Obermeyer Wealth Partners’s Green Brick Partners GRBK Stock Holding History

Obermeyer Wealth Partners’s Portfolio GRBK Stock Details GRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450K	Hold	6,975	–	–	0.02%	186
2025 Q4	$437K	Hold	6,975	–	–	0.02%	188
2025 Q3	$515K	Hold	6,975	–	–	0.02%	163
2025 Q2	$439K	Hold	6,975	–	–	0.02%	171
2025 Q1	$407K	Hold	6,975	–	–	0.02%	172
2024 Q4	$394K	Hold	6,975	–	–	0.02%	177
2024 Q3	$583K	Hold	6,975	–	–	0.03%	139
2024 Q2	$399K	Hold	6,975	–	–	0.02%	169
2024 Q1	$420K	Hold	6,975	–	–	0.02%	156
2023 Q4	$362K	Hold	6,975	–	–	0.02%	149
2023 Q3	$290K	Hold	6,975	–	–	0.02%	163
2023 Q2	$396K	Hold	6,975	–	–	0.03%	136
2023 Q1	$245K	Buy	+6,975	New	+$216K	0.02%	185

Other funds holding GRBK

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Obermeyer Wealth Partners's GRBK Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Green Brick Partners (GRBK) position steady in Q1 2026 at 6,975 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #186.

Obermeyer Wealth Partners first reported a position in GRBK in Q1 2023 and has held it in 13 quarters since. The position peaked at $583K in Q3 2024. 313 funds tracked by Wall St. Rank hold GRBK as of Q1 2026.

Obermeyer Wealth Partners held 6,975 shares of Green Brick Partners worth $450K as of Q1 2026.
Obermeyer Wealth Partners left its Green Brick Partners share count unchanged in Q1 2026.
Green Brick Partners made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #186 holding.
Obermeyer Wealth Partners first reported a position in Green Brick Partners in Q1 2023 and has held it in 13 quarters since.
Obermeyer Wealth Partners's Green Brick Partners position peaked at $583K in Q3 2024.
313 funds tracked by Wall St. Rank held Green Brick Partners as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.