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.
Wealth manager masters the art of providing clarity and delivering growth for clients
What do a wealth management professional covering the burgeoning Asian region and a painter have in common? For LH Koh, it involves staying grounded. Koh, head of global family and institutional wealth for Asia-Pacific at UBS – the Swiss…
Wealth Manager Cuts Vanguard Bond Fund Position by $3.4 Million as Rates Rise
On May 6, 2026, MorganRosel Wealth Management reported selling 43,013 shares of the Vanguard Core-Plus Bond Fund (VPLS 0.03%), an estimated $3.37 million trade based on quarterly average pricing, according to a recent SEC filing. According to a SEC…
Tesla, Inc. $TSLA Shares Bought by Diversify Wealth Management LLC
Diversify Wealth Management LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 57.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Diversify Wealth Management LLC Increases Stock Position in Fortinet, Inc. $FTNT
Diversify Wealth Management LLC boosted its stake in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 40.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Diversify Wealth Management LLC Increases Position in Palantir Technologies Inc. $PLTR
Diversify Wealth Management LLC increased its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 134.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission…
Diversify Wealth Management LLC Lowers Stock Holdings in PepsiCo, Inc. $PEP
Diversify Wealth Management LLC trimmed its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 29.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,248…
Diversify Wealth Management LLC Increases Stock Holdings in Bank of America Corporation $BAC
Diversify Wealth Management LLC lifted its stake in shares of Bank of America Corporation (NYSE:BAC) by 53.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 182,072 shares of the…
Activest Wealth Management Buys 1,335 Shares of Broadcom Inc. $AVGO
Activest Wealth Management increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 32.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Diversify Wealth Management LLC Has $19.05 Million Stock Position in ServiceNow, Inc. $NOW
Diversify Wealth Management LLC lifted its position in ServiceNow, Inc. (NYSE:NOW - Free Report) by 417.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 124,359 shares of…
BCS Wealth Management Raises Stock Holdings in Apple Inc. $AAPL
BCS Wealth Management increased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 106.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,590 shares…
Diversify Wealth Management LLC Has $5.07 Million Stock Position in Salesforce Inc. $CRM
Diversify Wealth Management LLC reduced its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 31.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Alphabet Inc. $GOOG Shares Purchased by Aprio Wealth Management LLC
Aprio Wealth Management LLC lifted its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 89.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,724 shares of the…
Diversify Wealth Management LLC Sells 4,394 Shares of Advanced Micro Devices, Inc. $AMD
Diversify Wealth Management LLC decreased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 12.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.
GRIMES & Co WEALTH MANAGEMENT LLC Grows Position in Intuit Inc. $INTU
GRIMES & Co WEALTH MANAGEMENT LLC grew its stake in Intuit Inc. (NASDAQ:INTU - Free Report) by 1,834.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Textron Inc. $TXT Shares Bought by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co WEALTH MANAGEMENT LLC raised its position in shares of Textron Inc. (NYSE:TXT - Free Report) by 61.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor…
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