Investments: West Family Investments, Inc.

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 (%)
423.201.107 $+201.153.032 $
+25.912,2 %
2.954.439 $-153.296.033 $
-98,1 %
380.594.453 $+118.331.009 $
+54,8 %
BANK OF AMERICA CORP /DE/BAC172.107.196 $+169.152.757 $
+5.725,4 %
2.954.439 $-153.296.033 $
-98,1 %
156.250.472 $+47.118.246 $
+43,2 %
ISHARES GOLD TRUSTIAU34.436.210 $+5.874.582 $
+20,6 %
28.561.628 $-520.805 $
-1,8 %
NVIDIA CORPNVDA20.025.251 $+2.921.728 $
+17,1 %
17.103.523 $+12.917.779 $
+308,6 %
APPFOLIO INCAPPF17.767.410 $+3.656.843 $
+25,9 %
14.110.567 $+3.703.110 $
+35,6 %
MICROSOFT CORPMSFT15.324.467 $-1.114.934 $
-6,8 %
16.439.401 $+8.094.481 $
+97,0 %
ALPHA PRO TECH LTDAPT14.840.288 $+5.979.941 $
+67,5 %
8.860.347 $+4.054.136 $
+84,4 %
AMAZON COM INCAMZN9.462.928 $+86.858 $
+0,9 %
9.376.070 $+3.870.136 $
+70,3 %
BlackRock, Inc.BLK8.513.731 $+123.716 $
+1,5 %
8.390.015 $+23.380 $
+0,3 %
EQT CorpEQT5.708.936 $+5.481.955 $
+2.415,2 %
226.981 $-5.303.024 $
-95,9 %
ELI LILLY & CoLLY4.770.505 $+1.344.471 $
+39,2 %
3.426.034 $+2.188.821 $
+176,9 %
JPMORGAN CHASE & COJPM4.188.216 $-203.921 $
-4,6 %
4.392.137 $+1.969.064 $
+81,3 %
BERKSHIRE HATHAWAY INCBRK-B3.665.826 $-117.351 $
-3,1 %
3.783.177 $+894.996 $
+31,0 %
Walmart Inc.WMT3.385.861 $+168.997 $
+5,3 %
3.216.864 $+777.355 $
+31,9 %
EXXON MOBIL CORPXOM3.053.748 $+326.624 $
+12,0 %
2.727.124 $+1.125.732 $
+70,3 %
NETFLIX INCNFLX1.927.706 $-1.021.058 $
-34,6 %
2.948.764 $+2.386.448 $
+424,4 %
JOHNSON & JOHNSONJNJ2.917.995 $+942.326 $
+47,7 %
1.975.669 $+18.259 $
+0,9 %
Mastercard IncMA2.777.902 $+44.626 $
+1,6 %
2.733.276 $+1.116.870 $
+69,1 %
PROCTER & GAMBLE CoPG1.624.705 $-832.965 $
-33,9 %
2.457.670 $+576.744 $
+30,7 %
CHUNGHWA TELECOM CO LTDCHT1.723.916 $-507.398 $
-22,7 %
2.231.314 $+348.724 $
+18,5 %
SAP SESAP1.730.977 $-365.184 $
-17,4 %
2.096.161 $+1.550.154 $
+283,9 %
AbbVie Inc.ABBV2.075.832 $+227.057 $
+12,3 %
1.848.775 $+361.602 $
+24,3 %
HDFC BANK LTDHDB1.795.539 $-159.086 $
-8,1 %
1.954.625 $+852.452 $
+77,3 %
CVS HEALTH CorpCVS1.929.876 $+1.677.064 $
+663,4 %
252.812 $-1.368.039 $
-84,4 %
MICRON TECHNOLOGY INCMU1.877.142 $+817.685 $
+77,2 %
1.059.457 $+810.604 $
+325,7 %
ASML HOLDING NVASML1.871.185 $+317.290 $
+20,4 %
1.553.895 $+694.464 $
+80,8 %
CRISPR Therapeutics AGCRSP1.861.620 $+1.861.571 $
+3.799.124,5 %
49 $+49 $
MCDONALDS CORPMCD1.691.356 $-166.553 $
-9,0 %
1.857.909 $+331.669 $
+21,7 %
PALATIN TECHNOLOGIES INCPTNT1.818.383 $+499.896 $
+37,9 %
1.318.487 $+825.169 $
+167,3 %
ASTRAZENECA PLCAZN1.778.937 $+442.901 $
+33,2 %
1.336.036 $+302.038 $
+29,2 %
COCA COLA COKO1.615.760 $-151.787 $
-8,6 %
1.767.547 $+442.935 $
+33,4 %
NOVARTIS AGNVS1.753.982 $+209.168 $
+13,5 %
1.544.814 $+429.011 $
+38,4 %
Shell plcSHEL1.522.653 $-196.618 $
-11,4 %
1.719.271 $+299.618 $
+21,1 %
WIPRO LTDWIT1.307.428 $-302.736 $
-18,8 %
1.610.164 $+422.287 $
+35,5 %
MCKESSON CORPMCK1.573.316 $+148.059 $
+10,4 %
1.425.257 $+464.900 $
+48,4 %
VERIZON COMMUNICATIONS INCVZ1.026.763 $-538.399 $
-34,4 %
1.565.162 $+270.043 $
+20,9 %
UNITEDHEALTH GROUP INCUNH1.501.010 $+169.210 $
+12,7 %
1.331.800 $-671.020 $
-33,5 %
ORACLE CORPORCL966.169 $-530.791 $
-35,5 %
1.496.960 $+738.631 $
+97,4 %
CHEVRON CORPCVX1.480.511 $+138.248 $
+10,3 %
1.342.263 $+564.030 $
+72,5 %
KROGER COKR1.267.844 $-180.600 $
-12,5 %
1.448.444 $+191.847 $
+15,3 %
UNITED MICROELECTRONICS CORPUMC1.199.271 $-236.603 $
-16,5 %
1.435.874 $+457.961 $
+46,8 %
Infosys LtdINFY1.103.575 $-319.770 $
-22,5 %
1.423.345 $+340.426 $
+31,4 %
ADVANCED MICRO DEVICES INCAMD1.378.120 $+608.738 $
+79,1 %
769.382 $+299.346 $
+63,7 %
AT&T INC.T979.690 $-389.982 $
-28,5 %
1.369.672 $+296.135 $
+27,6 %
LINDE PLCLIN1.001.590 $-362.785 $
-26,6 %
1.364.375 $+426.110 $
+45,4 %
GENERAL ELECTRIC COGE1.361.185 $+339.089 $
+33,2 %
1.022.096 $+615.791 $
+151,6 %
CATERPILLAR INCCAT1.275.781 $+436.471 $
+52,0 %
839.310 $+291.182 $
+53,1 %
GOLDMAN SACHS GROUP INCGS1.248.180 $+355.707 $
+39,9 %
892.473 $+575.079 $
+181,2 %
ROYAL BANK OF CANADARY1.199.227 $+285.349 $
+31,2 %
913.878 $+327.058 $
+55,7 %
SOUTHERN COSO912.984 $-229.381 $
-20,1 %
1.142.365 $+199.602 $
+21,2 %
RTX CorpRTX1.121.674 $+70.476 $
+6,7 %
1.051.198 $+367.439 $
+53,7 %
AUTOZONE INCAZO888.573 $-195.398 $
-18,0 %
1.083.971 $+737.008 $
+212,4 %
LAM RESEARCH CORPLRCX1.053.784 $+198.068 $
+23,1 %
855.716 $+465.317 $
+119,2 %
CONSOLIDATED EDISON INCED893.284 $-148.048 $
-14,2 %
1.041.332 $+18.927 $
+1,9 %
Duke Energy CORPDUK1.004.021 $+23.087 $
+2,4 %
980.934 $+171.541 $
+21,2 %
MORGAN STANLEYMS1.000.914 $+216.324 $
+27,6 %
784.590 $+378.812 $
+93,4 %
Booking Holdings Inc.BKNG878.274 $-53.794 $
-5,8 %
932.068 $+508.232 $
+119,9 %
Sony Group CorpSONY876.237 $-4.696 $
-0,5 %
880.933 $+202.385 $
+29,8 %
CITIGROUP INCC826.865 $-19.313 $
-2,3 %
846.178 $+348.538 $
+70,0 %
UNILEVER PLCUL680.029 $-146.989 $
-17,8 %
827.018 $+266.414 $
+47,5 %
SCHWAB CHARLES CORPSCHW793.185 $+76.039 $
+10,6 %
717.146 $+371.070 $
+107,2 %
ROPER TECHNOLOGIES INCROP652.115 $-135.793 $
-17,2 %
787.908 $-56.371 $
-6,7 %
AMERICAN EXPRESS COAXP778.375 $+32.281 $
+4,3 %
746.094 $+262.880 $
+54,4 %
AMGEN INCAMGN773.761 $+11.518 $
+1,5 %
762.243 $+179.956 $
+30,9 %
Walt Disney CoDIS770.109 $+14.764 $
+2,0 %
755.345 $+235.986 $
+45,4 %
INTUITIVE SURGICAL INCISRG748.728 $+43.925 $
+6,2 %
704.803 $+243.707 $
+52,9 %
PEPSICO INCPEP733.674 $+191.386 $
+35,3 %
542.288 $-686.620 $
-55,9 %
MIZUHO FINANCIAL GROUP INCMFG723.970 $+297.001 $
+69,6 %
426.969 $+130.112 $
+43,8 %
MANULIFE FINANCIAL CORPMFC720.847 $+90.660 $
+14,4 %
630.187 $+86.869 $
+16,0 %
FREEPORT-MCMORAN INCFCX718.577 $+112.414 $
+18,5 %
606.163 $+329.141 $
+118,8 %
BOEING COBA715.193 $+46.583 $
+7,0 %
668.610 $+267.988 $
+66,9 %
Eaton Corp plcETN593.703 $-116.707 $
-16,4 %
710.410 $+259.716 $
+57,6 %
BHP Group LtdBHP697.334 $+178.780 $
+34,5 %
518.554 $+51.599 $
+11,1 %
BARRICK MINING CORPB687.959 $+312.096 $
+83,0 %
375.863 $+375.863 $
STRYKER CORPSYK438.986 $-237.146 $
-35,1 %
676.132 $+184.762 $
+37,6 %
BOSTON SCIENTIFIC CORPBSX464.927 $-210.145 $
-31,1 %
675.072 $+434.171 $
+180,2 %
Aon plcAON639.419 $-30.576 $
-4,6 %
669.995 $+84.929 $
+14,5 %
Accenture plcACN311.228 $-358.286 $
-53,5 %
669.514 $+74.454 $
+12,5 %
RIO TINTO PLCRIO657.687 $+178.331 $
+37,2 %
479.356 $+205.271 $
+74,9 %
MERCADOLIBRE INCMELI487.451 $-160.729 $
-24,8 %
648.180 $+443.339 $
+216,4 %
WELLTOWER INC.WELL647.965 $+118.673 $
+22,4 %
529.292 $+168.789 $
+46,8 %
KT CORPKT573.577 $-54.727 $
-8,7 %
628.304 $+317.352 $
+102,1 %
STARBUCKS CORPSBUX398.061 $-225.390 $
-36,2 %
623.451 $+159.093 $
+34,3 %
COMCAST CORPCMCSA604.624 $+6.992 $
+1,2 %
AppLovin CorpAPP581.507 $+264.335 $
+83,3 %
317.172 $+317.172 $
DEERE & CODE538.199 $-42.497 $
-7,3 %
580.696 $+230.561 $
+65,8 %
INTEL CORPINTC579.884 $+55.209 $
+10,5 %
524.675 $+235.554 $
+81,5 %
Monster Beverage CorpMNST579.242 $+195.572 $
+51,0 %
383.670 $+183.122 $
+91,3 %
FISERV INCFISV564.126 $+139.249 $
+32,8 %
Palo Alto Networks IncPANW462.158 $-101.625 $
-18,0 %
563.783 $+299.974 $
+113,7 %
Medtronic plcMDT561.086 $+57.941 $
+11,5 %
503.145 $+142.806 $
+39,6 %
TAKEDA PHARMACEUTICAL CO LTDTAK233.959 $-325.801 $
-58,2 %
559.760 $+62.091 $
+12,5 %
TORONTO DOMINION BANKTD557.476 $+122.799 $
+28,3 %
434.677 $+217.994 $
+100,6 %
Parker-Hannifin CorpPH545.834 $+112.084 $
+25,8 %
433.750 $+433.750 $
ENBRIDGE INCENB543.923 $+31.716 $
+6,2 %
512.207 $+283.567 $
+124,0 %
CONOCOPHILLIPSCOP452.136 $-81.189 $
-15,2 %
533.325 $+132.989 $
+33,2 %
BP PLCBP524.944 $+78.867 $
+17,7 %
446.077 $-57.529 $
-11,4 %
FAIR ISAAC CORPFICO486.899 $-23.102 $
-4,5 %
510.001 $+510.001 $
Sea LtdSE403.887 $-98.165 $
-19,6 %
502.052 $+260.776 $
+108,1 %
GSK plcGSK499.669 $+111.099 $
+28,6 %
388.570 $+134.978 $
+53,2 %
ARGENX SEARGX489.433 $+202.799 $
+70,8 %
286.634 $+286.634 $
SK TELECOM CO LTDSKM485.021 $+69.344 $
+16,7 %
415.677 $+415.677 $
Trane Technologies plcTT476.381 $+17.975 $
+3,9 %
458.406 $+458.406 $
HERSHEY COHSY430.747 $-43.372 $
-9,1 %
474.119 $-61.889 $
-11,5 %
BARCLAYS PLCBCS473.166 $+183.143 $
+63,1 %
290.023 $+290.023 $
NEXTERA ENERGY INCNEE466.989 $+87.817 $
+23,2 %
379.172 $+176.852 $
+87,4 %
COLGATE PALMOLIVE COCL452.773 $+61.013 $
+15,6 %
UBS Group AGUBS448.975 $+218.661 $
+94,9 %
230.314 $-61.712 $
-21,1 %
TC ENERGY CORPTRP447.891 $+52.838 $
+13,4 %
395.053 $+182.986 $
+86,3 %
KLA CORPKLAC444.719 $+79.257 $
+21,7 %
365.462 $+126.172 $
+52,7 %
LOCKHEED MARTIN CORPLMT414.505 $-25.478 $
-5,8 %
439.983 $-79.987 $
-15,4 %
ANALOG DEVICES INCADI439.615 $+63.543 $
+16,9 %
376.072 $+376.072 $
SanofiSNY328.268 $-109.034 $
-24,9 %
437.302 $+107.481 $
+32,6 %
PACCAR INCPCAR434.426 $+12.074 $
+2,9 %
422.352 $+41.051 $
+10,8 %
SYNOPSYS INCSNPS314.712 $-115.939 $
-26,9 %
430.651 $+166.479 $
+63,0 %
SUN LIFE FINANCIAL INCSLF408.221 $-20.714 $
-4,8 %
428.935 $+59.322 $
+16,0 %
3M COMMM415.299 $+25.260 $
+6,5 %
390.039 $+143.755 $
+58,4 %
GARMIN LTDGRMN400.223 $-8.033 $
-2,0 %
408.256 $+408.256 $
AngloGold Ashanti PLCAU406.786 $+193.655 $
+90,9 %
213.131 $+213.131 $
WESTERN DIGITAL CORPWDC405.524 $+405.524 $
EQUINIX INCEQIX298.802 $-98.138 $
-24,7 %
396.940 $+82.215 $
+26,1 %
Vertiv Holdings CoVRT395.628 $+85.133 $
+27,4 %
310.495 $+310.495 $
CARDINAL HEALTH INCCAH394.149 $+92.925 $
+30,8 %
301.224 $+301.224 $
Strategy IncMSTR393.720 $+393.720 $
EQUINOR ASAEQNR356.860 $-17.852 $
-4,8 %
374.712 $-19.525 $
-5,0 %
PFIZER INCPFE248.477 $-114.638 $
-31,6 %
363.115 $+4.529 $
+1,3 %
TELEDYNE TECHNOLOGIES INCTDY354.447 $-1.096 $
-0,3 %
355.543 $+355.543 $
MICROCHIP TECHNOLOGY INCMCHP340.456 $+18.021 $
+5,6 %
322.435 $+322.435 $
XCEL ENERGY INCXEL336.211 $+28.399 $
+9,2 %
307.812 $+307.812 $
CREDICORP LTDBAP330.337 $+73.065 $
+28,4 %
257.272 $+257.272 $
YUM BRANDS INCYUM323.588 $-3.297 $
-1,0 %
326.885 $-20.409 $
-5,9 %
RELX PLCRELX324.192 $+23.446 $
+7,8 %
CINTAS CORPCTAS272.513 $-50.426 $
-15,6 %
322.939 $+63.149 $
+24,3 %
Constellation Energy CorpCEG319.356 $+24.353 $
+8,3 %
295.003 $+295.003 $
ALLSTATE CORPALL318.070 $+82.217 $
+34,9 %
AFLAC INCAFL312.615 $+13.636 $
+4,6 %
298.979 $-16.245 $
-5,2 %
BERKLEY W R CORPWRB274.660 $-35.016 $
-11,3 %
309.676 $+34.073 $
+12,4 %
GENERAL DYNAMICS CORPGD303.667 $+40.590 $
+15,4 %
263.077 $+51.827 $
+24,5 %
ArcelorMittalMT301.856 $+99.081 $
+48,9 %
202.775 $+202.775 $
DIAGEO PLCDEO295.159 $+295.159 $
TotalEnergies SETTE292.100 $+17.994 $
+6,6 %
274.106 $+274.106 $
TAL Education GroupTAL285.755 $+18.073 $
+6,8 %
267.682 $-78.314 $
-22,6 %
FLOWERS FOODS INCFLO285.208 $+285.208 $
KINROSS GOLD CORPKGC282.557 $+88.729 $
+45,8 %
193.828 $+193.828 $
FEDEX CORPFDX219.245 $-59.210 $
-21,3 %
278.455 $+278.455 $
SHERWIN WILLIAMS COSHW246.911 $-26.404 $
-9,7 %
273.315 $+10.724 $
+4,1 %
DOLLAR GENERAL CORPDG270.187 $+30.675 $
+12,8 %
239.512 $+239.512 $
REALTY INCOME CORPO269.788 $+52.773 $
+24,3 %
CENTENE CORPCNC267.329 $+267.329 $
TE Connectivity plcTEL266.187 $+266.187 $
Liberty Media CorpFWONA262.280 $+262.280 $
ROGERS COMMUNICATIONS INCRCI258.375 $+258.375 $
Lloyds Banking Group plcLYG258.290 $+53.971 $
+26,4 %
204.319 $+30.929 $
+17,8 %
EXELON CORPEXC240.181 $-11.177 $
-4,4 %
251.358 $+251.358 $
JABIL INCJBL247.858 $+10.783 $
+4,5 %
237.075 $+237.075 $
ALCON INCALC245.683 $+40.444 $
+19,7 %
TransDigm Group INCTDG202.137 $-35.083 $
-14,8 %
237.220 $+237.220 $
UNITED THERAPEUTICS CorpUTHR236.804 $+236.804 $
NOKIA CORPNOK232.189 $+35.898 $
+18,3 %
196.291 $+62.233 $
+46,4 %
TYLER TECHNOLOGIES INCTYL231.800 $+231.800 $
Roblox CorpRBLX207.275 $-24.060 $
-10,4 %
231.335 $+231.335 $
ATMOS ENERGY CORPATO231.329 $+27.441 $
+13,5 %
203.888 $+203.888 $
GOLD FIELDS LTDGFI229.652 $+229.652 $
NatWest Group plcNWG226.573 $+226.573 $
Edwards Lifesciences CorpEW226.339 $+18.691 $
+9,0 %
207.648 $+207.648 $
PRUDENTIAL PLC218.338 $+218.338 $
PAYCHEX INCPAYX217.754 $+217.754 $
HOLOGIC INCHOLX217.213 $+217.213 $
LOEWS CORPL210.199 $+210.199 $
MCCORMICK & CO INCMKC209.642 $+209.642 $
BECTON DICKINSON & COBDX206.011 $-62.676 $
-23,3 %
CGI INCGIB202.532 $-5.713 $
-2,7 %
FORD MOTOR COF184.862 $+184.862 $
CEMEX SAB DE CVCX175.383 $+73.609 $
+72,3 %
101.774 $+101.774 $
AMERICOLD REALTY TRUSTCOLD174.034 $+174.034 $
Haleon plcHLN136.293 $-16.478 $
-10,8 %
152.771 $-9.996 $
-6,1 %
423.201.107 $+201.153.032 $
+25.912,2 %
2.954.439 $-153.296.033 $
-98,1 %
380.594.453 $+118.331.009 $
+54,8 %
Erweitert ×