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O'Brien Wealth Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

O'Brien Wealth Partners’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$61.2M Sell
893,720
-12,417
-1% -$849K 8.09% 3
2025
Q3 		$61.8M Sell
906,137
-14,383
-2% -$931K 8.37% 3
2025
Q2 		$57.6M Sell
920,520
-4,588
-0.5% -$267K 9.04% 3
2025
Q1 		$52.5M Sell
925,108
-38,653
-4% -$2.32M 9.78% 4
2024
Q4 		$57.9M Buy
963,761
+132,829
+16% +$7.83M 10.43% 3
2024
Q3 		$47.4M Buy
830,932
+474,173
+133% +$26M 9.29% 4
2024
Q2 		$19.4M Buy
356,759
+5,232
+1% +$269K 4.35% 8
2024
Q1 		$18.1M Buy
+351,527
New +$17.4M 4.18% 7

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

O'Brien Wealth Partners's USMC Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.4% in Q4 2025, selling an estimated $849K and leaving 893,720 shares worth $61.2M. The position accounts for 8.09% of the portfolio, ranked #3.

O'Brien Wealth Partners first reported a position in USMC in Q1 2024 and has held it in 8 quarters since. The position peaked at $61.8M in Q3 2025. 89 funds tracked by Wall St. Rank hold USMC as of Q4 2025.

  • O'Brien Wealth Partners held 893,720 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $61.2M as of Q4 2025.
  • O'Brien Wealth Partners sold 12,417 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2025, an estimated $849K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 8.09% of O'Brien Wealth Partners's portfolio in Q4 2025, its #3 holding.
  • O'Brien Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • O'Brien Wealth Partners's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $61.8M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.