Obermeyer Wealth Partners Investment Activity in Q2 2026
This quarter, Obermeyer Wealth Partners saw significant changes across its portfolio with notable additions to funds like VXUS and VTI alongside reductions in holdings such as UNH.
As of June 30th, 2026, Obermeyer Wealth Partners' portfolio has experienced several noteworthy adjustments. The firm's total assets under management stood at approximately $2.41 billion as of this date.
Prominent Purchases This Quarter
Obermeyer Wealth Partners demonstrated significant buying activity during the second quarter, most notably increasing its stake in Vanguard STAR Fund (VXUS) by 381,894 shares. This substantial increase contributed to a portfolio percentage allocation of 4% for this fund.
The firm also boosted its position in Vanguard Index Fund (VTI) by acquiring an additional 122,190 shares. While the change percentage was positive at 20.3%, this ETF maintained its allocation of around 11%.
Furthermore, there were significant additions to other Vanguard funds and a strategic increase in Janus Detroit Small Cap Growth Fund (JAAA). The fund experienced notable growth through these purchases, reflecting the firm's confidence in certain sectors or specific investment vehicles.
Notable Sales and Reductions
Obermeyer Wealth Partners also engaged in selling activities during Q2 2026. A significant reduction occurred with iShares Core Jumbo Small-Cap ETF (QUAL), where the firm sold over 99,402 shares, resulting in a substantial decrease of -21.81%.
The portfolio saw a considerable reduction in Taiwan Semiconductor Manufacturing (TSM) holdings, with sales leading to an allocation drop from 4.96% to 3.78%. Similarly, the position in NVIDIA Corporation (NVDA) was reduced slightly.
The firm also exited or significantly scaled back positions in other holdings like Pfizer Inc. (PFE), which saw a reduction of 21,041 shares (-74.36%), and several Vanguard funds including VEA.
Other Portfolio Changes
Beyond the major shifts, there were other changes observed in Obermeyer's portfolio during this quarter. The firm increased its position in RBB FD Inc (TBIL) by acquiring 100,163 shares.
Several other holdings experienced smaller changes or adjustments, including slight increases and decreases across various sectors. The overall portfolio shows a dynamic nature with frequent buying and selling activities reported for many positions throughout the quarter.