Assetmark Inc. increased its stake in Wells Fargo & Company by 12.5% in Q4, acquiring an additional 121,823 shares to own 1,096,787 shares valued at approximately $102.22 million. Wells Fargo exceeded Q4 EPS expectations with strong revenue and maintains a "Moderate Buy" rating from analysts with a target price of $97.70. The stock is largely institutionally owned, though insiders have sold some shares recently.

Assetmark Inc. has increased its stake in Philip Morris International Inc. by 22.2%, acquiring an additional 114,618 shares to hold 630,583 shares valued at approximately $101.15 million. This comes despite significant share sales by the company's CFO and CEO. Analysts generally rate PM as a "Moderate Buy" with an average target price of $195.72, though some firms offer higher targets.

Assetmark Inc. reduced its stake in Royal Caribbean Cruises Ltd. by 3.1%, selling 13,008 shares but still holding over 400,000 shares valued at approximately $112 million. This comes amidst significant insider selling from the CEO and a director totaling over $140 million in the last three months. Despite the insider sales, Royal Caribbean recently increased its quarterly dividend and analysts maintain a "Moderate Buy" rating with a consensus price target of $352.35.

Dover Corp. (US25985P1030) is positioned for stable growth through its diversified industrial operations across engineered products, pumps, refrigeration, and imaging systems. This diversification provides resilience against sector-specific disruptions and aligns with increasing demand for supply chain stability and efficiency in the U.S. and global English-speaking markets. Analysts view Dover positively due to its consistent free cash flow and strategic portfolio management, making it an attractive investment for those seeking robust industrial exposure.

AMI Asset Management Corp has decreased its stake in Ulta Beauty Inc. by 2.3%, now holding 107,275 shares valued at $64.90 million. Despite this, Ulta Beauty remains AMI's 10th largest holding, and other institutional investors like Vanguard Group and State Street Corp have increased their positions. Ulta Beauty recently reported strong quarterly earnings, beating expectations, and analysts maintain a "Moderate Buy" consensus rating for the company.

Arta Finance Wealth Management LLC acquired 6,683 shares of Alphabet Inc. (GOOGL) in Q4, valued at approximately $2.09 million, making it their 21st-largest holding. The company holds a "Moderate Buy" consensus rating from analysts with an average price target of $366.76, following recent earnings that beat estimates. Despite some insider selling, institutional investors have generally increased their stakes in Alphabet.

Arvest Investments Inc. reduced its holdings in Alphabet Inc. by 16.4% in the fourth quarter, selling 4,922 shares and ending with 25,155 shares valued at $7.874 million. Despite this reduction, analysts maintain a "Moderate Buy" consensus for Alphabet, with several firms raising price targets due to positive catalysts like Broadcom's multi-year chip supply agreement for Google's TPUs, positioning Alphabet as an AI-infrastructure play. Insider selling was also noted, with Frances Arnold and CEO Sundar Pichai selling shares in March.

Assetmark Inc. increased its stake in Altria Group, Inc. by 4.3% in the fourth quarter of 2025, bringing its total holdings to over 2.68 million shares valued at approximately $154.6 million. Other institutional investors also adjusted their positions in Altria. The company recently announced a quarterly dividend of $1.06 per share, representing an annualized yield of 6.3%, and reported mixed Q4 earnings with an EPS miss but a revenue beat.

Assetmark Inc. significantly increased its stake in Newmont Corporation (NYSE:NEM) by 398.3% in Q4, now holding 2,870,495 shares valued at $286.62 million. This move comes as Newmont reported strong Q4 earnings, beating analyst expectations, and analysts have a "Moderate Buy" consensus with an average price target of $133.91. The company also raised its quarterly dividend to $0.26 per share.

Assetmark Inc. has slightly reduced its stake in Synchrony Financial (SYF) by 1.1% in the fourth quarter, now holding 4,301,490 shares valued at approximately $358.9 million. This adjustment makes SYF its 28th largest position, despite the company reporting an EPS beat and offering positive FY2026 EPS guidance. Several insiders have also sold shares, totaling over $26 million in the past 90 days, though the stock still maintains a "Moderate Buy" consensus rating from analysts.