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Fund Update: 242,123 $QUAL shares added to Orgel Wealth Management, LLC portfolio

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Orgel Wealth Management, LLC has added 242,123 shares of $QUAL to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $QUAL.

$QUAL Hedge Fund Activity

We have seen 524 institutional investors add shares of $QUAL stock to their portfolio, and 806 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • ENVESTNET ASSET MANAGEMENT INC removed 9,366,263 shares (-35.9%) from their portfolio in Q4 2025, for an estimated $1,860,327,157
  • M&T BANK CORP removed 3,151,596 shares (-99.1%) from their portfolio in Q4 2025, for an estimated $625,969,997
  • LPL FINANCIAL LLC removed 2,346,797 shares (-12.7%) from their portfolio in Q4 2025, for an estimated $466,120,820
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,199,204 shares (-97.7%) from their portfolio in Q4 2025, for an estimated $436,805,898
  • JPMORGAN CHASE & CO removed 1,930,847 shares (-30.3%) from their portfolio in Q4 2025, for an estimated $383,504,831
  • FMR LLC added 1,843,898 shares (+11.7%) to their portfolio in Q4 2025, for an estimated $366,235,020
  • TWO SIGMA INVESTMENTS, LP removed 1,523,000 shares (-78.8%) from their portfolio in Q4 2025, for an estimated $302,498,260

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $QUAL ticker page for more data.

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