Investments: waypoint wealth counsel

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 (%)
222.073.024 $+22.559.064 $
+15,7 %
202.932.595 $+51.380.629 $
+36,6 %
154.475.609 $+38.300.008 $
+69,1 %
BANK OF AMERICA CORP /DE/BAC114.706.387 $+7.827.755 $
+7,3 %
106.878.632 $+23.469.163 $
+28,1 %
83.409.469 $+15.837.653 $
+23,4 %
SPS COMMERCE INCSPSC10.814.688 $+766.682 $
+7,6 %
10.048.006 $+1.252.725 $
+14,2 %
8.795.281 $+510.660 $
+6,2 %
APPFOLIO INCAPPF9.602.763 $+813.499 $
+9,3 %
8.789.264 $+2.035.524 $
+30,1 %
6.753.740 $-194.900 $
-2,8 %
MICROSOFT CORPMSFT8.782.087 $-731.762 $
-7,7 %
9.513.849 $+482.213 $
+5,3 %
9.031.636 $+2.739.066 $
+43,5 %
COCA COLA COKO8.802.952 $+397.869 $
+4,7 %
8.405.083 $-573.685 $
-6,4 %
8.978.768 $+8.522.846 $
+1.869,4 %
ISHARES GOLD TRUSTIAU6.519.656 $+633.727 $
+10,8 %
5.885.929 $+876.487 $
+17,5 %
5.009.442 $+375.362 $
+8,1 %
NVIDIA CORPNVDA5.691.476 $+260.275 $
+4,8 %
5.431.201 $+1.109.670 $
+25,7 %
4.321.531 $+1.517.558 $
+54,1 %
ALPHA PRO TECH LTDAPT5.304.642 $+1.504.583 $
+39,6 %
3.800.059 $+1.108.378 $
+41,2 %
2.691.681 $+540.740 $
+25,1 %
AMAZON COM INCAMZN3.751.288 $+409.432 $
+12,3 %
3.341.856 $+67.020 $
+2,0 %
3.274.836 $+726.493 $
+28,5 %
BERKSHIRE HATHAWAY INCBRK-B3.299.906 $+330.175 $
+11,1 %
2.969.731 $+204.082 $
+7,4 %
2.765.649 $-209.943 $
-7,1 %
JPMORGAN CHASE & COJPM1.629.496 $-75.295 $
-4,4 %
1.704.791 $-83.732 $
-4,7 %
1.788.523 $+408.026 $
+29,6 %
Walmart Inc.WMT1.689.891 $+309.998 $
+22,5 %
1.379.893 $+745.397 $
+117,5 %
634.496 $+146.439 $
+30,0 %
INTEL CORPINTC1.550.859 $+279.987 $
+22,0 %
1.270.872 $+640.006 $
+101,4 %
630.866 $+630.866 $
JOHNSON & JOHNSONJNJ1.522.542 $+181.969 $
+13,6 %
1.340.573 $+360.346 $
+36,8 %
980.227 $-15.789 $
-1,6 %
EXXON MOBIL CORPXOM1.188.546 $+133.077 $
+12,6 %
1.055.469 $+94.036 $
+9,8 %
961.433 $-87.582 $
-8,3 %
Roblox CorpRBLX682.193 $-495.228 $
-42,1 %
1.177.421 $+351.705 $
+42,6 %
825.716 $+590.399 $
+250,9 %
CENTENE CORPCNC1.082.781 $+610.805 $
+129,4 %
471.976 $+148.466 $
+45,9 %
323.510 $+93.843 $
+40,9 %
PEPSICO INCPEP1.071.952 $+78.479 $
+7,9 %
993.473 $+612.668 $
+160,9 %
380.805 $+380.805 $
PG&E CorpPCG1.018.389 $+309.809 $
+43,7 %
708.580 $+708.580 $
MICRON TECHNOLOGY INCMU1.002.647 $+451.494 $
+81,9 %
551.153 $+551.153 $
PALATIN TECHNOLOGIES INCPTNT983.136 $+53.158 $
+5,7 %
929.978 $+491.435 $
+112,1 %
438.543 $+438.543 $
NETFLIX INCNFLX580.470 $-166.458 $
-22,3 %
746.928 $-92.707 $
-11,0 %
839.635 $+323.012 $
+62,5 %
ELI LILLY & CoLLY836.102 $+287.505 $
+52,4 %
548.597 $+58.208 $
+11,9 %
490.389 $-163.785 $
-25,0 %
FEDEX CORPFDX818.175 $+217.485 $
+36,2 %
600.690 $+386.732 $
+180,8 %
213.958 $+213.958 $
GENERAL ELECTRIC COGE718.635 $+109.173 $
+17,9 %
609.462 $+158.514 $
+35,2 %
450.948 $+167.935 $
+59,3 %
AbbVie Inc.ABBV632.125 $-83.920 $
-11,7 %
716.045 $+171.475 $
+31,5 %
544.570 $-73.889 $
-11,9 %
TechnipFMC plcFTI666.172 $+18.679 $
+2,9 %
647.493 $+322.344 $
+99,1 %
325.149 $+325.149 $
DELTA AIR LINES, INC.DAL662.338 $+139.290 $
+26,6 %
523.048 $+95.741 $
+22,4 %
427.307 $+427.307 $
INCYTE CORPINCY651.093 $+96.859 $
+17,5 %
554.234 $+183.293 $
+49,4 %
370.941 $+370.941 $
UNITEDHEALTH GROUP INCUNH596.596 $-7.066 $
-1,2 %
603.662 $+266.905 $
+79,3 %
336.757 $-229.929 $
-40,6 %
Phillips 66PSX561.067 $+44.327 $
+8,6 %
516.740 $+516.740 $
Medtronic plcMDT558.998 $+31.276 $
+5,9 %
527.722 $+527.722 $
ORACLE CORPORCL308.194 $-247.023 $
-44,5 %
555.217 $+306.819 $
+123,5 %
248.398 $+248.398 $
LOCKHEED MARTIN CORPLMT547.032 $+287.209 $
+110,5 %
259.823 $+259.823 $
CITIGROUP INCC543.016 $+108.819 $
+25,1 %
434.197 $+118.925 $
+37,7 %
315.272 $-160.292 $
-33,7 %
CATERPILLAR INCCAT533.956 $+119.702 $
+28,9 %
414.254 $+83.675 $
+25,3 %
330.579 $+53.131 $
+19,1 %
GENERAL DYNAMICS CORPGD522.547 $+37.609 $
+7,8 %
484.938 $+484.938 $
GARTNER INCIT518.437 $+283.694 $
+120,9 %
234.743 $+234.743 $
ADVANCED MICRO DEVICES INCAMD515.484 $+172.650 $
+50,4 %
342.834 $+55.202 $
+19,2 %
287.632 $+85.233 $
+42,1 %
NEWMARKET CORPNEU310.642 $-202.020 $
-39,4 %
512.662 $+241.154 $
+88,8 %
271.508 $+50.026 $
+22,6 %
WESTERN DIGITAL CORPWDC498.895 $+198.024 $
+65,8 %
300.871 $+300.871 $
CARMAX INCKMX296.447 $-186.727 $
-38,6 %
483.174 $+274.971 $
+132,1 %
Booking Holdings Inc.BKNG482.044 $+179.630 $
+59,4 %
302.414 $+1.327 $
+0,4 %
301.087 $+89.140 $
+42,1 %
BIOMARIN PHARMACEUTICAL INCBMRN454.402 $-20.690 $
-4,4 %
475.092 $+235.697 $
+98,5 %
239.395 $+239.395 $
NEUROCRINE BIOSCIENCES INCNBIX468.039 $+41.143 $
+9,6 %
426.896 $+426.896 $
Mastercard IncMA465.341 $+47.778 $
+11,4 %
417.563 $+38.214 $
+10,1 %
379.349 $+83.889 $
+28,4 %
LAS VEGAS SANDS CORPLVS465.199 $+240.948 $
+107,4 %
224.251 $+224.251 $
BORGWARNER INCBWA411.669 $-51.758 $
-11,2 %
463.427 $+463.427 $
UNITED PARCEL SERVICE INCUPS460.386 $+220.226 $
+91,7 %
240.160 $-43.131 $
-15,2 %
283.291 $-41.245 $
-12,7 %
FREEPORT-MCMORAN INCFCX459.803 $+459.803 $
Accenture plcACN453.160 $+453.160 $
DOLLAR GENERAL CORPDG435.100 $+435.100 $
DOVER CorpDOV309.869 $-108.888 $
-26,0 %
418.757 $+418.757 $
TENET HEALTHCARE CORPTHC417.909 $+18.529 $
+4,6 %
399.380 $+399.380 $
POOL CORPPOOL275.314 $-132.897 $
-32,6 %
408.211 $+408.211 $
CHEVRON CORPCVX348.095 $-57.823 $
-14,2 %
405.918 $+118.669 $
+41,3 %
287.249 $-101.683 $
-26,1 %
EXACT SCIENCES CORPEXAS404.819 $+404.819 $
TEXTRON INCTXT398.193 $+136.105 $
+51,9 %
262.088 $+262.088 $
MANHATTAN ASSOCIATES INCMANH206.239 $-188.963 $
-47,8 %
395.202 $+83.594 $
+26,8 %
311.608 $+311.608 $
PROSPERITY BANCSHARES INCPB391.370 $+93.060 $
+31,2 %
298.310 $+298.310 $
Sandisk CorpSNDK387.405 $+387.405 $
NEW YORK TIMES CONYT382.574 $+47.128 $
+14,0 %
335.446 $+335.446 $
Aon plcAON375.482 $+37.787 $
+11,2 %
337.695 $+1.259 $
+0,4 %
336.436 $-37.521 $
-10,0 %
PFIZER INCPFE351.121 $-24.157 $
-6,4 %
375.278 $+375.278 $
Walt Disney CoDIS375.264 $+115.986 $
+44,7 %
259.278 $-30.451 $
-10,5 %
289.729 $+26.348 $
+10,0 %
JANUS HENDERSON GROUP PLCJHG375.233 $+47.683 $
+14,6 %
327.550 $+327.550 $
MGM Resorts InternationalMGM371.106 $+371.106 $
CUMMINS INCCMI368.546 $+80.489 $
+27,9 %
288.057 $+288.057 $
MOSAIC COMOS362.060 $+362.060 $
TORO COTTC263.634 $-96.869 $
-26,9 %
360.503 $+360.503 $
GENUINE PARTS COGPC289.267 $-67.871 $
-19,0 %
357.138 $+46.356 $
+14,9 %
310.782 $+32.112 $
+11,5 %
GARMIN LTDGRMN356.528 $+356.528 $
AramarkARMK352.566 $+352.566 $
TARGET CORPTGT349.555 $+349.555 $
CHIPOTLE MEXICAN GRILL INCCMG349.391 $+127.823 $
+57,7 %
221.568 $+221.568 $
Veralto CorpVLTO342.753 $+342.753 $
UNITED THERAPEUTICS CorpUTHR341.563 $+341.563 $
CIENA CORPCIEN327.185 $+327.185 $
NNN REIT, INC.NNN287.952 $-28.088 $
-8,9 %
316.040 $+316.040 $
Monster Beverage CorpMNST210.613 $-103.026 $
-32,8 %
313.639 $+313.639 $
PROCTER & GAMBLE CoPG297.546 $+74.503 $
+33,4 %
223.043 $-56.204 $
-20,1 %
TELEFLEX INCTFX228.581 $-67.531 $
-22,8 %
296.112 $+296.112 $
RALPH LAUREN CORPRL295.265 $+295.265 $
DECKERS OUTDOOR CORPDECK289.240 $+289.240 $
CVS HEALTH CorpCVS287.974 $+21.882 $
+8,2 %
266.092 $+266.092 $
Palo Alto Networks IncPANW286.497 $+286.497 $
SCHWAB CHARLES CORPSCHW286.176 $+26.662 $
+10,3 %
259.514 $+259.514 $
HNI CORPHNI278.725 $-5.374 $
-1,9 %
284.099 $+30.089 $
+11,8 %
ROYAL GOLD INCRGLD282.766 $+282.766 $
METLIFE INCMET266.963 $+266.963 $
HALLIBURTON COHAL265.987 $+52.414 $
+24,5 %
213.573 $+213.573 $
Vertiv Holdings CoVRT264.888 $+58.359 $
+28,3 %
206.529 $+206.529 $
NEWS CORPNWSA261.988 $+28.775 $
+12,3 %
233.213 $+233.213 $
STIFEL FINANCIAL CORPSF260.333 $+40.655 $
+18,5 %
219.678 $+219.678 $
ALIGN TECHNOLOGY INCALGN258.586 $+258.586 $
ETSY INCETSY252.973 $+26.184 $
+11,5 %
226.789 $+226.789 $
ANTERO RESOURCES CorpAR251.283 $-1.324 $
-0,5 %
252.607 $+252.607 $
MGIC INVESTMENT CORPMTG230.342 $-20.733 $
-8,3 %
251.075 $+251.075 $
SOUTHERN COSO208.557 $-22.905 $
-9,9 %
231.462 $-18.410 $
-7,4 %
249.872 $+25.726 $
+11,5 %
LAM RESEARCH CORPLRCX249.410 $+249.410 $
GAP INCGAP249.063 $+249.063 $
Edwards Lifesciences CorpEW247.776 $+247.776 $
BROWN & BROWN, INC.BRO246.200 $+246.200 $
Public StoragePSA241.485 $+241.485 $
MASTEC INCMTZ240.846 $+6.755 $
+2,9 %
234.091 $+234.091 $
ALLSTATE CORPALL223.377 $-16.628 $
-6,9 %
240.005 $+240.005 $
Owens CorningOC239.634 $+239.634 $
HP INCHPQ231.817 $+231.817 $
LINDE PLCLIN230.375 $+230.375 $
BlackRock, Inc.BLK222.203 $-1.993 $
-0,9 %
224.196 $+20.032 $
+9,8 %
204.164 $+204.164 $
Alcoa CorpAA219.734 $+219.734 $
PENTAIR plcPNR219.084 $+219.084 $
NORTHERN TRUST CORPNTRS218.682 $+218.682 $
AIR LEASE CORPAL216.474 $+216.474 $
CURTISS WRIGHT CORPCW211.688 $+211.688 $
REINSURANCE GROUP OF AMERICA INCRGA209.564 $+209.564 $
MCKESSON CORPMCK208.116 $+208.116 $
Liberty Media CorpFWONA208.001 $+208.001 $
CSX CORPCSX207.073 $+207.073 $
Synchrony FinancialSYF204.571 $+204.571 $
NVR INCNVR204.199 $+204.199 $
Trane Technologies plcTT203.397 $+203.397 $
STARBUCKS CORPSBUX203.173 $+203.173 $
PEGASYSTEMS INCPEGA202.153 $+1.018 $
+0,5 %
201.135 $+201.135 $
AMGEN INCAMGN201.696 $+201.696 $
CONSOLIDATED EDISON INCED200.940 $+200.940 $
FORD MOTOR COF158.820 $+31.406 $
+24,6 %
127.414 $+10.492 $
+9,0 %
116.922 $+16.461 $
+16,4 %
Viatris IncVTRS132.320 $+28.535 $
+27,5 %
103.785 $+103.785 $
VALLEY NATIONAL BANCORPVLY118.869 $+118.869 $
Amcor plcAMCR115.455 $+115.455 $
MORGAN STANLEYMS104.550 $+104.550 $
Ready Capital CorpRC26.304 $-22.033 $
-45,6 %
48.337 $-4.195 $
-8,0 %
52.532 $-59.204 $
-53,0 %
IRONWOOD PHARMACEUTICALS INCIRWD42.136 $+25.554 $
+154,1 %
16.582 $+16.582 $
222.073.024 $+22.559.064 $
+15,7 %
202.932.595 $+51.380.629 $
+36,6 %
154.475.609 $+38.300.008 $
+69,1 %
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