Private Wealth Partners 13F Holdings & Latest Moves

13F filer · Latest filing Oct 22, 2026

Latest 13F moves (filed Oct 22, 2026): 7 new positions, 17 added, 17 reduced, 8 sold out. Largest change by value: reduced $NVDA ($127.74M held).

New positions
7
Added / reduced
17 / 17
Sold out
8

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BRK.B Added +3.45K (+2.99%) 118.65K $59.08M —
$TMO Added +1.31K (+2.34%) 57.49K $38.81M —
$PFE Added +25.23K (+4.07%) 645.07K $18.40M —
$HON Added +6.95K (+9.24%) 82.19K $17.34M —
$HONA Added +23.31K (+30.86%) 98.84K $15.32M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -6.86K (-1.21%) 559.35K $127.74M —
$GOOG Reduced -1.80K (-1.55%) 114.46K $39M —
$QQQ Reduced -1.39K (-5.03%) 26.16K $19.35M —
$DHR Reduced -4.42K (-5.02%) 83.56K $18.51M —
$QCOM Reduced -10.52K (-9.65%) 98.47K $18.12M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPCX New +14.08K 14.08K $2.12M —
$DASH New +3.05K 3.05K $559.83K —
$NTRA New +750 750 $309.98K —
$NOW New +1.87K 1.87K $251.13K —
$PLTR New +1.20K 1.20K $224.83K —
$VIG New +906 906 $211.38K —
$PYPL New +3.90K 3.90K $204.87K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BRK.B Added +3.45K (+2.99%) 118.65K $59.08M —
$TMO Added +1.31K (+2.34%) 57.49K $38.81M —
$PFE Added +25.23K (+4.07%) 645.07K $18.40M —
$HON Added +6.95K (+9.24%) 82.19K $17.34M —
$HONA Added +23.31K (+30.86%) 98.84K $15.32M —
$LLY Added +318 (+7.15%) 4.77K $5.51M —
$INTC Added +3.95K (+15.37%) 29.65K $3.56M —
$AVGO Added +3.01K (+45.75%) 9.58K $3.36M —
$JGRO Added +6.76K (+25.90%) 32.86K $3.17M —
$META Added +502 (+15.77%) 3.69K $2.67M —
$GPIQ Added +14.61K (+54.92%) 41.22K $2.39M —
$WMT Added +1.96K (+10.51%) 20.56K $2.14M —
$NFLX Added +11.51K (+102.90%) 22.70K $1.58M —
$ACN Added +3.96K (+99.22%) 7.96K $1.46M Read
$GSGO Added +9K (+42.35%) 30.25K $1.38M —
$NLR Added +2K (+20%) 12K $1.24M —
$NLR Added +2K (+20%) 12K $1.24M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -6.86K (-1.21%) 559.35K $127.74M —
$GOOG Reduced -1.80K (-1.55%) 114.46K $39M —
$QQQ Reduced -1.39K (-5.03%) 26.16K $19.35M —
$DHR Reduced -4.42K (-5.02%) 83.56K $18.51M —
$QCOM Reduced -10.52K (-9.65%) 98.47K $18.12M —
$HD Reduced -1.43K (-4.76%) 28.59K $8.13M —
$DIS Reduced -13.28K (-20.62%) 51.10K $5.36M —
$JTEK Reduced -10.57K (-17.70%) 49.17K $5.17M —
$ORCL Reduced -17.99K (-36.86%) 30.81K $4.23M —
$PEP Reduced -2.13K (-8.68%) 22.42K $2.84M —
$TSM Reduced -1.40K (-19.02%) 5.96K $2.72M —
$TSLA Reduced -1.43K (-17.23%) 6.88K $2.44M —
$MCD Reduced -1.09K (-10.68%) 9.13K $2.11M —
$LOW Reduced -3.13K (-21.51%) 11.44K $2.11M —
$AXP Reduced -700 (-10.90%) 5.72K $1.74M —
$NXPI Reduced -5.58K (-58.94%) 3.88K $922.33K —
$CIEN Reduced -1.30K (-65.82%) 675 $237.48K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$RSPN Sold out -4.25K — — —
$OKLO Sold out -13K — — —
$SMR Sold out -24.67K — — —
$NNE Sold out -61.03K — — —
$GSST Sold out -4.50K — — —
$GEV Sold out -180 — — —
$GE Sold out -611 — — —
$CDNS Sold out -2.55K — — —

All tracked 13F moves by Private Wealth Partners

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$HD Reduced -1.43K (-4.76%) 28.59K $8.13M —
$QCOM Reduced -10.52K (-9.65%) 98.47K $18.12M —
$PEP Reduced -2.13K (-8.68%) 22.42K $2.84M —
$NVDA Reduced -6.86K (-1.21%) 559.35K $127.74M —
$QQQ Reduced -1.39K (-5.03%) 26.16K $19.35M —
$DHR Reduced -4.42K (-5.02%) 83.56K $18.51M —
$GOOG Reduced -1.80K (-1.55%) 114.46K $39M —
$VIG New +906 906 $211.38K —
$SPCX New +14.08K 14.08K $2.12M —
$NOW New +1.87K 1.87K $251.13K —
$PYPL New +3.90K 3.90K $204.87K —
$PLTR New +1.20K 1.20K $224.83K —
$NTRA New +750 750 $309.98K —
$DASH New +3.05K 3.05K $559.83K —
$DIS Reduced -13.28K (-20.62%) 51.10K $5.36M —
$TSLA Reduced -1.43K (-17.23%) 6.88K $2.44M —
$TSM Reduced -1.40K (-19.02%) 5.96K $2.72M —
$RSPN Sold out -4.25K — — —
$ORCL Reduced -17.99K (-36.86%) 30.81K $4.23M —
$OKLO Sold out -13K — — —
$NXPI Reduced -5.58K (-58.94%) 3.88K $922.33K —
$SMR Sold out -24.67K — — —
$NNE Sold out -61.03K — — —
$MCD Reduced -1.09K (-10.68%) 9.13K $2.11M —
$LOW Reduced -3.13K (-21.51%) 11.44K $2.11M —
$JTEK Reduced -10.57K (-17.70%) 49.17K $5.17M —
$GSST Sold out -4.50K — — —
$GEV Sold out -180 — — —
$GE Sold out -611 — — —
$CIEN Reduced -1.30K (-65.82%) 675 $237.48K —
$CDNS Sold out -2.55K — — —
$AXP Reduced -700 (-10.90%) 5.72K $1.74M —
$WMT Added +1.96K (+10.51%) 20.56K $2.14M —
$NLR Added +2K (+20%) 12K $1.24M —
$TMO Added +1.31K (+2.34%) 57.49K $38.81M —
$PFE Added +25.23K (+4.07%) 645.07K $18.40M —
$NLR Added +2K (+20%) 12K $1.24M —
$NFLX Added +11.51K (+102.90%) 22.70K $1.58M —
$META Added +502 (+15.77%) 3.69K $2.67M —
$JGRO Added +6.76K (+25.90%) 32.86K $3.17M —
$INTC Added +3.95K (+15.37%) 29.65K $3.56M —
$HON Added +6.95K (+9.24%) 82.19K $17.34M —
$HONA Added +23.31K (+30.86%) 98.84K $15.32M —
$GSGO Added +9K (+42.35%) 30.25K $1.38M —
$GPIQ Added +14.61K (+54.92%) 41.22K $2.39M —
$LLY Added +318 (+7.15%) 4.77K $5.51M —
$AVGO Added +3.01K (+45.75%) 9.58K $3.36M —
$BRK.B Added +3.45K (+2.99%) 118.65K $59.08M —
$ACN Added +3.96K (+99.22%) 7.96K $1.46M Read

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Private Wealth Partners holds or traded

Frequently asked questions

What did Private Wealth Partners buy and sell in its latest 13F?

It opened or added to $BRK.B, $TMO, $PFE, $HON and $HONA; it cut or exited $NVDA, $GOOG, $QQQ, $DHR and $QCOM.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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