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CIK: 0002110902
Total reported value
$499.7M
$499.7M
299 檔
23.6%
According to the latest 13F quarterly dataset, Intesa Sanpaolo Wealth Management managed an equity portfolio of $499.7M at the end of Q1 2026, spanning 299 distinct U.S. exchange-listed positions.
Intesa Sanpaolo Wealth Management executed strategic sector rebalancing during Q1 2026, establishing 24 new positions while fully exiting 16 holdings and trimming 64 positions.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.21% | -3.18% | +5.94% | |
| 2 | DIS | Walt Disney Co/the | Stock-Comm Services | 5.43% | -5.32% | -9.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.11% | +0.47% | +3.18% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.60% | +0.21% | -4.05% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | — | -0.19% | |
| 6 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.35% | +2.15% | +149.13% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.67% | -0.02% | -2.77% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +2.01% | +12.74% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.87% | -0.45% | -4.21% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 2.17% | -0.22% | -9.48% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.97% | +0.42% | +2.54% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.92% | -0.11% | -12.63% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.90% | +1.82% | +59.65% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 1.83% | -0.71% | +47.09% | |
| 15 | LIN | Linde plc | Stock-Materials | 1.65% | -0.42% | -0.26% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.30% | -1.10% | -27.17% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.10% | +8.52% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.27% | -0.53% | -59.79% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.23% | -0.10% | +6.95% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -0.32% | -25.07% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | -0.11% | +8.08% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | — | +9.17% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.19% | -0.49% | +0.41% | |
| 24 | RSG | Republic Services Inc | Stock-Industrials | 1.13% | -0.09% | -33.71% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.10% | +0.13% | -24.27% | |
| 26 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.01% | -0.08% | +25.02% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.99% | -0.21% | +42.64% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.36% | +2.19% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.98% | +0.15% | +43.92% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.41% | +7.16% | |
| 31 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.83% | -0.23% | +0.33% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.77% | -0.18% | +10.08% | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.75% | -0.49% | -9.09% | |
| 34 | TTE | TotalEnergies SE | Stock-Other | 0.74% | +0.12% | +13.75% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +1.97% | +11.06% | |
| 36 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.67% | -0.40% | -17.18% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | +0.16% | +18.42% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.10% | -48.91% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.06% | +28.18% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | +0.10% | -30.27% | |
| 41 | COPX | Global X Copper Miners ETF | ETF-Other | 0.53% | -0.50% | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | — | — | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.09% | +8103.45% | |
| 44 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.48% | +0.28% | +6.34% | |
| 45 | JPXN | Ishares Jpx-nikkei 400 ETF | ETF-Other | 0.45% | -0.05% | — | |
| 46 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.44% | +0.08% | — | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.44% | +0.10% | -66.61% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.48% | +4.44% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | +0.01% | -49.59% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | — | -58.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +3% | +149.13% | Add |
| 2 | AVGO | Broadcom Inc | +0.8% | +59.65% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +12.74% | Add |
| 4 | BLK | Blackrock Inc | +0.7% | +47.09% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.6% | +8.52% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.18% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.5% | +8103.45% | Add |
| 8 | LIN | Linde plc | +0.4% | -0.26% | Trim |
| 9 | TTE | TotalEnergies SE | +0.4% | +13.75% | Add |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +42.64% | Add |
| 11 | KHC | Kraft Heinz Co/the | +0.3% | +25.02% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | -0.19% | Trim |
| 13 | AAPL | Apple Inc | +0.3% | -4.05% | Trim |
| 14 | PFE | Pfizer Inc | +0.3% | +10.08% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +18.42% | Add |
| 16 | WM | Waste Management Inc | +0.2% | -9.48% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -4.21% | Trim |
| 18 | OIH | Vaneck Oil Services ETF | +0.2% | +255.47% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +2.54% | Add |
| 20 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +43.92% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | -2.77% | Trim |
| 22 | ICE | Intercontinental Exchange In | +0.2% | +0.41% | Add |
| 23 | T | At&t Inc | +0.2% | -9.09% | Trim |
| 24 | VLO | Valero Energy CORP | +0.1% | +11004.76% | Add |
| 25 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +39.64% | Add |
| 26 | IDEF | Ishares Def Industrials Act | +0.1% | +26.76% | Add |
| 27 | ✓ | Ferrovial Se | +0.1% | +27.40% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.06% | Add |
| 29 | C | Citigroup Inc | +0.1% | +55.77% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +8.08% | Add |
| 31 | META | Meta Platforms Inc-class A | +0.1% | +9.17% | Add |
| 32 | CAT | Caterpillar Inc | +0.1% | +210.23% | Add |
| 33 | DHR | Danaher CORP | +0.1% | +776.09% | Add |
| 34 | MELI | Mercadolibre Inc | +0.1% | +311.54% | Add |
| 35 | COPX | Global X Copper Miners ETF | +0.1% | — | Unchanged |
| 36 | ISRG | Intuitive Surgical Inc | +0.1% | +28.18% | Add |
| 37 | STLA | Stellantis N.V. | +0.1% | +1358.39% | Add |
| 38 | CVX | Chevron CORP | +0.1% | +40.48% | Add |
| 39 | FITB | Fifth Third Bancorp | +0.1% | +65.31% | Add |
| 40 | JNJ | Johnson & Johnson | +0.1% | +10.66% | Add |
| 41 | BNY | Bank Of New York Mellon CORP | +0.1% | +6.34% | Add |
| 42 | IR | Ingersoll-rand Inc | +0.1% | +134.49% | Add |
| 43 | JPXN | Ishares Jpx-nikkei 400 ETF | +0.1% | — | Unchanged |
| 44 | TSLA | Tesla Inc | +0.1% | +117.50% | Add |
| 45 | EWJ | Ishares Msci Japan ETF | +0.1% | +225.35% | Add |
| 46 | GLD | Spdr Gold Shares | +0.1% | +0.30% | Add |
| 47 | LLY | Eli Lilly & Co | +0.1% | +7.16% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | +0.1% | +145.64% | Add |
| 49 | LNG | Cheniere Energy Inc | +0.1% | +186.38% | Add |
| 50 | GILD | Gilead Sciences Inc | +0.1% | +26.12% | Add |
According to official SEC Form 13F filings, Intesa Sanpaolo Wealth Management reported a total U.S. public equity portfolio value of $499.7M across 299 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, DIS, GOOGL) accounted for 23.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEMG
市值: $2.1M
Top Position Liquidated / Trimmed
BRO
前期市值: $1.5M
During Q1 2026, Intesa Sanpaolo Wealth Management's top holdings by market value included MSFT (9.2%)、DIS (5.4%)、GOOGL (5.1%). The largest single position, MSFT, represented 9.2% of total portfolio value.
In Q1 2026, Intesa Sanpaolo Wealth Management made 177 total portfolio adjustments, initiating 24 new buys, adding to 73 positions, trimming 64 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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