Focus Partners Wealth

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 2026133 names$3.5B−$232M
• Q1 2026131 names$3.6B+$575M
• Q4 2025123 names$4.1B+$2.0B
• Q3 2025112 names$3.0B+$147M
• Q2 2025105 names$2.8B+$116M
• Q1 202594 names$2.2B+$161M
• Q4 202486 names · $29K in calls, not in the total$2.3B+$595M
• Q3 202477 names$1.7B−$1.1B
• Q2 202457 names$2.8B+$1.9B
• Q1 202452 names$847M+$315M
• Q4 202334 names$457M—

Software held

• MicrosoftMSFT646,326 shares · 53.2% of their software$243M—
• IntuitINTU84,178 shares · 11.5% of their software$52.6M—
• OracleORCL223,677 shares · 5.2% of their software$23.6M—
• ServiceNowNOW32,818 shares · 5.1% of their software$23.2M—
• Automatic Data Processing, Inc.ADP87,647 shares · 4.5% of their software$20.4M—
• VeevaVEEV79,524 shares · 3.4% of their software$15.3M—
• TrimbleTRMB268,763 shares · 3.1% of their software$14.3M—
• BroadridgeBR58,303 shares · 2.6% of their software$12.0M—
• Roper Technologies, Inc.ROP15,499 shares · 1.8% of their software$8.5M—
• Paychex, Inc.PAYX52,625 shares · 1.4% of their software$6.3M—
• SalesforceCRM19,666 shares · 1.1% of their software$5.2M—
• Check PointCHKP32,302 shares · 1.1% of their software$4.9M—
• QualysQLYS24,086 shares · 1.0% of their software$4.7M—
• AdobeADBE6,017 shares · 0.8% of their software$3.6M—
• BoxBOX104,512 shares · 0.6% of their software$2.7M—
• SAPSAP14,236 shares · 0.5% of their software$2.2M—
• Fair IsaacFICO1,851 shares · 0.5% of their software$2.2M—
• DescartesDSGX22,070 shares · 0.4% of their software$1.9M—
• Palo Alto NetworksPANW6,071 shares · 0.4% of their software$1.8M—
• AkamaiAKAM12,881 shares · 0.3% of their software$1.5M—
• Fiserv, Inc.FISV9,452 shares · 0.3% of their software$1.3M—
• CadenceCDNS4,555 shares · 0.3% of their software$1.2M—
• FortinetFTNT15,150 shares · 0.2% of their software$887K—
• CrowdStrikeCRWD2,721 shares · 0.2% of their software$695K—
• ShopifySHOP6,836 shares · 0.1% of their software$533K—
• FactSetFDS1,100 shares · 0.1% of their software$525K—
• SynopsysSNPS791 shares · 0.1% of their software$407K—
• Uber Technologies, Inc.UBER5,835 shares · 0.1% of their software$359K—
• NCR Atleos CorporationNATL14,471 shares · 0.1% of their software$352K—
• VeriSign, Inc.VRSN1,105 shares · 0.0% of their software$228K—
• WorkdayWDAY821 shares · 0.0% of their software$227K—
• AutodeskADSK902 shares · 0.0% of their software$220K—
• PalantirPLTR10,049 shares · 0.0% of their software$173K—
• Telos CorporationTLS29,024 shares · 0.0% of their software$106K—