Obermeyer Wealth Partners’s Piper Sandler PIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$425K	Hold	5,876	–	–	0.02%	190
2026 Q1	$450K	Hold	5,876	–	–	0.02%	185
2025 Q4	$499K	Hold	5,876	–	–	0.02%	171
2025 Q3	$510K	Hold	5,876	–	–	0.02%	167
2025 Q2	$408K	Hold	5,876	–	–	0.02%	181
2025 Q1	$364K	Hold	5,876	–	–	0.02%	180
2024 Q4	$441K	Hold	5,876	–	–	0.02%	166
2024 Q3	$417K	Hold	5,876	–	–	0.02%	173
2024 Q2	$338K	Hold	5,876	–	–	0.02%	183
2024 Q1	$292K	Hold	5,876	–	–	0.02%	195
2023 Q4	$257K	Hold	5,876	–	–	0.02%	186
2023 Q3	$213K	Buy	+5,876	New	+$212K	0.02%	200
2023 Q2	–	Sell	-5,876	Closed	-$204K	–	224
2023 Q1	$204K	Buy	+5,876	New	+$209K	0.02%	205
2022 Q1	–	Sell	-5,876	Closed	-$262K	–	243
2021 Q4	$262K	Hold	5,876	–	–	0.01%	190
2021 Q3	$203K	Buy	+5,876	New	+$197K	0.01%	207

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Obermeyer Wealth Partners's PIPR Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Piper Sandler (PIPR) position steady in Q2 2026 at 5,876 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #190.

Obermeyer Wealth Partners first reported a position in PIPR in Q3 2021 and has held it in 15 quarters since. The position peaked at $510K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Obermeyer Wealth Partners held 5,876 shares of Piper Sandler worth $425K as of Q2 2026.
Obermeyer Wealth Partners left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #190 holding.
Obermeyer Wealth Partners first reported a position in Piper Sandler in Q3 2021 and has held it in 15 quarters since.
Obermeyer Wealth Partners's Piper Sandler position peaked at $510K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.