Portfolio Management News 5 December 2025

Old National Bancorp stock: Pacer boosts ONB stake 482% while Allspring trims holdings

NEW YORK, Jan 2, 2026, 09:04 ET Pacer Advisors Inc increased its holding in Old National Bancorp (ONB) to 60,480 shares at the end of the third quarter, worth about $1.3 million, a regulatory filing showed. Allspring Global Investments Holdings

2 January 2026

Banking·Financial News·Investments·Portfolio Management·Stock Market

Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

NEW YORK, Jan 2, 2026, 06:51 ET Warren Buffett has stepped down as chief executive of Berkshire Hathaway, handing the reins of the $1.08 trillion conglomerate to Greg Abel as 2026 begins. Berkshire’s Class A shares slipped 0.1% on Dec.

2 January 2026

Investment Strategies·Portfolio Management·Stock Market News·Warren Buffett

Advisers reshuffle Invesco QQQ: Delta quadruples stake as Nasdaq-100 ETF starts 2026 shaky

NEW YORK, January 2, 2026, 07:05 ET Delta Investment Management sharply increased its stake in the Invesco QQQ Trust (QQQ) in the third quarter, regulatory filings published this week showed. MarketBeat The disclosures offer a snapshot of how smaller advisory

2 January 2026

ETFs·Financial News·Investing·Portfolio Management·Stock Market

Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

NEW YORK, January 2, 2026, 05:38 ET U.S. equity funds pulled in about $16.89 billion of net inflows in the week to Dec. 31 as investors ended 2025 on an optimistic note, according to LSEG Lipper data. (Reuters) That momentum

2 January 2026

ETFs·Investing·Portfolio Management·Stock Market

Artisan Value Fund reveals why it dumped Cigna for Elevance — and why ASML stays a top bet

NEW YORK, December 31, 2025, 12:59 ET Artisan Partners’ Artisan Value Fund said in its third-quarter 2025 investor letter that it sold The Cigna Group and bought Elevance Health, citing rising policy risk around pharmacy benefit managers. The fund also

31 December 2025

Investing·Portfolio Management·Stock Market

Voya and Kempner just trimmed Lincoln National stock — what new filings show

NEW YORK, December 29, 2025, 08:54 ET Voya Investment Management and Kempner Capital Management reduced their exposure to Lincoln National Corp in the third quarter, regulatory disclosures showed. The two managers reported holding about 176,822 shares worth roughly $7.1 million

29 December 2025

Company Analysis·Financial News·Investments·Portfolio Management·Stock Market

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

December 25, 2025 — The classic 60/40 portfolio (60% stocks, 40% bonds) has long been the shorthand for “balanced” investing. But heading into 2026, one of the world’s most influential asset managers is pushing a noticeably different message: the next

25 December 2025

Artificial Intelligence·Investing·Market Trends·Portfolio Management

Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Published: December 11, 2025 – covers developments from November 21, 2025 onward. This article is for informational purposes only and is not investment advice. Where Coca-Cola Stock Stands Today The Coca‑Cola Company (NYSE: KO) is trading around $69–70 per share

11 December 2025

Analyst Forecasts·Dividend Investing·Portfolio Management·Stock Market

Palantir (PLTR) Stock in December 2025: Buy or Sell After Michael Burry’s Big Bet and Cathie Wood’s Trims?

Published: December 9, 2025 Palantir Technologies has turned into one of 2025’s most polarizing stocks. The data‑analytics and AI specialist is up well over 100% this year and more than 2,000% since the launch of its flagship AI platform, yet

9 December 2025

Financial News·Investment Strategies·Market Trends·Portfolio Management·Stock Analysis

British American Tobacco Stock in December 2025: ITC Hotels Sale, Buybacks and Dividend Outlook for BTI & BATS Investors

British American Tobacco p.l.c. (LSE: BATS, NYSE: BTI) is closing out 2025 in a very different position from where it started the year. After a sharp re‑rating driven by litigation clarity, firmer guidance and easing U.S. regulatory fears, the stock

8 December 2025

Dividend Investing·Mergers & Acquisitions·Portfolio Management·Stock Analysis·Tobacco Industry

LKQ Stock Outlook December 2025: S&P 500 Exit, Portfolio Shake-Up and Analyst Targets for NASDAQ: LKQ

As of December 6, 2025, LKQ Corporation (NASDAQ: LKQ) sits in a strange spot: fundamentally profitable, trading on single‑digit earnings multiples, but still nursing a big drawdown after a brutal summer sell‑off and a looming eviction from the S&P 500

6 December 2025

Financial Forecasts·Investment Analysis·Nasdaq Updates·Portfolio Management·Stock Market

Best ETFs in the U.S. Stock Market Today (December 5, 2025): VOO, QQQ, VTI, SCHD and More

Updated: December 5, 2025 Exchange‑traded funds (ETFs) are having a monster year. U.S.-listed ETFs have already pulled in about $1.27 trillion in net inflows for 2025, an all‑time annual record with a month still to go. Etf Core stock index funds like Vanguard S&P

5 December 2025

ETFs·Financial Planning·Investing·Portfolio Management·Stock Market

Portfolio Management News 5 December 2025 - 2 January 2026