Investments: Massachusetts Wealth Management

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Massachusetts Wealth Management
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
256.845.345 $+31.430.746 $
+15,5 %
87225.653.878 $+14.806.986 $
+21,3 %
87209.987.745 $+14.929.237 $
+7,2 %
82196.797.428 $+24.475.946 $
+19,2 %
85
SELECT SECTOR SPDR TRUST→ 035.554.235 $+5.119.541 $
+16,8 %
130.434.694 $-2.595.952 $
-7,9 %
133.030.646 $+849.849 $
+2,6 %
132.180.797 $+4.086.826 $
+14,5 %
1
COZAD ASSET MANAGEMENT INC→ 014.035.451 $+1.267.307 $
+9,9 %
112.768.144 $+1.832.863 $
+16,8 %
110.935.281 $+7.368.962 $
+206,6 %
13.566.319 $+3.566.319 $1
MICRON TECHNOLOGY INCMU→ 0Stark9.266.640 $+6.486.892 $
+233,4 %
12.779.748 $+297.252 $
+12,0 %
12.482.496 $+914.206 $
+58,3 %
11.568.290 $+434.636 $
+38,3 %
1
EXXON MOBIL CORPXOM→ 0Stark6.063.395 $-1.503.271 $
-19,9 %
17.566.666 $+3.223.114 $
+74,2 %
14.343.552 $+148.012 $
+3,5 %
14.195.540 $+228.931 $
+5,8 %
1
GE Vernova Inc.GEV→ 0Sehr stark7.184.269 $+1.877.037 $
+35,4 %
15.307.232 $+1.349.212 $
+34,1 %
13.958.020 $+237.260 $
+6,4 %
13.720.760 $+517.815 $
+16,2 %
1
CITIGROUP INCC→ 0Neutral7.175.049 $+1.337.269 $
+22,9 %
15.837.780 $-138.498 $
-2,3 %
15.976.278 $+792.470 $
+15,3 %
15.183.808 $+911.039 $
+21,3 %
1
JPMORGAN CHASE & COJPM→ 0Neutral6.679.169 $+665.068 $
+11,1 %
16.014.101 $-410.966 $
-6,4 %
16.425.067 $-3.081 $
-0,0 %
16.428.148 $+520.072 $
+8,8 %
1
CATERPILLAR INCCAT→ 0Sehr stark6.539.551 $+2.185.356 $
+50,2 %
14.354.195 $+713.033 $
+19,6 %
13.641.162 $+548.276 $
+17,7 %
13.092.886 $+661.915 $
+27,2 %
1
Apple Inc.AAPL→ 0Neutral6.198.835 $+723.933 $
+13,2 %
15.474.902 $-410.749 $
-7,0 %
15.885.651 $+345.399 $
+6,2 %
15.540.252 $+1.089.490 $
+24,5 %
1
CORNING INC /NYGLW→ 0Stark5.993.665 $+2.803.129 $
+87,9 %
13.190.536 $+1.153.453 $
+56,6 %
12.037.083 $+117.581 $
+6,1 %
11.919.502 $+712.562 $
+59,0 %
1
CHEVRON CORPCVX→ 0Sehr stark4.699.959 $-1.192.346 $
-20,2 %
15.892.305 $+2.814.537 $
+91,4 %
13.077.768 $-65.767 $
-2,1 %
13.143.535 $+243.508 $
+8,4 %
1
CONOCOPHILLIPSCOP→ 0Stark4.457.805 $-1.258.455 $
-22,0 %
15.716.260 $+3.003.629 $
+110,7 %
12.712.631 $-36.249 $
-1,3 %
12.748.880 $+138.702 $
+5,3 %
1
GENERAL ELECTRIC COGE→ 0Neutral5.546.060 $+1.369.037 $
+32,8 %
14.177.023 $-372.580 $
-8,2 %
14.549.603 $+120.029 $
+2,7 %
14.429.574 $+678.115 $
+18,1 %
1
ISHARES TR→ 02.786.884 $+338.049 $
+13,8 %
12.448.835 $-2.632.011 $
-51,8 %
15.080.846 $-260.049 $
-4,9 %
15.340.895 $+704.962 $
+15,2 %
1
VANGUARD GROUP INC→ 04.975.018 $-23.035 $
-0,5 %
14.998.053 $-136.639 $
-2,7 %
15.134.692 $+330.739 $
+6,9 %
14.803.953 $+42.539 $
+0,9 %
1
MICROSOFT CORPMSFT→ 0Neutral3.636.703 $+31.487 $
+0,9 %
13.605.216 $-1.049.313 $
-22,5 %
14.654.529 $-320.381 $
-6,4 %
14.974.910 $+140.085 $
+2,9 %
1
SLB LIMITED/NVSLB→ 0Stark4.179.962 $-441.849 $
-9,6 %
14.621.811 $+2.755.583 $
+147,7 %
11.866.228 $+176.358 $
+10,4 %
11.689.870 $+14.505 $
+0,9 %
1
JOHNSON & JOHNSONJNJ→ 0Stark4.533.364 $+188.443 $
+4,3 %
14.344.921 $+701.566 $
+19,3 %
13.643.355 $+366.613 $
+11,2 %
13.276.742 $+634.625 $
+24,0 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral4.318.524 $+632.285 $
+17,2 %
13.686.239 $-451.420 $
-10,9 %
14.137.659 $+270.361 $
+7,0 %
13.867.298 $+496.355 $
+14,7 %
1
NVIDIA CORPNVDA→ 0Neutral3.836.125 $+505.608 $
+15,2 %
13.330.517 $-378.409 $
-10,2 %
13.708.926 $-321.575 $
-8,0 %
14.030.501 $+641.300 $
+18,9 %
1
Walmart Inc.WMT→ 0Stark3.494.411 $-324.465 $
-8,5 %
13.818.876 $+428.893 $
+12,7 %
13.389.983 $+328.689 $
+10,7 %
13.061.294 $+274.173 $
+9,8 %
1
STATE STREET CORPSTT→ 0Sehr stark3.654.880 $+908.528 $
+33,1 %
12.746.352 $-43.489 $
-1,6 %
12.789.841 $+285.881 $
+11,4 %
12.503.960 $+248.595 $
+11,0 %
1
ELI LILLY & CoLLY→ 0Neutral3.598.290 $+838.980 $
+30,4 %
12.759.310 $-410.996 $
-13,0 %
13.170.306 $+1.007.201 $
+46,6 %
12.163.105 $+105.146 $
+5,1 %
1
CUMMINS INCCMI→ 0Stark3.476.899 $+864.812 $
+33,1 %
12.612.087 $+95.569 $
+3,8 %
12.516.518 $+431.277 $
+20,7 %
12.085.241 $+494.573 $
+31,1 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 03.307.909 $+711.176 $
+27,4 %
12.596.733 $-351.034 $
-11,9 %
12.947.767 $-92.207 $
-3,0 %
13.039.974 $+360.934 $
+13,5 %
1
FREEPORT-MCMORAN INCFCX→ 0Stark3.301.725 $+176.099 $
+5,6 %
13.125.626 $+2.818.346 $
+917,2 %
1307.280 $+39.917 $
+14,9 %
1267.363 $-56.331 $
-17,4 %
1
DEERE & CODE→ 0Stark3.245.232 $+391.554 $
+13,7 %
12.853.678 $+488.117 $
+20,6 %
12.365.561 $+18.903 $
+0,8 %
12.346.658 $-229.861 $
-8,9 %
1
PFIZER INCPFE→ 0Stark2.668.425 $-420.796 $
-13,6 %
13.089.221 $+408.363 $
+15,2 %
12.680.858 $+116.347 $
+4,5 %
12.564.511 $+322.359 $
+14,4 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral2.732.492 $+101.382 $
+3,9 %
12.631.110 $-449.150 $
-14,6 %
13.080.260 $+337.921 $
+12,3 %
12.742.339 $+153.101 $
+5,9 %
1
Merck & Co., Inc.MRK→ 0Sehr stark3.047.634 $+207.948 $
+7,3 %
12.839.686 $+417.969 $
+17,3 %
12.421.717 $+558.555 $
+30,0 %
11.863.162 $+123.700 $
+7,1 %
1
Alphabet Inc.GOOGL→ 0Stark2.984.225 $+640.292 $
+27,3 %
12.343.933 $-187.178 $
-7,4 %
12.531.111 $+623.871 $
+32,7 %
11.907.240 $+584.620 $
+44,2 %
1
COCA COLA COKO→ 0Stark2.930.846 $+218.669 $
+8,1 %
12.712.177 $+227.710 $
+9,2 %
12.484.467 $+140.315 $
+6,0 %
12.344.152 $-140.664 $
-5,7 %
1
Trane Technologies plcTT→ 0Neutral2.915.035 $+397.925 $
+15,8 %
12.517.110 $+156.612 $
+6,6 %
12.360.498 $-213.458 $
-8,3 %
12.573.956 $-109.554 $
-4,1 %
1
EMERSON ELECTRIC COEMR→ 0Neutral2.834.370 $+253.276 $
+9,8 %
12.581.094 $-46.364 $
-1,8 %
12.627.458 $+19.206 $
+0,7 %
12.608.252 $+10.584 $
+0,4 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.603.029 $+115.023 $
+4,6 %
12.488.006 $-101.647 $
-3,9 %
12.589.653 $-88.443 $
-3,3 %
12.678.096 $+114.688 $
+4,5 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark2.394.803 $-205.879 $
-7,9 %
12.600.682 $+380.156 $
+17,1 %
12.220.526 $-201.848 $
-8,3 %
12.422.374 $-173.249 $
-6,7 %
1
3M COMMM→ 0Neutral2.505.233 $+268.255 $
+12,0 %
12.236.978 $-204.067 $
-8,4 %
12.441.045 $+78.585 $
+3,3 %
12.362.460 $+71.400 $
+3,1 %
1
Kontoor Brands, Inc.KTB→ 0Stark2.413.526 $+388.471 $
+19,2 %
12.025.055 $+283.379 $
+16,3 %
11.741.676 $-444.820 $
-20,3 %
12.186.496 $+1.925.255 $
+737,0 %
1
AbbVie Inc.ABBV→ 0Neutral2.346.543 $+313.011 $
+15,4 %
12.033.532 $-129.126 $
-6,0 %
12.162.658 $-38.361 $
-1,7 %
12.201.019 $+408.672 $
+22,8 %
1
AMGEN INCAMGN→ 0Neutral2.298.512 $+82.786 $
+3,7 %
12.215.726 $+172.545 $
+8,4 %
12.043.181 $+279.621 $
+15,9 %
11.763.560 $-56.416 $
-3,1 %
1
Ingersoll Rand Inc.IR→ 0Neutral2.268.335 $+62.952 $
+2,9 %
12.205.383 $+29.210 $
+1,3 %
12.176.173 $-98.603 $
-4,3 %
12.274.776 $-27.896 $
-1,2 %
1
AMAZON COM INCAMZN→ 0Neutral2.266.613 $+329.702 $
+17,0 %
11.936.911 $-171.630 $
-8,1 %
12.108.541 $+157.662 $
+8,1 %
11.950.879 $+34.507 $
+1,8 %
1
HOME DEPOT, INC.HD→ 0Neutral1.915.052 $+112.735 $
+6,3 %
11.802.317 $-71.307 $
-3,8 %
11.873.624 $-324.532 $
-14,8 %
12.198.156 $+218.300 $
+11,0 %
1
PEPSICO INCPEP→ 0Stark1.923.409 $-255.365 $
-11,7 %
12.178.774 $+198.010 $
+10,0 %
11.980.764 $+75.230 $
+3,9 %
11.905.534 $+123.880 $
+7,0 %
1
ILLINOIS TOOL WORKS INCITW→ 0Stark2.149.696 $+83.514 $
+4,0 %
12.066.182 $+103.664 $
+5,3 %
11.962.518 $-90.706 $
-4,4 %
12.053.224 $+165.718 $
+8,8 %
1
NORFOLK SOUTHERN CORPNSC→ 0Stark1.942.593 $+204.808 $
+11,8 %
11.737.785 $+8.352 $
+0,5 %
11.729.433 $-68.821 $
-3,8 %
11.798.254 $+274.977 $
+18,1 %
1
CSX CORPCSX→ 0Neutral1.867.216 $+265.856 $
+16,6 %
11.601.360 $+218.060 $
+15,8 %
11.383.300 $+34.453 $
+2,6 %
11.348.847 $+135.500 $
+11,2 %
1
Meta Platforms, Inc.META→ 0Neutral1.501.731 $+7.900 $
+0,5 %
11.493.831 $-219.763 $
-12,8 %
11.713.594 $-98.121 $
-5,4 %
11.811.715 $+90.489 $
+5,3 %
1
UNION PACIFIC CORPUNP→ 0Stark1.806.896 $+218.220 $
+13,7 %
11.588.676 $+107.071 $
+7,2 %
11.481.605 $-28.090 $
-1,9 %
11.509.695 $+53.979 $
+3,7 %
1
Baker Hughes CoBKR→ 0Stark1.590.075 $-152.903 $
-8,8 %
11.742.978 $+512.260 $
+41,6 %
11.230.718 $-124.916 $
-9,2 %
11.355.634 $+261.986 $
+24,0 %
1
CARRIER GLOBAL CorpCARR→ 0Stark1.695.118 $+414.910 $
+32,4 %
11.280.208 $+90.780 $
+7,6 %
11.189.428 $-160.389 $
-11,9 %
11.349.817 $-198.883 $
-12,8 %
1
Vulcan Materials COVMC→ 0Neutral1.528.152 $+90.408 $
+6,3 %
11.437.744 $-93.887 $
-6,1 %
11.531.631 $-151.050 $
-9,0 %
11.682.681 $+266.428 $
+18,8 %
1
PROCTER & GAMBLE CoPG→ 0Neutral1.636.502 $+53.440 $
+3,4 %
11.583.062 $+42.480 $
+2,8 %
11.540.582 $-95.330 $
-5,8 %
11.635.912 $-81.876 $
-4,8 %
1
HALLIBURTON COHAL→ 0Sehr stark1.428.446 $-189.639 $
-11,7 %
11.618.085 $+501.815 $
+45,0 %
11.116.270 $+135.345 $
+13,8 %
1980.925 $+113.247 $
+13,1 %
1
Ancora Advisors LLC→ 01.594.311 $+183.798 $
+13,0 %
11.410.513 $-61.533 $
-4,2 %
11.472.046 $+190.351 $
+14,9 %
11.281.695 $+102.640 $
+8,7 %
1
RTX CorpRTX→ 0Neutral1.532.070 $-4.378 $
-0,3 %
11.536.448 $+29.817 $
+2,0 %
11.506.631 $+134.358 $
+9,8 %
11.372.273 $+167.462 $
+13,9 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach1.475.790 $+224.330 $
+17,9 %
11.251.460 $-237.884 $
-16,0 %
11.489.344 $+94.627 $
+6,8 %
11.394.717 $-18.164 $
-1,3 %
1
BOEING COBA→ 0Neutral1.479.572 $+192.843 $
+15,0 %
11.286.729 $-74.613 $
-5,5 %
11.361.342 $+74.995 $
+5,8 %
11.286.347 $+304.699 $
+31,0 %
1
iSHARES TRUST→ 01.324.672 $+181.427 $
+15,9 %
11.143.245 $-65.680 $
-5,4 %
11.208.925 $+28.363 $
+2,4 %
11.180.562 $+88.514 $
+8,1 %
1
HERSHEY COHSY→ 0Stark1.104.458 $-204.210 $
-15,6 %
11.308.668 $+163.104 $
+14,2 %
11.145.564 $-8.909 $
-0,8 %
11.154.473 $+136.868 $
+13,5 %
1
SHERWIN WILLIAMS COSHW→ 0Neutral1.270.541 $+100.533 $
+8,6 %
11.170.008 $+13.221 $
+1,1 %
11.156.787 $-74.167 $
-6,0 %
11.230.954 $+18.893 $
+1,6 %
1
COLGATE PALMOLIVE COCL→ 0Sehr stark1.235.663 $+110.371 $
+9,8 %
11.125.292 $+107.672 $
+10,6 %
11.017.620 $-3.374 $
-0,3 %
11.020.994 $-144.526 $
-12,4 %
1
GE HealthCare Technologies Inc.GEHC→ 0Stark939.923 $-87.489 $
-8,5 %
11.027.412 $-148.017 $
-12,6 %
11.175.429 $+106.681 $
+10,0 %
11.068.748 $+57.915 $
+5,7 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 01.154.703 $+169.961 $
+17,3 %
1984.742 $+60.657 $
+6,6 %
1924.085 $+28.891 $
+3,2 %
1895.194 $+44.833 $
+5,3 %
1
KELLANOVA→ 01.093.573 $+17.294 $
+1,6 %
1
UBS Group AGUBS→ 01.044.725 $+221.129 $
+26,8 %
1823.596 $-152.619 $
-15,6 %
1976.215 $+111.935 $
+13,0 %
1864.280 $+151.354 $
+21,2 %
1
GENERAL MILLS INCGIS→ 0Stark731.670 $-39.714 $
-5,1 %
1771.384 $-152.804 $
-16,5 %
1924.188 $-70.800 $
-7,1 %
1994.988 $-22.250 $
-2,2 %
1
Tesla, Inc.TSLA→ 0Neutral804.608 $+93.450 $
+13,1 %
1711.158 $-149.156 $
-17,3 %
1860.314 $+9.565 $
+1,1 %
1850.749 $+244.654 $
+40,4 %
1
BEST BUY CO INCBBY→ 0Stark825.271 $+825.271 $1
QUALCOMM INC/DEQCOM→ 0Neutral771.129 $+227.291 $
+41,8 %
1543.838 $-152.849 $
-21,9 %
1696.687 $-64.077 $
-8,4 %
1760.764 $-31.236 $
-3,9 %
1
Southwest Gas Holdings, Inc.SWX→ 0Stark730.280 $+14.658 $
+2,0 %
1715.622 $+67.060 $
+10,3 %
1648.562 $+15.575 $
+2,5 %
1632.987 $+43.074 $
+7,3 %
1
BIOGEN INC.BIIB→ 0Stark697.874 $+114.885 $
+19,7 %
1582.989 $+55.195 $
+10,5 %
1527.794 $+125.204 $
+31,1 %
1402.590 $+41.644 $
+11,5 %
1
INTEL CORPINTC→ 0Neutral694.799 $+475.208 $
+216,4 %
1219.591 $+219.591 $1
SPDR SERIES TRUST→ 0638.636 $-3.224 $
-0,5 %
1641.860 $+411.171 $
+178,2 %
1230.689 $-20.282 $
-8,1 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 0447.555 $-75.864 $
-14,5 %
1523.419 $+317.112 $
+153,7 %
1206.307 $+206.307 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral465.230 $+97.224 $
+26,4 %
1368.006 $+38.381 $
+11,6 %
1329.625 $+30.994 $
+10,4 %
1298.631 $+33.225 $
+12,5 %
1
FEDEX CORPFDX→ 0Sehr stark403.938 $-55.534 $
-12,1 %
1459.472 $+86.843 $
+23,3 %
1372.629 $+66.076 $
+21,6 %
1306.553 $+11.050 $
+3,7 %
1
MORGAN STANLEYMS→ 0Neutral444.210 $+106.842 $
+31,7 %
1337.368 $+31.129 $
+10,2 %
1306.239 $+28.059 $
+10,1 %
1278.180 $+35.196 $
+14,5 %
1
PUBLIC SERVICE ENTERPRISE GROUP INCPEG→ 0Neutral442.322 $+1.144 $
+0,3 %
1441.178 $+19.603 $
+4,6 %
1421.575 $-14.503 $
-3,3 %
1436.078 $+4.656 $
+1,1 %
1
CURTISS WRIGHT CORPCW→ 0Stark412.979 $+41.769 $
+11,3 %
1371.210 $+70.768 $
+23,6 %
1300.442 $+4.540 $
+1,5 %
1295.902 $+29.642 $
+11,1 %
1
Broadcom Inc.AVGO→ 0Neutral411.748 $+74.382 $
+22,0 %
1337.366 $-39.883 $
-10,6 %
1377.249 $+17.647 $
+4,9 %
1359.602 $+59.144 $
+19,7 %
1
ORACLE CORPORCL→ 0Neutral212.498 $-812 $
-0,4 %
1213.310 $-69.310 $
-24,5 %
1282.620 $-125.178 $
-30,7 %
1407.798 $+90.784 $
+28,6 %
1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral363.606 $+80.500 $
+28,4 %
1283.106 $-44.220 $
-13,5 %
1327.326 $+44.562 $
+15,8 %
1282.764 $+33.452 $
+13,4 %
1
TORONTO DOMINION BANKTD→ 0292.646 $+67.769 $
+30,1 %
1224.877 $-2.145 $
-0,9 %
1227.022 $+227.022 $1
VISA INC.V→ 0Neutral274.120 $+32.638 $
+13,5 %
1241.482 $-38.726 $
-13,8 %
1280.208 $+7.455 $
+2,7 %
1272.753 $-10.922 $
-3,9 %
1
ASTRAZENECA PLCAZN→ 0Stark265.468 $-10.640 $
-3,9 %
1276.108 $+18.704 $
+7,3 %
1257.404 $+42.588 $
+19,8 %
1214.816 $+214.816 $1
Allegion plcALLE→ 0Neutral213.404 $-7.292 $
-3,3 %
1220.696 $-21.159 $
-8,7 %
1241.855 $-27.540 $
-10,2 %
1269.395 $+50.477 $
+23,1 %
1
DOW INC.DOW→ 0Sehr stark239.279 $+25.479 $
+11,9 %
1
VANGUARD WORLD FUND→ 0210.410 $-2.590 $
-1,2 %
1213.000 $+4.649 $
+2,2 %
1208.351 $+208.351 $1
256.845.345 $+31.430.746 $
+15,5 %
87225.653.878 $+14.806.986 $
+21,3 %
87209.987.745 $+14.929.237 $
+7,2 %
82196.797.428 $+24.475.946 $
+19,2 %
85
Erweitert ×