Investments: Massachusetts 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
177.324.975 $+12.480.672 $
+7,1 %
164.844.303 $+164.844.303 $
BANK OF AMERICA CORP /DE/BAC69.144.324 $+6.006.910 $
+9,5 %
63.137.414 $+63.137.414 $
JPMORGAN CHASE & COJPM6.425.067 $-3.081 $
-0,0 %
6.428.148 $+6.428.148 $
CITIGROUP INCC5.976.278 $+792.470 $
+15,3 %
5.183.808 $+5.183.808 $
APPFOLIO INCAPPF5.885.651 $+345.399 $
+6,2 %
5.540.252 $+5.540.252 $
MICROSOFT CORPMSFT4.654.529 $-320.381 $
-6,4 %
4.974.910 $+4.974.910 $
GENERAL ELECTRIC COGE4.549.603 $+120.029 $
+2,7 %
4.429.574 $+4.429.574 $
EXXON MOBIL CORPXOM4.343.552 $+148.012 $
+3,5 %
4.195.540 $+4.195.540 $
NVIDIA CORPNVDA3.708.926 $-321.575 $
-8,0 %
4.030.501 $+4.030.501 $
JOHNSON & JOHNSONJNJ3.643.355 $+366.613 $
+11,2 %
3.276.742 $+3.276.742 $
CATERPILLAR INCCAT3.641.162 $+548.276 $
+17,7 %
3.092.886 $+3.092.886 $
Walmart Inc.WMT3.389.983 $+328.689 $
+10,7 %
3.061.294 $+3.061.294 $
ELI LILLY & CoLLY3.170.306 $+1.007.201 $
+46,6 %
2.163.105 $+2.163.105 $
CHEVRON CORPCVX3.077.768 $-65.767 $
-2,1 %
3.143.535 $+3.143.535 $
BlackRock, Inc.BLK3.007.763 $+167.500 $
+5,9 %
2.840.263 $+2.840.263 $
STATE STREET CORPSTT2.789.841 $+285.881 $
+11,4 %
2.503.960 $+2.503.960 $
CONOCOPHILLIPSCOP2.712.631 $-36.249 $
-1,3 %
2.748.880 $+2.748.880 $
PFIZER INCPFE2.680.858 $+116.347 $
+4,5 %
2.564.511 $+2.564.511 $
BERKSHIRE HATHAWAY INCBRK-B2.589.653 $-88.443 $
-3,3 %
2.678.096 $+2.678.096 $
EMERSON ELECTRIC COEMR2.627.458 $+19.206 $
+0,7 %
2.608.252 $+2.608.252 $
Trane Technologies plcTT2.360.498 $-213.458 $
-8,3 %
2.573.956 $+2.573.956 $
ALPHA PRO TECH LTDAPT2.531.111 $+623.871 $
+32,7 %
1.907.240 $+1.907.240 $
CUMMINS INCCMI2.516.518 $+431.277 $
+20,7 %
2.085.241 $+2.085.241 $
COCA COLA COKO2.484.467 $+140.315 $
+6,0 %
2.344.152 $+2.344.152 $
MICRON TECHNOLOGY INCMU2.482.496 $+914.206 $
+58,3 %
1.568.290 $+1.568.290 $
3M COMMM2.441.045 $+78.585 $
+3,3 %
2.362.460 $+2.362.460 $
DEERE & CODE2.365.561 $+18.903 $
+0,8 %
2.346.658 $+2.346.658 $
AbbVie Inc.ABBV2.162.658 $-38.361 $
-1,7 %
2.201.019 $+2.201.019 $
AMAZON COM INCAMZN2.108.541 $+157.662 $
+8,1 %
1.950.879 $+1.950.879 $
AMGEN INCAMGN2.043.181 $+279.621 $
+15,9 %
1.763.560 $+1.763.560 $
PEPSICO INCPEP1.980.764 $+75.230 $
+3,9 %
1.905.534 $+1.905.534 $
PROCTER & GAMBLE CoPG1.540.582 $-95.330 $
-5,8 %
1.635.912 $+1.635.912 $
RTX CorpRTX1.506.631 $+134.358 $
+9,8 %
1.372.273 $+1.372.273 $
CSX CORPCSX1.383.300 $+34.453 $
+2,6 %
1.348.847 $+1.348.847 $
BOEING COBA1.361.342 $+74.995 $
+5,8 %
1.286.347 $+1.286.347 $
SHERWIN WILLIAMS COSHW1.156.787 $-74.167 $
-6,0 %
1.230.954 $+1.230.954 $
HERSHEY COHSY1.145.564 $-8.909 $
-0,8 %
1.154.473 $+1.154.473 $
HALLIBURTON COHAL1.116.270 $+135.345 $
+13,8 %
980.925 $+980.925 $
COLGATE PALMOLIVE COCL1.017.620 $-3.374 $
-0,3 %
1.020.994 $+1.020.994 $
UBS Group AGUBS976.215 $+111.935 $
+13,0 %
864.280 $+864.280 $
ORACLE CORPORCL282.620 $-125.178 $
-30,7 %
407.798 $+407.798 $
FEDEX CORPFDX372.629 $+66.076 $
+21,6 %
306.553 $+306.553 $
GOLDMAN SACHS GROUP INCGS329.625 $+30.994 $
+10,4 %
298.631 $+298.631 $
FREEPORT-MCMORAN INCFCX307.280 $+39.917 $
+14,9 %
267.363 $+267.363 $
MORGAN STANLEYMS306.239 $+28.059 $
+10,1 %
278.180 $+278.180 $
CURTISS WRIGHT CORPCW300.442 $+4.540 $
+1,5 %
295.902 $+295.902 $
Allegion plcALLE241.855 $-27.540 $
-10,2 %
269.395 $+269.395 $
ASTRAZENECA PLCAZN257.404 $+42.588 $
+19,8 %
214.816 $+214.816 $
TORONTO DOMINION BANKTD227.022 $+227.022 $
177.324.975 $+12.480.672 $
+7,1 %
164.844.303 $+164.844.303 $
Erweitert ×