management LLC acquired a new position in Union Pacific Corporation (NYSE:UNP - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…

marketbeat.com - Olde Wealth Management LLC Buys Shares of 2,991 Costco Wholesale Corporation $COST
Olde Wealth Management LLC Buys Shares of 2,991 Costco Wholesale Corporation $COST
MarketBeat

Olde Wealth Management LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased…

marketbeat.com - 9,586 Shares in Norfolk Southern Corporation $NSC Acquired by Olde Wealth Management LLC
9,586 Shares in Norfolk Southern Corporation $NSC Acquired by Olde Wealth Management LLC
MarketBeat

Olde Wealth Management LLC bought a new position in Norfolk Southern Corporation (NYSE:NSC - Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought…

marketbeat.com - 5,577 Shares in Lowe's Companies, Inc. $LOW Bought by Olde Wealth Management LLC
5,577 Shares in Lowe's Companies, Inc. $LOW Bought by Olde Wealth Management LLC
MarketBeat

Olde Wealth Management LLC purchased a new position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,577 shares…

marketbeat.com - Olde Wealth Management LLC Takes $1.54 Million Position in Republic Services, Inc. $RSG
Olde Wealth Management LLC Takes $1.54 Million Position in Republic Services, Inc. $RSG
MarketBeat

Olde Wealth Management LLC purchased a new position in shares of Republic Services, Inc. (NYSE:RSG - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).

marketbeat.com - Vista Cima Wealth Management LLC Has $373,000 Stake in Tesla, Inc. $TSLA
Vista Cima Wealth Management LLC Has $373,000 Stake in Tesla, Inc. $TSLA
MarketBeat

Vista Cima Wealth Management LLC cut its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 63.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 839 shares…

marketbeat.com - Broadcom Inc. $AVGO Shares Acquired by Texas Capital Bank Wealth Management Services Inc
Broadcom Inc. $AVGO Shares Acquired by Texas Capital Bank Wealth Management Services Inc
MarketBeat

Texas Capital Bank Wealth Management Services Inc lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 67.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…

marketbeat.com - Texas Capital Bank Wealth Management Services Inc Raises Holdings in Amazon.com, Inc. $AMZN
Texas Capital Bank Wealth Management Services Inc Raises Holdings in Amazon.com, Inc. $AMZN
MarketBeat

Texas Capital Bank Wealth Management Services Inc lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 21.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 29,556 shares of the…

marketbeat.com - Oracle Corporation $ORCL Shares Sold by Texas Capital Bank Wealth Management Services Inc
Oracle Corporation $ORCL Shares Sold by Texas Capital Bank Wealth Management Services Inc
MarketBeat

Texas Capital Bank Wealth Management Services Inc trimmed its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 9.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…

marketbeat.com - Energy Transfer LP $ET Stake Increased by Texas Capital Bank Wealth Management Services Inc
Energy Transfer LP $ET Stake Increased by Texas Capital Bank Wealth Management Services Inc
MarketBeat

Texas Capital Bank Wealth Management Services Inc lifted its holdings in Energy Transfer LP (NYSE:ET - Free Report) by 88.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…

marketbeat.com - Texas Capital Bank Wealth Management Services Inc Acquires 4,995 Shares of Tesla, Inc. $TSLA
Texas Capital Bank Wealth Management Services Inc Acquires 4,995 Shares of Tesla, Inc. $TSLA
MarketBeat

Texas Capital Bank Wealth Management Services Inc boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 267.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional…

marketbeat.com - Texas Capital Bank Wealth Management Services Inc Buys 8,366 Shares of Alphabet Inc. $GOOGL
Texas Capital Bank Wealth Management Services Inc Buys 8,366 Shares of Alphabet Inc. $GOOGL
MarketBeat

Texas Capital Bank Wealth Management Services Inc grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 77.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund…

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