OWP
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Obermeyer Wealth Partners’s Ferrari RACE Stock Holding History

Obermeyer Wealth Partners’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$514K Sell
1,518
-250
-14% -$87.5K 0.02% 171
2025
Q4 		$653K Buy
1,768
+1,200
+211% +$480K 0.03% 146
2025
Q3 		$276K Sell
568
-13
-2% -$6.23K 0.01% 245
2025
Q2 		$285K Buy
581
+38
+7% +$17.7K 0.01% 225
2025
Q1 		$232K Buy
543
+42
+8% +$18.9K 0.01% 236
2024
Q4 		$213K Buy
501
+16
+3% +$7.22K 0.01% 244
2024
Q3 		$228K Buy
+485
New +$217K 0.01% 236
2024
Q2 		– Sell
-485
Closed -$211K – 261
2024
Q1 		$211K Sell
485
-350
-42% -$136K 0.01% 237
2023
Q4 		$283K Hold
835
– – 0.02% 179
2023
Q3 		$247K Buy
+835
New +$259K 0.02% 181

Other funds holding RACE

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VCM
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Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return