Appleton Partners Inc Purchases and Sells in Q4 2025

Appleton Partners Inc

$1.52 Billion
Q4 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HON	13.3K + 642.66%	$194.07 - $220.67 $2.57M - $2.93M	15.3K $2.99M
WELL	3.39K + 3.78%	$165.94 - $193.82 $562K - $656K	93K $17.3M
JNJ	179 + 0.38%	$185.98 - $199.58 $33.3K - $35.7K	47.2K $9.77M
FLRN	31K + 6.96%	$30.72 - $30.86 $954K - $958K	477K $14.7M
GSIE	1.1K + 0.25%	N/A	442K $19M
V	209 + 0.26%	$325.75 - $352.42 $68.1K - $73.7K	80.3K $28.2M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QXO INC COM NEW	614K New	N/A	614K $11.8M
SOLVENTUM CORP COM SHS	88.4K New	N/A	88.4K $7.01M
PGR	2K New	$203.7 - $246.46 $407K - $492K	2K $455K
BROOKFIELD CORP CL A LTD VT SH	7.81K New	N/A	7.81K $358K
PROFESIONALLY MANAGED PORTFOLI	5.25K New	N/A	5.25K $344K
NEE	4K New	$78.18 - $86.03 $313K - $344K	4K $321K

Top Sells

Reduced Positions

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-322 - 0.95%	$609.01 - $751.67 $196K - $242K	33.5K $22.1M
ROP	-1.28K - 5.64%	$443.27 - $520.0 $565K - $663K	21.3K $9.5M
UNH	-2.89K - 6.31%	$320.52 - $369.92 $926K - $1.07M	42.9K $14.1M
CSU.TO	-131 - 5.01%	N/A	2.49K $5.96M
ABBV	-4.27K - 11.12%	$211.96 - $244.38 $906K - $1.04M	34.2K $7.81M
PANW	-1.73K - 4.56%	$204.77 - $221.38 $354K - $382K	36.1K $6.65M

Activity Summary All Purchases 96 New Holdings 14 Increased Positions 82 All Sells 132 Reductions 132 Sold out 0 Calls 0 Puts 0

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