Ariel Investments

History Stock Activity ▲ Share change % change to portfolio
Q4  2025
≡ ZBH - Zimmer Biomet Holdings Reduce 99.18% 391,486 0.00
≡ VEA - Vanguard FTSE Developed ETF Reduce 57.45% 33,037 0.03
≡ SPHR - Sphere Entertainment Co. Reduce 47.14% 2,825,705 2.90
≡ JHG - Janus Henderson Group Reduce 42.81% 875,475 0.45
≡ KMT - Kennametal Inc. Reduce 37.06% 1,400,187 0.43
≡ NVT - nVent Electric plc Reduce 28.72% 247,057 0.27
≡ IWN - Ishares Russell 2000 Value E Reduce 25.90% 11,646 0.02
≡ FSLR - First Solar Inc. Reduce 22.72% 73,951 0.21
≡ COF - Capital One Financial Reduce 21.23% 43,732 0.11
≡ BRC - Brady Corp. Reduce 17.69% 644 0.00
≡ CVS - CVS Health Corp. Reduce 16.63% 164,554 0.14
≡ JNJ - Johnson & Johnson Reduce 16.57% 8,594 0.02
≡ BCO - Brink's Co. Reduce 16.18% 198,343 0.25
≡ PSKY - Paramount Skydance Corp. Reduce 13.77% 413,274 0.06
≡ B - Barrick Mining Corp. Reduce 11.64% 28,471 0.01
≡ MSFT - Microsoft Corp. Reduce 11.17% 21,679 0.11
≡ MSGE - Madison Square Garden Entertainment Corp. Reduce 11.07% 856,255 0.50
≡ BYD - Boyd Gaming Corp. Reduce 10.08% 262,288 0.24
≡ TSM - Taiwan Semiconductor S.A. Reduce 9.72% 1,094 0.00
≡ MAT - Mattel Inc. Reduce 8.93% 1,228,337 0.26
≡ REZI - Resideo Technologies Inc. Reduce 8.61% 576,648 0.22
≡ CBRE - CBRE Group Reduce 7.79% 17,825 0.03
≡ LIND - Lindblad Expeditions Hldgs Inc. Reduce 7.35% 405,841 0.06
≡ CG - Carlyle Group Reduce 6.69% 283,053 0.18
≡ AMG - Affiliated Managers Group Reduce 6.46% 81,601 0.25
≡ GILD - Gilead Sciences Reduce 6.27% 13,726 0.02
≡ JLL - Jones Lang Lasalle Inc. Reduce 6.06% 57,615 0.21
≡ NTAP - NetApp Inc. Reduce 5.99% 20,565 0.02
≡ HUM - Humana Inc. Reduce 5.89% 5,182 0.01
≡ FDX - FedEx Corp. Reduce 5.88% 4,464 0.01
≡ MTB - M&T Bank Corp. Reduce 5.76% 11,032 0.02
≡ BIO - Bio-Rad Laboratories Inc. Reduce 5.54% 44,808 0.15
≡ CHKP - Check Point Software Technologies Reduce 4.54% 22,083 0.04
≡ CRL - Charles River Labs Reduce 4.18% 62,327 0.13
≡ BAC - Bank of America Corp. Reduce 4.12% 22,217 0.01
≡ LESL - Leslie's Inc. Reduce 3.65% 107,590 0.00
≡ CNP - CenterPoint Energy Reduce 2.97% 30,534 0.01
≡ GNRC - Generac Holdings Inc. Reduce 2.95% 43,283 0.06
≡ NTRS - Northern Trust Corp. Reduce 2.78% 35,666 0.05
≡ KN - Knowles Corp. Reduce 2.67% 109,519 0.03
≡ MGPI - MGP Ingredients Inc. Reduce 2.62% 16,913 0.00
≡ AQN - Algonquin Power & Utilities Reduce 2.60% 424,952 0.03
≡ MTN - Vail Resorts Inc. Reduce 2.57% 2,955 0.00
≡ ADT - ADT Inc. Reduce 2.31% 510,642 0.04
≡ KFY - Korn Ferry Reduce 1.93% 9,163 0.01
≡ BOKF - BOK Financial Corp. Reduce 1.75% 30,153 0.04
≡ HCKT - Hackett Group Inc. Reduce 1.72% 7,499 0.00
≡ LFUS - Littelfuse Inc. Reduce 1.72% 3,875 0.01
≡ SSD - Simpson Manufacturing Reduce 1.57% 1,461 0.00
≡ AFL - AFLAC Inc. Reduce 1.52% 3,276 0.00
≡ KEYS - Keysight Technologies Inc. Reduce 1.51% 3,957 0.01
≡ SCHW - Charles Schwab Corp. Reduce 1.48% 5,133 0.01
≡ KMX - CarMax Inc. Reduce 1.42% 8,122 0.00
≡ SWK - Stanley Black & Decker Inc. Reduce 1.41% 6,029 0.00
≡ WEX - WEX Inc. Reduce 1.21% 4,139 0.01
≡ SLB - Schlumberger Ltd. Reduce 1.19% 15,497 0.01
≡ LMT - Lockheed Martin Corp. Reduce 1.11% 151 0.00
≡ FICO - Fair Isaac Corp. Reduce 0.90% 2 0.00
≡ MOS - Mosaic Co. Reduce 0.88% 1,303 0.00
≡ CLB - Core Laboratories Inc. Reduce 0.82% 112,568 0.02
≡ LH - Labcorp Holdings Inc. Reduce 0.77% 2,782 0.01
≡ APA - APA Corp. Reduce 0.72% 2,153 0.00
≡ MSI - Motorola Solutions Inc. Reduce 0.66% 5 0.00
≡ MSGS - Madison Square Garden Sports Corp. Reduce 0.62% 4,540 0.01
≡ PGR - Progressive Corp. Reduce 0.55% 6 0.00
≡ SNA - Snap-On Inc. Reduce 0.45% 149 0.00
≡ NVST - Envista Holdings Corp. Reduce 0.28% 33,661 0.01
≡ GS - Goldman Sachs Group Reduce 0.16% 5 0.00
≡ ORCL - Oracle Corp. Reduce 0.11% 18 0.00
≡ PHIN - PHINIA Inc. Reduce 0.01% 8 0.00
≡ INFY - Infosys Ltd. Sell 100.00% 11,637 0.00
≡ VT - Vanguard Tot World Stk ETF Sell 100.00% 27,685 0.04
≡ VXUS - Vanguard Total Intl Stock Sell 100.00% 70,469 0.06
≡ ALL - Allstate Corp. Sell 100.00% 69,734 0.16
≡ DHI - D.R. Horton Sell 100.00% 128,669 0.23
≡ WAL - Western Alliance Bancorp Sell 100.00% 258,384 0.24
≡ VZ - Verizon Communications Sell 100.00% 1,166,712 0.55
≡ IPG-OLD - Interpublic Group Sell 100.00% 3,190,462 0.95
≡ APTV - Aptiv PLC Sell 100.00% 1,150,265 1.06
Q3  2025
≡ BAP - Credicorp Ltd. Reduce 96.44% 141,966 0.27
≡ GS - Goldman Sachs Group Reduce 91.34% 33,375 0.32
≡ VEA - Vanguard FTSE Developed ETF Reduce 76.58% 188,029 0.13
≡ TSM - Taiwan Semiconductor S.A. Reduce 62.52% 18,775 0.05
≡ ORCL - Oracle Corp. Reduce 48.56% 15,483 0.05
≡ ALL - Allstate Corp. Reduce 41.27% 49,003 0.11
≡ GILD - Gilead Sciences Reduce 40.69% 150,083 0.18
≡ INTC - Intel Corp. Reduce 31.56% 445,254 0.16
≡ REZI - Resideo Technologies Inc. Reduce 25.22% 2,258,345 1.04
≡ ZBRA - Zebra Technologies Corp. Reduce 24.61% 83,450 0.26
≡ KMT - Kennametal Inc. Reduce 24.01% 1,193,385 0.27
≡ LFUS - Littelfuse Inc. Reduce 23.34% 68,628 0.19
≡ LIND - Lindblad Expeditions Hldgs Inc. Reduce 19.84% 1,367,393 0.19
≡ GNRC - Generac Holdings Inc. Reduce 18.69% 337,364 0.60
≡ VT - Vanguard Tot World Stk ETF Reduce 17.30% 5,791 0.01
≡ APTV - Aptiv PLC Reduce 17.04% 236,248 0.22
≡ KFY - Korn Ferry Reduce 16.85% 96,323 0.07
≡ HCKT - Hackett Group Inc. Reduce 16.73% 87,533 0.02
≡ SPHR - Sphere Entertainment Co. Reduce 15.58% 1,105,998 0.73
≡ KKR - KKR & Co. L.P. Reduce 15.44% 46,640 0.07
≡ CVS - CVS Health Corp. Reduce 15.02% 174,928 0.14