Fideuram - Intesa Sanpaolo Private Banking S.P.A.
Net buyer this quarter
$3.33B
445
+$130M
28.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $225M | 6.77% | 0.00% | +16.3% | Q4 2025 |
 MSFT | $131M | 3.94% | 0.00% | +0.9% | Q4 2025 |
 AAPL | $110M | 3.30% | 0.00% | -9.5% | Q4 2025 |
 AMAT | $91M | 2.73% | 0.02% | -24.0% | Q4 2025 |
 AMZN | $85.6M | 2.57% | 0.00% | +3.4% | Q4 2025 |
 INTC | $71M | 2.13% | 0.01% | +448.3% | Q4 2025 |
 TXN | $64.8M | 1.94% | 0.02% | -2.1% | Q4 2025 |
 CRM | $59.5M | 1.79% | 0.05% | +65.5% | Q4 2025 |
 MRK | $53.5M | 1.61% | 0.02% | +41.8% | Q4 2025 |
 MU | $52.7M | 1.58% | 0.00% | +74.7% | Q4 2025 |
 AVGO | $51.1M | 1.53% | 0.00% | -5.6% | Q4 2025 |
 P | $51M | 1.53% | 0.19% | New | Q2 2026 |
 GOOGL | $49.3M | 1.48% | 0.00% | -24.1% | Q4 2025 |
 LLY | $45M | 1.35% | 0.00% | +5.8% | Q4 2025 |
 JPM | $39.6M | 1.19% | 0.00% | +6.4% | Q4 2025 |
 ABBV | $39.1M | 1.17% | 0.01% | -16.5% | Q4 2025 |
 BE | $36.2M | 1.09% | 0.04% | -31.4% | Q4 2025 |
| GOOG | $31.3M | 0.94% | Not reported | +5.9% | Q4 2025 |
 ADSK | $30.5M | 0.92% | 0.07% | -35.0% | Q4 2025 |
 XOM | $30.1M | 0.90% | 0.01% | 0.0% | Q4 2025 |
 ARM | $29.9M | 0.90% | 0.01% | +86.4% | Q4 2025 |
 NEE | $28.5M | 0.86% | 0.02% | +11.8% | Q4 2025 |
 BAC | $27.8M | 0.84% | 0.01% | +0.4% | Q4 2025 |
 BNY | $26.4M | 0.79% | 0.03% | +6.8% | Q4 2025 |
 FSLR | $25.1M | 0.75% | 0.10% | +27.2% | Q4 2025 |
 VRSK | $24.8M | 0.75% | 0.11% | +155.6% | Q4 2025 |
 PANW | $23.1M | 0.69% | 0.01% | -1.6% | Q4 2025 |
 META | $22.5M | 0.68% | Not reported | -11.9% | Q4 2025 |
 OKTA | $21.9M | 0.66% | Not reported | +16.7% | Q4 2025 |
 WM | $21.7M | 0.65% | 0.02% | +121.3% | Q4 2025 |
 UNH | $21.7M | 0.65% | 0.01% | -13.0% | Q4 2025 |
 AMGN | $21M | 0.63% | 0.01% | +25.4% | Q4 2025 |
 NEM | $20.7M | 0.62% | 0.02% | -17.6% | Q4 2025 |
 DNOW | $20.5M | 0.62% | 0.87% | New | Q2 2026 |
 AROC | $20.2M | 0.61% | 0.28% | +222.5% | Q1 2026 |
 NFLX | $20M | 0.60% | 0.01% | +321.2% | Q4 2025 |
 ETN | $20M | 0.60% | 0.01% | +20.6% | Q4 2025 |
 JCI | $19.7M | 0.59% | 0.02% | +15.1% | Q4 2025 |
 WBI | $19.3M | 0.58% | Not reported | -12.4% | Q1 2026 |
 VRTX | $19.2M | 0.58% | 0.02% | +10.8% | Q4 2025 |
 ADM | $19.2M | 0.58% | 0.05% | +58.2% | Q4 2025 |
 EMR | $19M | 0.57% | 0.02% | +20.6% | Q4 2025 |
 JNJ | $18.8M | 0.57% | 0.00% | -34.6% | Q4 2025 |
 GILD | $18.8M | 0.56% | 0.01% | -40.0% | Q4 2025 |
 VEEV | $18.6M | 0.56% | 0.06% | +118.5% | Q4 2025 |
 C | $18.2M | 0.55% | 0.01% | +5.9% | Q4 2025 |
 TDW | $17.7M | 0.53% | 0.53% | -6.3% | Q4 2025 |
 CSCO | $17.5M | 0.53% | 0.00% | -43.8% | Q4 2025 |
 EL | $17.2M | 0.52% | Not reported | +41.6% | Q4 2025 |
 FITB | $17.2M | 0.52% | 0.03% | +74.4% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $169M | 5.94% | 0.00% | -4.0% | Q4 2025 |
| MSFT | $129M | 4.53% | 0.00% | +11.6% | Q4 2025 |
| AAPL | $106M | 3.74% | 0.00% | +2.7% | Q4 2025 |
| AMZN | $72.4M | 2.54% | 0.00% | +3.1% | Q4 2025 |
| ADSK | $57.8M | 2.03% | 0.11% | +67.2% | Q4 2025 |
| AMAT | $56.6M | 1.99% | 0.02% | -50.1% | Q4 2025 |
| GOOGL | $52.3M | 1.84% | 0.00% | +9.0% | Q4 2025 |
 ACN | $46.2M | 1.62% | 0.04% | +379.9% | Q4 2025 |
| AVGO | $44.3M | 1.56% | 0.00% | +20.4% | Q4 2025 |
| TXN | $43.1M | 1.51% | 0.02% | +21.2% | Q4 2025 |
| CRM | $42.9M | 1.51% | 0.02% | +74.8% | Q4 2025 |
| ABBV | $40.4M | 1.42% | 0.01% | +16.4% | Q4 2025 |
| XOM | $37.3M | 1.31% | 0.01% | +23.2% | Q4 2025 |
| MRK | $35.3M | 1.24% | 0.01% | +49.1% | Q4 2025 |
| GILD | $34.5M | 1.21% | 0.02% | -40.2% | Q4 2025 |
| JPM | $33.4M | 1.17% | 0.00% | +8.9% | Q4 2025 |
| LLY | $32.6M | 1.15% | 0.00% | +5.9% | Q4 2025 |
 WMT | $30M | 1.06% | 0.00% | -37.4% | Q4 2025 |
| NEM | $29.1M | 1.02% | 0.02% | +22.4% | Q4 2025 |
| JNJ | $27.7M | 0.97% | 0.00% | +34.5% | Q4 2025 |
| NEE | $27M | 0.95% | 0.01% | -18.9% | Q4 2025 |
| META | $25.9M | 0.91% | Not reported | +33.1% | Q4 2025 |
| GOOG | $24M | 0.84% | Not reported | +12.4% | Q4 2025 |
| BAC | $23.7M | 0.83% | 0.01% | -19.1% | Q4 2025 |
| TDW | $23.6M | 0.83% | 0.57% | +631.6% | Q4 2025 |
| BE | $23.6M | 0.83% | 0.06% | +16.1% | Q4 2025 |
 DAR | $22.8M | 0.80% | 0.23% | -25.0% | Q4 2025 |
 DIS | $20.9M | 0.73% | 0.01% | -4.2% | Q4 2025 |
| CSCO | $20.6M | 0.72% | 0.01% | +3.0% | Q4 2025 |
 KMI | $20.6M | 0.72% | 0.03% | -22.1% | Q4 2025 |
| BNY | $20.3M | 0.71% | 0.02% | +79.5% | Q4 2025 |
 BRK.B | $19.8M | 0.69% | Not reported | +9.0% | Q4 2025 |
 PFE | $18.5M | 0.65% | 0.01% | +754.9% | Q4 2025 |
 COIN | $18.3M | 0.64% | 0.04% | +158.3% | Q4 2025 |
 BRKR | $17.4M | 0.61% | 0.32% | New | Q1 2026 |
 RIG | $17.2M | 0.61% | 0.23% | +358.8% | Q4 2025 |
| WBI | $17.2M | 0.60% | Not reported | New | Q1 2026 |
 CVX | $16.6M | 0.58% | 0.00% | -4.5% | Q4 2025 |
| FSLR | $16.5M | 0.58% | 0.08% | +0.5% | Q4 2025 |
 FIS | $16.4M | 0.57% | 0.07% | +35.9% | Q4 2025 |
| AMGN | $16.3M | 0.57% | 0.01% | -32.5% | Q4 2025 |
| UNH | $16.2M | 0.57% | 0.01% | +1287.2% | Q4 2025 |
| VRTX | $15.6M | 0.55% | 0.01% | +11.9% | Q4 2025 |
 AWK | $15.6M | 0.55% | 0.06% | +220.1% | Q4 2025 |
| JCI | $15.3M | 0.54% | 0.02% | -14.6% | Q4 2025 |
 FIGR | $15.2M | 0.53% | Not reported | +13.6% | Q4 2025 |
 CAH | $14.6M | 0.51% | 0.03% | -42.3% | Q4 2025 |
| EMR | $14.4M | 0.51% | 0.02% | +25.9% | Q4 2025 |
 AMT | $14.1M | 0.50% | 0.02% | +0.8% | Q4 2025 |
 NXT | $14M | 0.49% | 0.09% | -3.2% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $188M | 6.77% | 0.00% | New | Q4 2025 |
| MSFT | $151M | 5.43% | 0.00% | New | Q4 2025 |
| AAPL | $111M | 3.99% | 0.00% | New | Q4 2025 |
| AMAT | $85.3M | 3.07% | 0.04% | New | Q4 2025 |
| AMZN | $77.8M | 2.80% | 0.00% | New | Q4 2025 |
| GOOGL | $52.2M | 1.88% | 0.00% | New | Q4 2025 |
| GILD | $50.8M | 1.83% | 0.03% | New | Q4 2025 |
| WMT | $43M | 1.55% | 0.00% | New | Q4 2025 |
| ADSK | $42.7M | 1.54% | 0.07% | New | Q4 2025 |
| AVGO | $41.2M | 1.48% | 0.00% | New | Q4 2025 |
| ABBV | $36.5M | 1.31% | 0.01% | New | Q4 2025 |
| LLY | $36M | 1.29% | 0.00% | New | Q4 2025 |
| CRM | $34.8M | 1.25% | 0.01% | New | Q4 2025 |
| JPM | $33.6M | 1.21% | 0.00% | New | Q4 2025 |
 VZ | $33.3M | 1.20% | 0.02% | New | Q4 2025 |
| BAC | $33M | 1.19% | 0.01% | New | Q4 2025 |
| TXN | $31.8M | 1.14% | 0.02% | New | Q4 2025 |
| NEE | $28.8M | 1.04% | 0.02% | New | Q4 2025 |
| C | $27.7M | 0.99% | 0.01% | New | Q4 2025 |
| DIS | $25.7M | 0.92% | 0.01% | New | Q4 2025 |
| CAH | $24.5M | 0.88% | 0.05% | New | Q4 2025 |
| GOOG | $23.4M | 0.84% | Not reported | New | Q4 2025 |
 WMB | $22.6M | 0.81% | 0.03% | New | Q4 2025 |
| META | $22.5M | 0.81% | Not reported | New | Q4 2025 |
| AMGN | $22.4M | 0.81% | 0.01% | New | Q4 2025 |
| NEM | $21.9M | 0.79% | 0.02% | New | Q4 2025 |
| FSLR | $21.8M | 0.78% | 0.08% | New | Q4 2025 |
| KMI | $21.7M | 0.78% | 0.04% | New | Q4 2025 |
| XOM | $21.5M | 0.77% | 0.00% | New | Q4 2025 |
| MRK | $20.7M | 0.75% | 0.01% | New | Q4 2025 |
 ISRG | $19.9M | 0.71% | 0.01% | New | Q4 2025 |
| CSCO | $19.9M | 0.71% | 0.01% | New | Q4 2025 |
| EL | $19.4M | 0.70% | Not reported | New | Q4 2025 |
| BRK.B | $19M | 0.68% | Not reported | New | Q4 2025 |
 REGN | $17.8M | 0.64% | 0.02% | New | Q4 2025 |
| DAR | $17.7M | 0.64% | 0.31% | New | Q4 2025 |
 CMI | $17.6M | 0.63% | 0.02% | New | Q4 2025 |
| JNJ | $17.4M | 0.63% | 0.00% | New | Q4 2025 |
| FIS | $17.1M | 0.61% | 0.05% | New | Q4 2025 |
| JCI | $16.4M | 0.59% | 0.02% | New | Q4 2025 |
| FIGR | $16.1M | 0.58% | Not reported | New | Q4 2025 |
 PHM | $15.9M | 0.57% | 0.07% | New | Q4 2025 |
 TMO | $15.5M | 0.56% | 0.01% | New | Q4 2025 |
| ETN | $14.9M | 0.54% | 0.01% | New | Q4 2025 |
 EG | $14.8M | 0.53% | 0.06% | New | Q4 2025 |
 CL | $14.6M | 0.52% | 0.02% | New | Q4 2025 |
| AMT | $14.3M | 0.51% | 0.02% | New | Q4 2025 |
| VEEV | $14.2M | 0.51% | 0.04% | New | Q4 2025 |
| VRTX | $14.2M | 0.51% | 0.01% | New | Q4 2025 |
 ZM | $14M | 0.50% | Not reported | New | Q4 2025 |