PMG Family Office LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,064 shares of the iPhone maker's stock, valued at approximately $780,000. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently modified their holdings of the...
PMG Family Office LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,064 shares of the iPhone maker's stock, valued at approximately $780,000. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently modified their holdings of the company. Isthmus Partners LLC lifted its holdings in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC increased its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management bought a new stake in Apple during the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC lifted its stake in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock. Analyst Ratings Changes A number of equities analysts recently weighed in on AAPL shares. Monness Crespi & Hardt raised their price objective on Apple from $300.00 to $315.00 and gave the company a "buy" rating in a report on Friday, January 30th. Maxim Group raised Apple from a "hold" rating to a "buy" rating and set a $300.00 target price for the company in a research note on Friday, January ...
Harbour Investment Management LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 14.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,213 shares of the iPhone maker's stock after selling 7,388 shares during the quarter. Apple comprises 5.0% of Harbour Investment Management LLC's portfolio, making the stock its 3rd larges...
Harbour Investment Management LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 14.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,213 shares of the iPhone maker's stock after selling 7,388 shares during the quarter. Apple comprises 5.0% of Harbour Investment Management LLC's portfolio, making the stock its 3rd largest position. Harbour Investment Management LLC's holdings in Apple were worth $11,513,000 as of its most recent filing with the SEC. Get Apple alerts: Sign Up Other large investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in Apple during the second quarter worth about $38,942,255,000. Nuveen LLC purchased a new position in Apple in the first quarter valued at about $17,472,482,000. PKS Advisory Services LLC boosted its position in shares of Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after buying an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC grew its stake in shares of Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after buying an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp raised its holdings in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock. Wall Street Analyst Weigh In Several equities analysts recently commented on the company. UBS Group reissued a "neutral" rating on shares of Apple in a research report on Wednesday, March 4th. TD Cowen restated a "buy" rating and issued a $325.00 target price on shares of Apple in a rese...
Mirova raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,188 shares of the software giant's stock after purchasing an additional 8,858 shares during the period. Microsoft accounts for about 6.4% of Mirova's holdings, making the...
Mirova raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,188 shares of the software giant's stock after purchasing an additional 8,858 shares during the period. Microsoft accounts for about 6.4% of Mirova's holdings, making the stock its 2nd largest holding. Mirova's holdings in Microsoft were worth $45,159,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up A number of other large investors have also recently made changes to their positions in the business. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd purchased a new stake in shares of Microsoft in the 3rd quarter worth about $38,000. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter valued at about $44,000. Sellwood Investment Partners LLC purchased a new position in shares of Microsoft during the third quarter valued at about $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the second quarter worth about $50,000. 71.13% of the stock is currently owned by institutional investors. Analysts Set New Price Targets MSFT has been the subject of several research reports. Melius Research set a $430.00 target price on Microsoft in a research report on Monday, February 9th. William Blair restated an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Wolfe Research reduced their price target on Microsoft from $625.00 to $530.00 and set an "outperform" rating on the stock in a research note on Thursday, January 29th. Bank of America lowered their price objective on Microsoft ...
Peterson Wealth Management trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 27.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 52,312 shares of the computer hardware maker's stock after selling 19,952 shares during the period. NVIDIA comprises 6.8% of Pet...
Peterson Wealth Management trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 27.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 52,312 shares of the computer hardware maker's stock after selling 19,952 shares during the period. NVIDIA comprises 6.8% of Peterson Wealth Management's investment portfolio, making the stock its 4th largest position. Peterson Wealth Management's holdings in NVIDIA were worth $9,760,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up Other hedge funds also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new position in NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new stake in NVIDIA during the second quarter valued at about $40,000. Sellwood Investment Partners LLC purchased a new stake in NVIDIA during the third quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA during the second quarter valued at about $54,000. Institutional investors own 65.27% of the company's stock. Insider Buying and Selling In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with ...
Narus Financial Partners LLC reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 43.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,532 shares of the iPhone maker's stock after selling 8,067 shares during the period. Apple makes up 2.9% of Narus Financial Partners LLC's portfolio, mak...
Narus Financial Partners LLC reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 43.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,532 shares of the iPhone maker's stock after selling 8,067 shares during the period. Apple makes up 2.9% of Narus Financial Partners LLC's portfolio, making the stock its 5th biggest position. Narus Financial Partners LLC's holdings in Apple were worth $2,682,000 as of its most recent filing with the Securities and Exchange Commission. Get Apple alerts: Sign Up Other institutional investors have also recently made changes to their positions in the company. Monarch Capital Management Inc. grew its stake in shares of Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock worth $13,740,000 after acquiring an additional 2,920 shares during the period. Riverwater Partners LLC lifted its holdings in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock valued at $1,109,000 after buying an additional 819 shares during the period. Highland Capital Management LLC boosted its stake in shares of Apple by 2.2% in the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after buying an additional 8,446 shares during the last quarter. Citizens Financial Group Inc. RI grew its holdings in shares of Apple by 48.4% in the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock worth $363,256,000 after acquiring an additional 465,393 shares during the period. Finally, Tufton Capital Management grew its holdings in shares of Apple by 4.3% in the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker's stock worth $25,496,000 after acquiring an additional 4,157 shares during ...
Peterson Wealth Management lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,443 shares of the software giant's stock after selling 3,178 shares during the period. Microsoft makes up 3.4% of Peterson Wealth M...
Peterson Wealth Management lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,443 shares of the software giant's stock after selling 3,178 shares during the period. Microsoft makes up 3.4% of Peterson Wealth Management's holdings, making the stock its 11th biggest position. Peterson Wealth Management's holdings in Microsoft were worth $4,891,000 as of its most recent SEC filing. Get Microsoft alerts: Sign Up Several other hedge funds also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in shares of Microsoft in the second quarter worth about $50,493,678,000. Nuveen LLC purchased a new position in Microsoft during the first quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Microsoft by 500.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the period. Finally, Vanguard Group Inc. lifted its holdings in Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors. Insider Transactions at Microsoft In other Microsoft news, Director John W. Stanton purchased 5,000 shares o...
Narus Financial Partners LLC reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 59.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,484 shares of the computer hardware maker's stock after selling 24,040 shares during the quarter. NVIDIA accounts for approximately...
Narus Financial Partners LLC reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 59.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,484 shares of the computer hardware maker's stock after selling 24,040 shares during the quarter. NVIDIA accounts for approximately 3.3% of Narus Financial Partners LLC's investment portfolio, making the stock its 3rd biggest holding. Narus Financial Partners LLC's holdings in NVIDIA were worth $3,076,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Joule Financial LLC increased its position in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after buying an additional 50 shares during the last quarter. Vision Financial Markets LLC lifted its holdings in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after purchasing an additional 53 shares during the last quarter. Websterrogers Financial Advisors LLC boosted its position in NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after purchasing an additional 54 shares during the period. IMG Wealth Management Inc. raised its position in shares of NVIDIA by 1.4% in the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after purchasing an additional 54 shares during the period. Finally, Cyr Financial Inc. lifted its stake in shares of NVIDIA by 0.7% during the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock wort...
Key Points David B. Walker acquired 35,000 shares on March 13, 2026, at around $5.20 per share, representing a transaction value of ~$182,000. This transaction initiated a new direct holding; post-transaction, direct ownership stands at 35,000 shares, with no indirect holdings reported. 10 stocks we like better than Dauch › David B. Walker, a Board Director at Dauch Corporation (NYSE:DCH), reporte...
Key Points David B. Walker acquired 35,000 shares on March 13, 2026, at around $5.20 per share, representing a transaction value of ~$182,000. This transaction initiated a new direct holding; post-transaction, direct ownership stands at 35,000 shares, with no indirect holdings reported. 10 stocks we like better than Dauch › David B. Walker, a Board Director at Dauch Corporation (NYSE:DCH), reported an open-market purchase of 35,000 shares for a total consideration of ~$182,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares traded 35,000 Transaction value $182,000 Post-transaction shares (direct) 35,000 Post-transaction value (direct ownership) $181,300 Transaction value based on SEC Form 4 reported price ($5.20); post-transaction value based on March 13, 2026 market close ($181,300). Key questions How does this transaction affect insider ownership at Dauch Corporation? This filing marks the establishment of a new direct holding for Walker David B, who now owns 35,000 shares directly, translating to an ownership stake of approximately 0.03% as of the latest available data. This filing marks the establishment of a new direct holding for Walker David B, who now owns 35,000 shares directly, translating to an ownership stake of approximately 0.03% as of the latest available data. Was the purchase conducted through any derivative mechanisms or indirect entities? No derivative securities or indirect entities were involved; all shares were acquired directly via open-market transactions. Company overview Metric Value Price $5.35 Market capitalization $1.26 billion Revenue (TTM) $5.84 billion 1-year price change 16.05% *Price and 1-year price change calculated using March 21, 2026 as the reference date. Company snapshot Dauch Corporation is a global auto parts supplier that designs and manufactures driveline and metal forming technologies. Supplies it manufactures include axles, driveshafts, differential assemblies, and safety-critical components f...
Wall Street analysts continue to have some huge price targets on leading artificial intelligence (AI) stocks. Let's look at two AI stocks that have huge potential if these analysts are right. 1. Nvidia Raymond James analyst Simon Leopold recently raised his price target on Nvidia (NVDA 3.17%) to $323, which would be more than 80% upside, as of this writing. Leopold sees inference as being a cataly...
Wall Street analysts continue to have some huge price targets on leading artificial intelligence (AI) stocks. Let's look at two AI stocks that have huge potential if these analysts are right. 1. Nvidia Raymond James analyst Simon Leopold recently raised his price target on Nvidia (NVDA 3.17%) to $323, which would be more than 80% upside, as of this writing. Leopold sees inference as being a catalyst for the stock, and with the additions of Groq LPX and Vera Rubin Ultra, he believes the company could hit $1.3 trillion in data center revenue in fiscal 2027. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.17 %) $ -5.66 Current Price $ 172.90 Key Data Points Market Cap $4.2T Day's Range $ 171.73 - $ 178.11 52wk Range $ 86.62 - $ 212.19 Volume 6.5M Avg Vol 174M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia's licensing of Groq's technology and acquisition of the bulk of its employees could be one of the smartest moves the company has made. Nvidia already has a dominant position in large language model (LLM) training that is protected by its highly ingrained CUDA software platform. By incorporating Groq's language processing units, which are designed for inference, into its platform, the company has strengthened its overall ecosystem. Not to be overlooked is Nvidia's acquisition of SchedMD, which has helped it introduce its new NemoClaw agentic AI platform. Nvidia is becoming much more than a chipmaker, transitioning into an AI systems architect whose platform is designed for the age of inference and AI agents. With the stock trading at a forward P/E of 16 times based on fiscal 2028 estimates and potential upside to those numbers, that $323 target may not be too far-fetched. 2. Micron Technology Another stock that recently got a price target boost is Micron Technology (MU 4.81%), with Barclays analyst Tom O'Malley taking his target to $675, which is more than 50% upside, as of this writing. O'Malley was impressed by Micron's recent quarterly earnings results while noti...
Key Points Nvidia is much more than a chipmaker today. Micron has huge upside if it can reduce the cyclical nature of its business. 10 stocks we like better than Nvidia › Wall Street analysts continue to have some huge price targets on leading artificial intelligence (AI) stocks. Let's look at two AI stocks that have huge potential if these analysts are right. Will AI create the world's first tril...
Key Points Nvidia is much more than a chipmaker today. Micron has huge upside if it can reduce the cyclical nature of its business. 10 stocks we like better than Nvidia › Wall Street analysts continue to have some huge price targets on leading artificial intelligence (AI) stocks. Let's look at two AI stocks that have huge potential if these analysts are right. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Nvidia Raymond James analyst Simon Leopold recently raised his price target on Nvidia (NASDAQ: NVDA) to $323, which would be more than 80% upside, as of this writing. Leopold sees inference as being a catalyst for the stock, and with the additions of Groq LPX and Vera Rubin Ultra, he believes the company could hit $1.3 trillion in data center revenue in fiscal 2027. Nvidia's licensing of Groq's technology and acquisition of the bulk of its employees could be one of the smartest moves the company has made. Nvidia already has a dominant position in large language model (LLM) training that is protected by its highly ingrained CUDA software platform. By incorporating Groq's language processing units, which are designed for inference, into its platform, the company has strengthened its overall ecosystem. Not to be overlooked is Nvidia's acquisition of SchedMD, which has helped it introduce its new NemoClaw agentic AI platform. Nvidia is becoming much more than a chipmaker, transitioning into an AI systems architect whose platform is designed for the age of inference and AI agents. With the stock trading at a forward P/E of 16 times based on fiscal 2028 estimates and potential upside to those numbers, that $323 target may not be too far-fetched. 2. Micron Technology Another stock that recently got a price target boost is Micron Technology (NASDAQ: MU), with Barclays analyst Tom O'Malley taking his...
Legacy Wealth Management LLC MS boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,653 shares of the iPhone maker's stock after purchasing an additional 9,429 shares during the period. Apple comprises 8.0% of Legacy Wealth Management LL...
Legacy Wealth Management LLC MS boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,653 shares of the iPhone maker's stock after purchasing an additional 9,429 shares during the period. Apple comprises 8.0% of Legacy Wealth Management LLC MS's investment portfolio, making the stock its 3rd biggest position. Legacy Wealth Management LLC MS's holdings in Apple were worth $29,810,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Reyes Financial Architecture Inc. raised its stake in shares of Apple by 0.4% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock worth $2,520,000 after buying an additional 37 shares during the last quarter. American Alpha Advisors LLC increased its holdings in Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock valued at $293,000 after acquiring an additional 41 shares in the last quarter. Capstone Wealth Management LLC raised its position in Apple by 0.5% during the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock worth $2,174,000 after acquiring an additional 42 shares during the last quarter. Seven Springs Wealth Group LLC lifted its holdings in shares of Apple by 0.3% in the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock valued at $3,934,000 after purchasing an additional 42 shares in the last quarter. Finally, Avant Capital LLC lifted its holdings in shares of Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock valued at $1,226,000 after purchasing an additional 43 shares in the last quarter. 67.73% of t...
Legacy Wealth Management LLC MS increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 13.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 364,843 shares of the computer hardware maker's stock after acquiring an additional 44,407 shares during the period. NVIDIA comprises 18.2% of Legacy Wealth Management LLC MS's portfolio, ...
Legacy Wealth Management LLC MS increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 13.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 364,843 shares of the computer hardware maker's stock after acquiring an additional 44,407 shares during the period. NVIDIA comprises 18.2% of Legacy Wealth Management LLC MS's portfolio, making the stock its biggest position. Legacy Wealth Management LLC MS's holdings in NVIDIA were worth $68,043,000 as of its most recent SEC filing. Other large investors also recently bought and sold shares of the company. Center for Financial Planning Inc. boosted its holdings in shares of NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock valued at $1,332,000 after purchasing an additional 367 shares during the period. Atria Investments Inc increased its holdings in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock worth $148,859,000 after purchasing an additional 29,479 shares during the period. Svenska Handelsbanken AB publ purchased a new position in NVIDIA during the 3rd quarter worth $37,316,000. Oak Ridge Investments LLC raised its position in NVIDIA by 2.2% during the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock valued at $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Circle Wealth Management LLC raised its position in NVIDIA by 16.1% during the 3rd quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker's stock valued at $20,111,000 after purchasing an additional 14,936 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Insider Buying and Selling at NVIDIA In other news, EVP Ajay K. Puri sold ...
Jacobs & Co. CA lessened its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 240,735 shares of the iPhone maker's stock after selling 9,457 shares during the quarter. Apple makes up 6.2% of Jacobs & Co. CA's holdings, making the stock its largest holding. Jacobs & Co. CA...
Jacobs & Co. CA lessened its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 240,735 shares of the iPhone maker's stock after selling 9,457 shares during the quarter. Apple makes up 6.2% of Jacobs & Co. CA's holdings, making the stock its largest holding. Jacobs & Co. CA's holdings in Apple were worth $65,446,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also made changes to their positions in AAPL. Isthmus Partners LLC grew its stake in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC grew its stake in Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors. Get Apple alerts: Sign Up Key Headlines Impacting Apple Here are the key news stories impacting Apple this week: Apple Stock Down 0.4% Shares of NASDAQ AAPL opened at $247.99 on Friday. The company has a current ratio of 0.97, a quick ra...
Legacy Wealth Management LLC MS lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,172 shares of the software giant's stock after acquiring an additional 5,766 shares during the period. Microsoft makes up 6.7% of Legacy Wealt...
Legacy Wealth Management LLC MS lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,172 shares of the software giant's stock after acquiring an additional 5,766 shares during the period. Microsoft makes up 6.7% of Legacy Wealth Management LLC MS's portfolio, making the stock its 4th largest holding. Legacy Wealth Management LLC MS's holdings in Microsoft were worth $25,232,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares in the last quarter. Institutional investors own ...
Miller Global Investments LLC bought a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,553 shares of the computer hardware maker's stock, valued at approximately $663,000. Several other hedge funds have also recent...
Miller Global Investments LLC bought a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,553 shares of the computer hardware maker's stock, valued at approximately $663,000. Several other hedge funds have also recently added to or reduced their stakes in NVDA. Brighton Jones LLC raised its stake in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after buying an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its holdings in NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after acquiring an additional 22,929 shares during the period. Highview Capital Management LLC DE raised its position in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after acquiring an additional 3,653 shares in the last quarter. Hudson Value Partners LLC lifted its stake in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. boosted its position in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after purchasing an additional 896 shares in the last quarter. Institutional investors own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up NVIDIA Stock Down 3.2% Shares of NASDAQ:NVDA opened at $172.76 on Friday. The business's 50 day moving average is $184.60 and its 200 day moving avera...
Holos Integrated Wealth LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,032 shares of the computer hardware maker's stock, valued at approximately $761,000. Several other institutional investors have also recently added to o...
Holos Integrated Wealth LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,032 shares of the computer hardware maker's stock, valued at approximately $761,000. Several other institutional investors have also recently added to or reduced their stakes in NVDA. Winnow Wealth LLC acquired a new stake in shares of NVIDIA in the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC raised its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the second quarter worth approximately $40,000. Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA in the 3rd quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA during the 2nd quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up NVIDIA Price Performance NVDA opened at $172.76 on Friday. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The company has a fifty day simple moving average of $184.60 and a 200 day simple moving average of $184.20. The firm has a market cap of $4.20 trillion, a price-to-earnings ratio of 35.26, a PEG ratio of 0.58 and a beta of 2.33. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating the consensus estimate of $1.54 by $0.08. N...
Park Avenue Securities LLC cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 10.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 88,300 shares of the social networking company's stock after selling 10,090 shares during the quarter. Park Avenue Securities LLC's holdings in Meta Platforms were ...
Park Avenue Securities LLC cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 10.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 88,300 shares of the social networking company's stock after selling 10,090 shares during the quarter. Park Avenue Securities LLC's holdings in Meta Platforms were worth $58,286,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors have also added to or reduced their stakes in the stock. Trust Co of the South grew its stake in shares of Meta Platforms by 0.8% during the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock worth $1,359,000 after buying an additional 14 shares during the last quarter. Sentinel Pension Advisors LLC boosted its stake in shares of Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after purchasing an additional 14 shares in the last quarter. Alpine Bank Wealth Management grew its holdings in shares of Meta Platforms by 0.3% during the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock worth $3,159,000 after purchasing an additional 14 shares during the last quarter. Valued Wealth Advisors LLC increased its stake in shares of Meta Platforms by 3.2% in the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock valued at $334,000 after buying an additional 14 shares during the period. Finally, Vista Capital Partners Inc. increased its position in Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock valued at $794,000 after acquiring an additional 14 shares during the period. 79.91% of the stock is currently ow...
Many digitally enabled businesses saw their share prices skyrocket during the days of the COVID-19 pandemic thanks to strong growth trends. However, these gains didn't last. And now, investors must assess whether these companies are deserving of their capital. One such business is starting to register soaring market sentiment. It's up 51% in the past two years (as of March 18). Is it the best tech...
Many digitally enabled businesses saw their share prices skyrocket during the days of the COVID-19 pandemic thanks to strong growth trends. However, these gains didn't last. And now, investors must assess whether these companies are deserving of their capital. One such business is starting to register soaring market sentiment. It's up 51% in the past two years (as of March 18). Is it the best tech stock to buy right now? Free cash flow growth is a key development to watch The rise of popular streaming services, most notably Netflix, Walt Disney's Disney+ and Hulu, Amazon Prime Video, and Alphabet's YouTube, allowed consumers to unbundle and step away from expensive and user-unfriendly cable TV subscriptions. There might be too many streaming services on the market now. Research from The Motley Fool reveals that 62% of streaming customers think there are too many choices, up from 53% three years before. This plays directly to Roku's (ROKU 2.62%) benefit. Its platform aggregates these streaming services in one place, making it easier for viewers to find their favorite shows, movies, or sporting events to watch. Consequently, Roku has positioned itself to avoid the costly battle between content companies. It wins as streaming continues to take over. While growth has slowed compared to earlier in the decade, the business is still putting up impressive gains. Revenue increased 15% year over year in 2025. Streaming hours also jumped 15%. And Roku expects to reach 100 million households this year. Free cash flow (FCF) might be the most important metric investors should watch. After producing $484 million in free cash flow last year, management believes this figure will total more than $1 billion in 2028. That translates to a fantastic 27% annualized gain. Expand NASDAQ : ROKU Roku Today's Change ( -2.62 %) $ -2.51 Current Price $ 93.35 Key Data Points Market Cap $14B Day's Range $ 91.68 - $ 96.03 52wk Range $ 52.43 - $ 116.66 Volume 100K Avg Vol 3.4M Gross Margin 43.79 % A...
Key Points When it comes to the streaming experience, consumers value simplicity and ease of use, which highlights this company's value proposition. Free cash flow is expected to more than double in the next three years for this business, according to management’s forecast. This tech stock’s current valuation could reflect the market’s concerns about competition. These 10 stocks could mint the nex...
Key Points When it comes to the streaming experience, consumers value simplicity and ease of use, which highlights this company's value proposition. Free cash flow is expected to more than double in the next three years for this business, according to management’s forecast. This tech stock’s current valuation could reflect the market’s concerns about competition. These 10 stocks could mint the next wave of millionaires › Many digitally enabled businesses saw their share prices skyrocket during the days of the COVID-19 pandemic thanks to strong growth trends. However, these gains didn't last. And now, investors must assess whether these companies are deserving of their capital. One such business is starting to register soaring market sentiment. It's up 51% in the past two years (as of March 18). Is it the best tech stock to buy right now? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Free cash flow growth is a key development to watch The rise of popular streaming services, most notably Netflix, Walt Disney's Disney+ and Hulu, Amazon Prime Video, and Alphabet's YouTube, allowed consumers to unbundle and step away from expensive and user-unfriendly cable TV subscriptions. There might be too many streaming services on the market now. Research from The Motley Fool reveals that 62% of streaming customers think there are too many choices, up from 53% three years before. This plays directly to Roku's (NASDAQ: ROKU) benefit. Its platform aggregates these streaming services in one place, making it easier for viewers to find their favorite shows, movies, or sporting events to watch. Consequently, Roku has positioned itself to avoid the costly battle between content companies. It wins as streaming continues to take over. While growth has slowed compared to earlier in the decade, the business is still putti...
Key Points It’s not uncommon for retirees to spend their golden years in a country that better matches what they’re looking for. For the first time since the Great Depression, more people are leaving the U.S. than entering. Before you go, though, make sure the country you’re moving to makes collecting Social Security benefits possible. The $23,760 Social Security bonus most retirees completely ove...
Key Points It’s not uncommon for retirees to spend their golden years in a country that better matches what they’re looking for. For the first time since the Great Depression, more people are leaving the U.S. than entering. Before you go, though, make sure the country you’re moving to makes collecting Social Security benefits possible. The $23,760 Social Security bonus most retirees completely overlook › If you're considering a move abroad, you're certainly not alone. For the first time in 90 years, the U.S. experienced negative net migration in 2025 -- and it's a trend expected to continue. In other words, more people left the U.S. last year than settled here, including American citizens. The last time this happened was in 1935, at the height of the Great Depression, when more than 100,000 Americans emigrated to other countries in search of work. Today, the reason people are leaving is not quite so straightforward. While some are leaving for political reasons, others simply want to experience something different. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » If you're retired and considering moving outside the U.S., it's natural to wonder if doing so will impact your Social Security benefits. The answer is, it depends on where you're moving. Here are three things you should know about relocating abroad while receiving Social Security benefits. You will likely remain eligible for benefits If, as you planned for retirement, you factored in Social Security benefits, you'll be glad to know that most U.S. citizens can continue to receive Social Security benefits while living in nearly any country. That's not true of every country, though. U.S. Social Security payments are generally prohibited in Cuba and North Korea, and restricted in Azerbaijan, Belarus, Kazakhstan, Kyrgyzstan, Moldova, Tajikistan,...
Key Points Micron reported strong financial results in the second quarter, but the driving force behind its recent success is a memory chip supply shortage, rather than a durable competitive advantage. Intel is losing market share in CPUs across personal computers and data center servers, and past execution missteps will make it difficult for the company to build a major foundry business. 10 stock...
Key Points Micron reported strong financial results in the second quarter, but the driving force behind its recent success is a memory chip supply shortage, rather than a durable competitive advantage. Intel is losing market share in CPUs across personal computers and data center servers, and past execution missteps will make it difficult for the company to build a major foundry business. 10 stocks we like better than Micron Technology › Most Wall Street analysts believe semiconductor companies Micron Technology(NASDAQ: MU) and Intel(NASDAQ: INTC) are undervalued, but some think the stocks could drop sharply in the next year. Joseph Moore at Morgan Stanley has set Micron with a bear-case target price of $240 per share. That implies 43% downside from its current share price of $423. has set Micron with a bear-case target price of $240 per share. That implies 43% downside from its current share price of $423. Kevin Cassidy at Rosenblatt Securities has set Intel with a target price of $30 per share. That implies 32% downside from its current share price of $44. The forecasts quoted above suggest Micron and Intel are worth selling at their current prices. Here's why I agree. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron Technology: 43% downside implied by Morgan Stanley's bear-case target price Micron is a semiconductor company that develops memory and storage solutions for personal computers, mobile devices, data center servers, and automotive systems. The company manufactures DRAM memory products, including high-bandwidth memory (HBM), and NAND flash memory products. Micron reported financial results that crushed estimates in the second quarter of fiscal 2026 (ended Feb. 26). Revenue increased 196% to $23.8 billion, driven by record sales in DRAM, HBM, and NAND memory products. Non-GAAP net...
More than 10 million people in Cuba have had power cut to their homes and businesses after the country's national electrical grid collapsed. The Caribbean island has been hit with several blackouts this month, as a result of a US fuel blockade that cuts off the foreign oil imports needed to keep power stations running. The Communist-run country has an ageing electricity infrastructure and chronic ...
More than 10 million people in Cuba have had power cut to their homes and businesses after the country's national electrical grid collapsed. The Caribbean island has been hit with several blackouts this month, as a result of a US fuel blockade that cuts off the foreign oil imports needed to keep power stations running. The Communist-run country has an ageing electricity infrastructure and chronic fuel shortages. The BBC's Will Grant reports from the capital Havana.
Key Points Micron reported strong financial results in the second quarter, but the driving force behind its recent success is a memory chip supply shortage, rather than a durable competitive advantage. Intel is losing market share in CPUs across personal computers and data center servers, and past execution missteps will make it difficult for the company to build a major foundry business. 10 stock...
Key Points Micron reported strong financial results in the second quarter, but the driving force behind its recent success is a memory chip supply shortage, rather than a durable competitive advantage. Intel is losing market share in CPUs across personal computers and data center servers, and past execution missteps will make it difficult for the company to build a major foundry business. 10 stocks we like better than Micron Technology › Most Wall Street analysts believe semiconductor companies Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) are undervalued, but some think the stocks could drop sharply in the next year. Joseph Moore at Morgan Stanley has set Micron with a bear-case target price of $240 per share. That implies 43% downside from its current share price of $423. Kevin Cassidy at Rosenblatt Securities has set Intel with a target price of $30 per share. That implies 32% downside from its current share price of $44. The forecasts quoted above suggest Micron and Intel are worth selling at their current prices. Here's why I agree. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A downward-trending red arrow overlaid on U.S. currency. Image source: Getty Images. Micron Technology: 43% downside implied by Morgan Stanley's bear-case target price Micron is a semiconductor company that develops memory and storage solutions for personal computers, mobile devices, data center servers, and automotive systems. The company manufactures DRAM memory products, including high-bandwidth memory (HBM), and NAND flash memory products. Micron reported financial results that crushed estimates in the second quarter of fiscal 2026 (ended Feb. 26). Revenue increased 196% to $23.8 billion, driven by record sales in DRAM, HBM, and NAND memory products. Non-GAAP net income increased 682% to $12.20 per dilu...