Al Gore (Generation Investment Management) trim Schwab (Charles) Corp
Al Gore (Generation Investment Management) trim $784.1M of disclosed value in Schwab (Charles) Corp.
Signal
Investor Move
Action
Trim
Capital
$784.1M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Dec 31, 2025
Total Changes
43
New
10
Reduced/Sold
23
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | Reduced | $2B | 0.03% |
| DHR | Danaher Corporation | Increased | $1.7B | 0.03% |
| BDX | BDX | Sold out | $0 | 0.03% |
| EFX | EQUIFAX INC | Reduced | $341M | 0.03% |
| ADI | ADI | Sold out | $0 | 0.02% |
| CRM | Salesforce, Inc. | Increased | $734.6M | 0.02% |
| NTNX | Nutanix, Inc. | Reduced | $177.3M | 0.02% |
| A | Agilent Technologies, Inc. | Reduced | $568.8M | 0.02% |
| SCHW | The Charles Schwab Corporation | Reduced | $784.1M | 0.02% |
| COO | COOPER COS INC/THE | New | $233.5M | 0.02% |
| ACN | Accenture plc | Increased | $644.4M | 0.02% |
| STE | STERIS plc | Reduced | $529.5M | 0.01% |
| AMZN | Amazon.com, Inc. | Increased | $595.5M | 0.01% |
| SPOT | Spotify Technology S.A. | New | $193.3M | 0.01% |
| TTAN | SERVICETITAN INC-A | New | $186.5M | 0.01% |
| 81764X103 | 81764X103 | Sold out | $0 | 0.01% |
| WST | West Pharmaceutical Services, Inc. | Increased | $429.7M | 0.01% |
| IDXX | IDXX | Sold out | $0 | 0.01% |
| WDAY | Workday, Inc. | Increased | $884.5M | 0.01% |
| MSCI | MSCI Inc. | New | $130.4M | 0.01% |