Investments: Destination Wealth Management

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.943.202.336 $+113.880.138 $
+20,0 %
2.830.932.143 $+178.771.777 $
+13,7 %
2.654.657.938 $+144.804.960 $
+65,3 %
BANK OF AMERICA CORP /DE/BAC1.392.078.392 $+17.185.291 $
+1,2 %
1.374.893.101 $+32.683.298 $
+2,4 %
1.342.209.803 $+33.334.552 $
+2,5 %
BlackRock, Inc.BLK242.934.044 $+4.056.330 $
+1,7 %
238.877.714 $+15.835.808 $
+7,1 %
223.041.906 $+11.095.695 $
+5,2 %
APPFOLIO INCAPPF234.604.147 $+12.196.113 $
+5,5 %
222.408.034 $+49.087.704 $
+28,3 %
173.320.330 $-5.277.602 $
-3,0 %
ALPHA PRO TECH LTDAPT115.005.915 $+26.053.103 $
+29,3 %
88.952.812 $+25.879.792 $
+41,0 %
63.073.020 $+8.776.889 $
+16,2 %
MICROSOFT CORPMSFT90.765.801 $-687.843 $
-0,8 %
91.453.644 $+3.976.567 $
+4,5 %
87.477.077 $+33.584.512 $
+62,3 %
AMAZON COM INCAMZN74.658.628 $+6.258.786 $
+9,2 %
68.399.842 $-726.955 $
-1,1 %
69.126.797 $+9.280.526 $
+15,5 %
JPMORGAN CHASE & COJPM68.476.280 $+475.331 $
+0,7 %
68.000.949 $+5.711.519 $
+9,2 %
62.289.430 $+8.178.980 $
+15,1 %
ELI LILLY & CoLLY60.836.482 $+17.014.645 $
+38,8 %
43.821.837 $+4.554.124 $
+11,6 %
39.267.713 $+14.678.426 $
+59,7 %
JOHNSON & JOHNSONJNJ59.829.573 $+6.110.986 $
+11,4 %
53.718.587 $+10.074.090 $
+23,1 %
43.644.497 $-2.828.552 $
-6,1 %
Mastercard IncMA59.026.219 $+948.645 $
+1,6 %
58.077.574 $+947.336 $
+1,7 %
57.130.238 $+533.420 $
+0,9 %
BERKSHIRE HATHAWAY INCBRK-B57.177.563 $+4.212.768 $
+8,0 %
52.964.795 $+15.961.120 $
+43,1 %
37.003.675 $-4.035.979 $
-9,8 %
COLGATE PALMOLIVE COCL42.297.947 $+81.705 $
+0,2 %
42.216.242 $-4.312.980 $
-9,3 %
46.529.222 $-986.963 $
-2,1 %
AMERICAN EXPRESS COAXP38.605.958 $+3.159.851 $
+8,9 %
35.446.107 $+1.133.633 $
+3,3 %
34.312.474 $+4.772.123 $
+16,2 %
Walt Disney CoDIS32.066.714 $-682.251 $
-2,1 %
32.748.965 $-3.165.403 $
-8,8 %
35.914.368 $+6.894.797 $
+23,8 %
ANALOG DEVICES INCADI33.689.855 $+3.415.851 $
+11,3 %
30.274.004 $+881.038 $
+3,0 %
29.392.966 $+4.633.207 $
+18,7 %
Walmart Inc.WMT33.574.850 $+2.779.933 $
+9,0 %
30.794.917 $+890.834 $
+3,0 %
29.904.083 $+2.337.004 $
+8,5 %
ASML HOLDING NVASML31.627.089 $+2.677.923 $
+9,3 %
28.949.166 $+5.414.408 $
+23,0 %
23.534.758 $+4.295.811 $
+22,3 %
STRYKER CORPSYK24.458.587 $-1.331.858 $
-5,2 %
25.790.445 $-1.626.286 $
-5,9 %
27.416.731 $+1.494.024 $
+5,8 %
AFLAC INCAFL25.880.429 $-290.877 $
-1,1 %
26.171.306 $+1.682.702 $
+6,9 %
24.488.604 $-1.789.767 $
-6,8 %
MCDONALDS CORPMCD25.376.934 $+1.295.628 $
+5,4 %
24.081.306 $+655.630 $
+2,8 %
23.425.676 $-2.146.390 $
-8,4 %
INTUITIVE SURGICAL INCISRG23.715.681 $+5.956.763 $
+33,5 %
17.758.918 $+3.408.003 $
+23,7 %
14.350.915 $+13.963.119 $
+3.600,6 %
VERIZON COMMUNICATIONS INCVZ21.922.157 $-1.693.735 $
-7,2 %
23.615.892 $+1.033.193 $
+4,6 %
22.582.699 $-627.901 $
-2,7 %
PFIZER INCPFE20.365.850 $-1.553.627 $
-7,1 %
21.919.477 $+2.031.322 $
+10,2 %
19.888.155 $+315.537 $
+1,6 %
Zoetis Inc.ZTS13.069.421 $-6.773.281 $
-34,1 %
19.842.702 $-712.255 $
-3,5 %
20.554.957 $-534.485 $
-2,5 %
NVIDIA CORPNVDA20.472.594 $+2.429.019 $
+13,5 %
18.043.575 $+1.821.351 $
+11,2 %
16.222.224 $+4.435.570 $
+37,6 %
Fortive CorpFTV557.302 $-69.786 $
-11,1 %
627.088 $-15.800.214 $
-96,2 %
16.427.302 $-6.358.457 $
-27,9 %
SYNOPSYS INCSNPS8.713.776 $-4.399.050 $
-33,5 %
13.112.826 $+13.112.826 $
LOCKHEED MARTIN CORPLMT8.324.132 $-325.233 $
-3,8 %
8.649.365 $+788.799 $
+10,0 %
7.860.566 $+563.328 $
+7,7 %
PROCTER & GAMBLE CoPG8.012.062 $-365.295 $
-4,4 %
8.377.357 $-157.327 $
-1,8 %
8.534.684 $-559.674 $
-6,2 %
UNILEVER PLCUL8.003.129 $+75.714 $
+1,0 %
7.927.415 $-326.468 $
-4,0 %
8.253.883 $+344.569 $
+4,4 %
COCA COLA COKO7.049.543 $+419.098 $
+6,3 %
6.630.445 $-470.844 $
-6,6 %
7.101.289 $-4.636 $
-0,1 %
PEPSICO INCPEP5.640.743 $+114.942 $
+2,1 %
5.525.801 $+421.022 $
+8,2 %
5.104.779 $-392.507 $
-7,1 %
CHEVRON CORPCVX5.297.896 $+11.090 $
+0,2 %
5.286.806 $+427.941 $
+8,8 %
4.858.865 $-562.598 $
-10,4 %
PALATIN TECHNOLOGIES INCPTNT5.232.782 $+2.081.476 $
+66,1 %
3.151.306 $-800.202 $
-20,3 %
3.951.508 $-422.944 $
-9,7 %
EXXON MOBIL CORPXOM4.056.376 $+1.005.188 $
+32,9 %
3.051.188 $+1.551.843 $
+103,5 %
1.499.345 $-55.612 $
-3,6 %
Ralliant CorpRAL3.399.200 $+3.399.200 $
CINTAS CORPCTAS2.623.174 $-280.882 $
-9,7 %
2.904.056 $-266.336 $
-8,4 %
3.170.392 $+258.249 $
+8,9 %
ADVANCED MICRO DEVICES INCAMD2.886.663 $+952.302 $
+49,2 %
1.934.361 $+274.982 $
+16,6 %
1.659.379 $+362.697 $
+28,0 %
NETFLIX INCNFLX2.860.641 $+797.687 $
+38,7 %
2.062.954 $+131.743 $
+6,8 %
1.931.211 $+716.077 $
+58,9 %
UNITED PARCEL SERVICE INCUPS2.732.418 $+2.137.408 $
+359,2 %
595.010 $-92.997 $
-13,5 %
688.007 $+688.007 $
ORACLE CORPORCL2.673.262 $+898.006 $
+50,6 %
1.775.256 $+531.938 $
+42,8 %
1.243.318 $+416.544 $
+50,4 %
MERCADOLIBRE INCMELI1.804.777 $+1.804.777 $
MORGAN STANLEYMS1.569.615 $+450.928 $
+40,3 %
1.118.687 $+326.349 $
+41,2 %
792.338 $+152.286 $
+23,8 %
GOLDMAN SACHS GROUP INCGS1.540.834 $+97.077 $
+6,7 %
1.443.757 $+798.271 $
+123,7 %
645.486 $+155.001 $
+31,6 %
SCHWAB CHARLES CORPSCHW1.353.959 $+59.345 $
+4,6 %
1.294.614 $+132.115 $
+11,4 %
1.162.499 $+89.118 $
+8,3 %
INTEL CORPINTC1.086.797 $+234.208 $
+27,5 %
852.589 $+354.349 $
+71,1 %
498.240 $+196.677 $
+65,2 %
NEXTERA ENERGY INCNEE1.080.644 $+770.952 $
+248,9 %
309.692 $+15.548 $
+5,3 %
294.144 $-22.129 $
-7,0 %
RTX CorpRTX1.007.600 $+214.139 $
+27,0 %
793.461 $+98.406 $
+14,2 %
695.055 $+84.282 $
+13,8 %
MANHATTAN ASSOCIATES INCMANH935.874 $+935.874 $
Roblox CorpRBLX538.525 $-355.068 $
-39,7 %
893.593 $+893.593 $
STARBUCKS CORPSBUX780.142 $+266.828 $
+52,0 %
513.314 $+65.597 $
+14,7 %
447.717 $-36.995 $
-7,6 %
BOEING COBA751.598 $-6.990 $
-0,9 %
758.588 $+46.674 $
+6,6 %
711.914 $+113.339 $
+18,9 %
MCKESSON CORPMCK734.160 $+486.947 $
+197,0 %
247.213 $+43.500 $
+21,4 %
203.713 $-4.914 $
-2,4 %
SOUTHERN COSO619.382 $-73.197 $
-10,6 %
692.579 $+35.260 $
+5,4 %
657.319 $+6.681 $
+1,0 %
CATERPILLAR INCCAT685.626 $+87.253 $
+14,6 %
598.373 $+106.689 $
+21,7 %
491.684 $+97.910 $
+24,9 %
Medtronic plcMDT611.998 $+611.998 $
LAM RESEARCH CORPLRCX611.969 $+90.830 $
+17,4 %
521.139 $+179.378 $
+52,5 %
341.761 $+100.397 $
+41,6 %
Edwards Lifesciences CorpEW529.999 $+38.726 $
+7,9 %
491.273 $-112.743 $
-18,7 %
604.016 $+38.600 $
+6,8 %
Trane Technologies plcTT493.895 $+118.351 $
+31,5 %
375.544 $-219.771 $
-36,9 %
595.315 $+595.315 $
AT&T INC.T429.792 $-121.295 $
-22,0 %
551.087 $+242.603 $
+78,6 %
308.484 $+308.484 $
AMGEN INCAMGN456.067 $+71.036 $
+18,4 %
385.031 $-161.454 $
-29,5 %
546.485 $+121.585 $
+28,6 %
Duke Energy CORPDUK520.917 $-17.024 $
-3,2 %
537.941 $+36.795 $
+7,3 %
501.146 $-106.874 $
-17,6 %
AbbVie Inc.ABBV532.822 $+9.327 $
+1,8 %
523.495 $+120.157 $
+29,8 %
403.338 $-35.172 $
-8,0 %
PIPER SANDLER COMPANIESPIPR510.244 $-10.935 $
-2,1 %
521.179 $+103.713 $
+24,8 %
417.466 $+48.700 $
+13,2 %
GENERAL ELECTRIC COGE505.294 $+184.604 $
+57,6 %
320.690 $+320.690 $
CONOCOPHILLIPSCOP388.262 $-96.678 $
-19,9 %
484.940 $+14.273 $
+3,0 %
470.667 $-67.733 $
-12,6 %
AXT INCAXTI457.531 $+457.531 $
Hewlett Packard Enterprise CoHPE453.978 $+206.168 $
+83,2 %
247.810 $+247.810 $
Constellation Energy CorpCEG445.340 $+41.476 $
+10,3 %
403.864 $+180.338 $
+80,7 %
223.526 $+223.526 $
CUMMINS INCCMI378.754 $-25.327 $
-6,3 %
404.081 $+165.006 $
+69,0 %
239.075 $-12.617 $
-5,0 %
SPS COMMERCE INCSPSC396.507 $-5.308 $
-1,3 %
401.815 $+401.815 $
HP INCHPQ385.761 $+67.871 $
+21,4 %
317.890 $+317.890 $
YUM BRANDS INCYUM381.938 $-1.818 $
-0,5 %
383.756 $+42.053 $
+12,3 %
341.703 $-16.920 $
-4,7 %
EVERSOURCE ENERGYES372.389 $+11.718 $
+3,2 %
360.671 $+60.421 $
+20,1 %
300.250 $-141 $
-0,0 %
EPLUS INCPLUS353.343 $+67.244 $
+23,5 %
286.099 $-4.392 $
-1,5 %
290.491 $+46.371 $
+19,0 %
UNITEDHEALTH GROUP INCUNH308.255 $-32.304 $
-9,5 %
340.559 $+59.542 $
+21,2 %
QUEST DIAGNOSTICS INCDGX312.007 $+312.007 $
NICOLET BANKSHARES INCNIC297.983 $+96.481 $
+47,9 %
201.502 $-1.899 $
-0,9 %
Accenture plcACN271.211 $+38.173 $
+16,4 %
233.038 $+233.038 $
OPEN TEXT CORPOTEX270.414 $+270.414 $
KLA CORPKLAC264.887 $+41.617 $
+18,6 %
223.270 $+223.270 $
ALLSTATE CORPALL252.694 $-5.745 $
-2,2 %
258.439 $+53.103 $
+25,9 %
205.336 $-6.290 $
-3,0 %
Bank of New York Mellon CorpBK247.140 $+18.379 $
+8,0 %
228.761 $+228.761 $
CARDINAL HEALTH INCCAH246.600 $+246.600 $
Palo Alto Networks IncPANW226.833 $-302.151 $
-57,1 %
GENERAL DYNAMICS CORPGD214.790 $+214.790 $
SEMPRASRE209.485 $-19.361 $
-8,5 %
ISHARES GOLD TRUSTIAU204.305 $+204.305 $
PAYCHEX INCPAYX203.323 $+203.323 $
IPG PHOTONICS CORPIPGP200.480 $+200.480 $
FORD MOTOR COF194.532 $+24.311 $
+14,3 %
170.221 $+26.218 $
+18,2 %
144.003 $+18.471 $
+14,7 %
RESEARCH FRONTIERS INCREFR137.219 $-48.895 $
-26,3 %
2.943.202.336 $+113.880.138 $
+20,0 %
2.830.932.143 $+178.771.777 $
+13,7 %
2.654.657.938 $+144.804.960 $
+65,3 %
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