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Obermeyer Wealth Partners’s PAVmed PAVM Stock Holding History

Obermeyer Wealth Partners’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-717
Closed -$9.27K – 307
2025
Q3 		$9.27K Hold
717
– – ﹤0.01% 295
2025
Q2 		$12.9K Hold
717
– – ﹤0.01% 278
2025
Q1 		$15.5K Hold
717
– – ﹤0.01% 261
2024
Q4 		$13.5K Hold
717
– – ﹤0.01% 258
2024
Q3 		$26.4K Buy
+717
New +$22K ﹤0.01% 259

Other funds holding PAVM

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Obermeyer Wealth Partners's PAVM Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of PAVmed (PAVM) in Q4 2025, closing a stake of 717 shares — an estimated $9.27K sold.

Obermeyer Wealth Partners first reported a position in PAVM in Q3 2024 and held it in 5 quarters. The position peaked at $26.4K in Q3 2024. 28 funds tracked by Wall St. Rank hold PAVM as of Q4 2025.

  • Obermeyer Wealth Partners reported no remaining PAVmed position as of Q4 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 717 PAVmed shares in Q4 2025, an estimated $9.27K.
  • Obermeyer Wealth Partners first reported a position in PAVmed in Q3 2024 and held it in 5 quarters.
  • Obermeyer Wealth Partners's PAVmed position peaked at $26.4K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held PAVmed as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.