StockDriftsStockDriftsTop 50 Intesa Sanpaolo Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 6.5% | 1.08M | $32.5M | +113.95%(+573.46K) | $32.58(+2.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.03% | 80.8K | $30.1M | -20.74%(-21.14K) | $496.64(+1.23%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.58% | 78.0K | $27.9M | +7.18%(+5.23K) | $281.19(+24.99%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.45% | 136.2K | $27.2M | +68.64%(+55.43K) | $184.54(+19.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.81% | 83.0K | $24.0M | +11.80%(+8.77K) | $263.75(+16.27%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.41% | 92.6K | $22.1M | +6.78%(+5.88K) | $224.84(+22.29%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.72% | 49.2K | $18.6M | +95.07%(+23.97K) | $336.99(+24.74%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.65% | 55.7K | $18.2M | +8.86%(+4.54K) | $317.74(+13.77%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.67% | 18.1K | $13.4M | +264.24%(+13.16K) | $636.04(+13.33%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.42% | 24.2K | $12.1M | -1.23%(-301) | $493.90(+5.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.35% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.66% |
Intesa Sanpaolo Wealth Management reports $499.69M in US-listed equity holdings across 309 positions in its most recent 13F filing. Its largest disclosed positions are PHYS (6.5%), MSFT (6.0%) and GOOGL (5.6%). The top 20 holdings account for 60.44% of reported assets. Its disclosed equity book has returned -3.35% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intesa Sanpaolo Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110902). View Intesa Sanpaolo Wealth Management’s 13F filings on SEC