Intesa Sanpaolo Wealth Management
Net buyer this quarter
$500M
242
+$54.9M
45.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PHYS | $32.5M | 6.50% | 0.23% | +114.0% | Q4 2025 |
 MSFT | $30.1M | 6.03% | 0.00% | -20.7% | Q4 2025 |
 GOOGL | $27.9M | 5.58% | 0.00% | +7.2% | Q4 2025 |
 NVDA | $27.2M | 5.45% | 0.00% | +68.6% | Q4 2025 |
 AAPL | $24M | 4.81% | 0.00% | +11.8% | Q4 2025 |
 AMZN | $22.1M | 4.41% | 0.00% | +6.8% | Q4 2025 |
 AVGO | $18.6M | 3.72% | 0.00% | +95.1% | Q4 2025 |
 JPM | $18.2M | 3.65% | 0.00% | +8.9% | Q4 2025 |
 QQQ | $13.4M | 2.67% | Not reported | +264.2% | Q4 2025 |
 BRK.B | $12.1M | 2.42% | Not reported | -1.2% | Q4 2025 |
| GOOG | $12M | 2.39% | Not reported | +20.3% | Q4 2025 |
 WM | $9.76M | 1.95% | 0.01% | +13.0% | Q4 2025 |
 V | $9.04M | 1.81% | 0.00% | +1.4% | Q4 2025 |
 LLY | $6.92M | 1.39% | 0.00% | +33.0% | Q4 2025 |
 AXP | $6.14M | 1.23% | 0.00% | +22.1% | Q4 2025 |
 LIN | $6.13M | 1.23% | 0.00% | -13.5% | Q4 2025 |
 META | $5.97M | 1.20% | Not reported | +23.0% | Q4 2025 |
 XOM | $5.86M | 1.17% | 0.00% | +40.2% | Q4 2025 |
 NVO | $5.67M | 1.13% | Not reported | +8.6% | Q4 2025 |
 SPGI | $5.66M | 1.13% | 0.00% | +16.9% | Q4 2025 |
 BLK | $5.59M | 1.12% | 0.00% | -25.4% | Q4 2025 |
 PANW | $5.49M | 1.10% | 0.00% | -47.8% | Q4 2025 |
 RSG | $5.2M | 1.04% | 0.01% | +15.4% | Q4 2025 |
 KHC | $4.65M | 0.93% | 0.02% | +6.5% | Q4 2025 |
 HD | $4.53M | 0.91% | 0.00% | -16.1% | Q4 2025 |
 CRWD | $4.51M | 0.90% | 0.00% | +32.9% | Q4 2025 |
 TTE | $4.28M | 0.86% | 0.00% | +70.2% | Q4 2025 |
 WMT | $4.09M | 0.82% | 0.00% | +66.2% | Q4 2025 |
 BABA | $3.92M | 0.78% | 0.00% | +26.2% | Q4 2025 |
 BNY | $3.78M | 0.76% | 0.00% | +56.6% | Q4 2025 |
 GLDM | $3.7M | 0.74% | 0.01% | -16.6% | Q4 2025 |
 ICE | $3.52M | 0.70% | 0.01% | -7.5% | Q4 2025 |
 MU | $3.44M | 0.69% | 0.00% | +387.4% | Q4 2025 |
 ETN | $3.15M | 0.63% | 0.00% | +21.2% | Q4 2025 |
 CRM | $3.14M | 0.63% | 0.00% | -7.7% | Q4 2025 |
 RACE | $3M | 0.60% | 0.00% | -20.6% | Q4 2025 |
 CSCO | $2.97M | 0.59% | 0.00% | -3.5% | Q4 2025 |
 PFE | $2.94M | 0.59% | 0.00% | +9.4% | Q4 2025 |
 EMR | $2.69M | 0.54% | 0.00% | +37.6% | Q4 2025 |
 ABNB | $2.58M | 0.52% | Not reported | +25.9% | Q1 2026 |
 ISRG | $2.5M | 0.50% | 0.00% | +26.4% | Q4 2025 |
 JNJ | $2.47M | 0.49% | 0.00% | +106.2% | Q4 2025 |
 NFLX | $2.44M | 0.49% | 0.00% | +36.2% | Q4 2025 |
 ANET | $2.25M | 0.45% | 0.00% | +52.0% | Q4 2025 |
 MA | $2.12M | 0.42% | 0.00% | +22.8% | Q4 2025 |
 AMAT | $2.04M | 0.41% | 0.00% | +82.1% | Q4 2025 |
 NEE | $2.02M | 0.40% | 0.00% | +225.1% | Q4 2025 |
 TSLA | $1.98M | 0.40% | 0.00% | +178.3% | Q4 2025 |
 COST | $1.97M | 0.40% | 0.00% | +28.5% | Q4 2025 |
 CVX | $1.92M | 0.38% | 0.00% | +217.1% | Q4 2025 |
| Q1 2026 | |||||
| MSFT | $37.7M | 9.21% | 0.00% | +5.9% | Q4 2025 |
 DIS | $22.3M | 5.43% | 0.01% | -9.6% | Q4 2025 |
| GOOGL | $20.9M | 5.11% | 0.00% | +3.2% | Q4 2025 |
| AAPL | $18.9M | 4.60% | 0.00% | -4.1% | Q4 2025 |
| AMZN | $18.1M | 4.41% | 0.00% | -0.2% | Q4 2025 |
| PHYS | $17.8M | 4.35% | 0.11% | +149.1% | Q4 2025 |
| JPM | $15.1M | 3.67% | 0.00% | -2.8% | Q4 2025 |
| NVDA | $14.1M | 3.44% | 0.00% | +12.7% | Q4 2025 |
| BRK.B | $11.7M | 2.87% | Not reported | -4.2% | Q4 2025 |
| WM | $8.9M | 2.17% | 0.01% | -9.5% | Q4 2025 |
| GOOG | $8.07M | 1.97% | Not reported | +2.5% | Q4 2025 |
| V | $7.86M | 1.92% | 0.00% | -12.6% | Q4 2025 |
| AVGO | $7.8M | 1.90% | 0.00% | +59.7% | Q4 2025 |
| BLK | $7.5M | 1.83% | 0.01% | +47.1% | Q4 2025 |
| LIN | $6.77M | 1.65% | 0.00% | -0.3% | Q4 2025 |
| XOM | $5.18M | 1.27% | 0.00% | +8.5% | Q4 2025 |
| GLDM | $5.18M | 1.27% | 0.02% | -59.8% | Q4 2025 |
| SPGI | $5.06M | 1.23% | 0.00% | +7.0% | Q4 2025 |
| HD | $5.04M | 1.23% | 0.00% | -25.1% | Q4 2025 |
| PANW | $4.94M | 1.21% | 0.00% | +8.1% | Q4 2025 |
| META | $4.93M | 1.20% | Not reported | +9.2% | Q4 2025 |
| ICE | $4.86M | 1.19% | 0.01% | +0.4% | Q4 2025 |
| RSG | $4.63M | 1.13% | 0.01% | -33.7% | Q4 2025 |
| AXP | $4.5M | 1.10% | 0.00% | -24.3% | Q4 2025 |
| KHC | $4.16M | 1.01% | 0.02% | +25.0% | Q4 2025 |
| BABA | $4.06M | 0.99% | 0.00% | +42.6% | Q4 2025 |
| CRM | $4.06M | 0.99% | 0.00% | +2.2% | Q4 2025 |
| NVO | $4M | 0.98% | Not reported | +43.9% | Q4 2025 |
| LLY | $3.99M | 0.97% | 0.00% | +7.2% | Q4 2025 |
| RACE | $3.4M | 0.83% | 0.01% | +0.3% | Q4 2025 |
| PFE | $3.14M | 0.77% | 0.00% | +10.1% | Q4 2025 |
 T | $3.07M | 0.75% | 0.00% | -9.1% | Q4 2025 |
| TTE | $3.02M | 0.74% | 0.00% | +13.8% | Q4 2025 |
| QQQ | $2.87M | 0.70% | Not reported | +11.1% | Q4 2025 |
| WMT | $2.7M | 0.66% | 0.00% | +18.4% | Q4 2025 |
| NFLX | $2.41M | 0.59% | 0.00% | -48.9% | Q4 2025 |
| ISRG | $2.29M | 0.56% | 0.00% | +28.2% | Q4 2025 |
| ETN | $2.18M | 0.53% | 0.00% | -30.3% | Q4 2025 |
| CSCO | $2.03M | 0.50% | 0.00% | +8103.5% | Q4 2025 |
| BNY | $1.98M | 0.48% | 0.00% | +6.3% | Q4 2025 |
| ABNB | $1.81M | 0.44% | Not reported | New | Q1 2026 |
| EMR | $1.79M | 0.44% | 0.00% | -66.6% | Q4 2025 |
| CRWD | $1.74M | 0.42% | 0.00% | +4.4% | Q4 2025 |
| MA | $1.68M | 0.41% | 0.00% | -49.6% | Q4 2025 |
| COST | $1.64M | 0.40% | 0.00% | -58.4% | Q4 2025 |
 FER | $1.59M | 0.39% | 0.00% | +27.4% | Q4 2025 |
| GLD | $1.42M | 0.35% | 0.00% | +0.3% | Q4 2025 |
| SPY | $1.36M | 0.33% | Not reported | Not reported | Q4 2025 |
 TDG | $1.3M | 0.32% | 0.00% | Not reported | Q4 2025 |
 DOCU | $1.19M | 0.29% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $46.5M | 9.62% | 0.00% | New | Q4 2025 |
| DIS | $29M | 6.01% | 0.01% | New | Q4 2025 |
| GOOGL | $22.1M | 4.57% | 0.00% | New | Q4 2025 |
| AAPL | $21M | 4.35% | 0.00% | New | Q4 2025 |
| AMZN | $20M | 4.15% | 0.00% | New | Q4 2025 |
| JPM | $17M | 3.51% | 0.00% | New | Q4 2025 |
| NVDA | $13.4M | 2.76% | 0.00% | New | Q4 2025 |
| BRK.B | $12.9M | 2.66% | Not reported | New | Q4 2025 |
| GLDM | $11.9M | 2.46% | 0.05% | New | Q4 2025 |
| V | $10.4M | 2.16% | 0.00% | New | Q4 2025 |
| WM | $9.4M | 1.95% | 0.01% | New | Q4 2025 |
| GOOG | $8.61M | 1.78% | Not reported | New | Q4 2025 |
 DE | $7.72M | 1.60% | 0.01% | New | Q4 2025 |
| AXP | $7.27M | 1.50% | 0.00% | New | Q4 2025 |
| HD | $7.03M | 1.45% | 0.00% | New | Q4 2025 |
 GS | $6.99M | 1.44% | 0.00% | New | Q4 2025 |
| RSG | $6.76M | 1.40% | 0.01% | New | Q4 2025 |
| PHYS | $6.67M | 1.38% | 0.04% | New | Q4 2025 |
 MCO | $6.4M | 1.32% | 0.01% | New | Q4 2025 |
 FANG | $5.94M | 1.23% | 0.01% | New | Q4 2025 |
| LIN | $5.83M | 1.21% | 0.00% | New | Q4 2025 |
| SPGI | $5.81M | 1.20% | 0.00% | New | Q4 2025 |
| BLK | $5.67M | 1.17% | 0.00% | New | Q4 2025 |
| CRM | $5.63M | 1.17% | 0.00% | New | Q4 2025 |
| AVGO | $5.47M | 1.13% | 0.00% | New | Q4 2025 |
| EMR | $5.43M | 1.12% | 0.01% | New | Q4 2025 |
| PANW | $5.25M | 1.09% | 0.00% | New | Q4 2025 |
| META | $5.21M | 1.08% | Not reported | New | Q4 2025 |
| ICE | $4.99M | 1.03% | 0.01% | New | Q4 2025 |
| NFLX | $4.6M | 0.95% | 0.00% | New | Q4 2025 |
| LLY | $4.35M | 0.90% | 0.00% | New | Q4 2025 |
| NVO | $3.85M | 0.80% | Not reported | New | Q4 2025 |
| RACE | $3.82M | 0.79% | 0.01% | New | Q4 2025 |
| MA | $3.8M | 0.79% | 0.00% | New | Q4 2025 |
| KHC | $3.59M | 0.74% | 0.01% | New | Q4 2025 |
| COST | $3.41M | 0.70% | 0.00% | New | Q4 2025 |
 SHW | $3.4M | 0.70% | 0.00% | New | Q4 2025 |
| XOM | $3.39M | 0.70% | 0.00% | New | Q4 2025 |
| BABA | $3.32M | 0.69% | 0.00% | New | Q4 2025 |
| NEE | $3.17M | 0.66% | 0.00% | New | Q4 2025 |
| T | $2.89M | 0.60% | 0.00% | New | Q4 2025 |
| ETN | $2.79M | 0.58% | 0.00% | New | Q4 2025 |
| QQQ | $2.75M | 0.57% | Not reported | New | Q4 2025 |
 CL | $2.71M | 0.56% | 0.00% | New | Q4 2025 |
 PGR | $2.6M | 0.54% | 0.00% | New | Q4 2025 |
| PFE | $2.53M | 0.52% | 0.00% | New | Q4 2025 |
 AJG | $2.38M | 0.49% | 0.00% | New | Q4 2025 |
 SIL | $2.27M | 0.47% | Not reported | New | Q4 2025 |
| ISRG | $2.2M | 0.45% | 0.00% | New | Q4 2025 |
| WMT | $2.04M | 0.42% | 0.00% | New | Q4 2025 |