Birch Hill Investment Advisors LLC Purchases in Q1 2025

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
106K
+ 487.25%
$201.56 - $243.82 $21.3M - $25.7M
127K $25.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
377
+ 0.09%
$208.48 - $244.03 $78.6K - $92K
430K $105M
APH
Amphenol Corp

Technology
206K
+ 35.52%
$61.62 - $78.55 $12.7M - $16.2M
788K $51.7M
CSL
Carlisle Companies Inc

Industrials
30K
+ 159.24%
$326.43 - $408.24 $9.8M - $12.3M
48.9K $16.6M
ALC
Alcon Inc

Healthcare
9.39K
+ 2.3%
$82.73 - $96.8 $777K - $909K
417K $39.6M
UBER
Uber Technologies, Inc

Technology
29.5K
+ 33.73%
$63.17 - $81.49 $1.86M - $2.4M
117K $8.52M
WTS
Watts Water Technologies Inc

Industrials
15.2K
+ 9.0%
$195.28 - $224.67 $2.96M - $3.4M
183K $37.4M
CHWY
Chewy, Inc.

Consumer Cyclical
66.7K
+ 190.43%
$31.83 - $39.8 $2.12M - $2.66M
102K $3.31M
SPGI
S&P Global Inc.

Financial Services
1.18K
+ 1.15%
$478.26 - $543.77 $565K - $642K
104K $52.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.29K
+ 43.4%
$169.43 - $182.84 $1.23M - $1.33M
24.1K $4.17M
LECO
Lincoln Electric Holdings Inc

Industrials
2.77K
+ 1.43%
$180.51 - $216.81 $499K - $600K
196K $37.1M
RTX
Raytheon Technologies Corp

Industrials
1.12K
+ 2.89%
$114.1 - $135.66 $128K - $152K
39.9K $5.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
373
+ 0.49%
$74.85 - $84.89 $27.9K - $31.7K
76.3K $6.23M
ROP
Roper Technologies Inc

Industrials
305
+ 6.83%
$502.71 - $593.81 $153K - $181K
4.77K $2.81M
V
Visa Inc.

Financial Services
325
+ 3.7%
$306.92 - $362.71 $99.7K - $118K
9.12K $3.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.86K
+ 59.72%
$119.38 - $161.42 $461K - $623K
10.3K $1.23M
ADP
Automatic Data Processing Inc

Industrials
10
+ 0.04%
$286.85 - $318.64 $2.87K - $3.19K
28.2K $8.6M
SITE
Site One Landscape Supply, Inc.

Industrials
3.07K
+ 124.34%
$120.25 - $147.7 $369K - $453K
5.54K $672K
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 1.88%
$158.56 - $176.26 $172K - $191K
58.8K $10M
VRT
Vertiv Holdings CO

Industrials
3.42K
New
N/A
3.42K $295K
BX
Blackstone Inc.

Financial Services
1.9K
New
$136.53 - $186.74 $259K - $355K
1.9K $265K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.01K
New
$126.11 - $135.06 $253K - $271K
2.01K $255K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
8.96K
New
$25.64 - $27.7 $230K - $248K
8.96K $233K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.83K
New
$56.51 - $62.98 $217K - $241K
3.83K $233K
WELL
Welltower Inc.

Real Estate
1.47K
New
$124.05 - $156.86 $183K - $231K
1.47K $225K
ARES
Ares Management Corp

Financial Services
1.5K
New
$140.19 - $198.28 $210K - $297K
1.5K $219K
LLY
Eli Lilly & CO

Healthcare
259
New
$725.72 - $929.72 $188K - $241K
259 $213K
VEA
Vanguard Ftse Developed Market

ETFs
247
+ 0.42%
$47.4 - $52.99 $11.7K - $13.1K
58.5K $3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.5K
New
$58.32 - $65.09 $204K - $228K
3.5K $210K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
800
New
$254.58 - $302.92 $204K - $242K
800 $204K
BC
Brunswick Corp

Consumer Cyclical
7.43K
+ 32.9%
$53.49 - $70.51 $398K - $524K
30K $1.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19
+ 0.02%
$42.5 - $46.71 $808 - $887
122K $5.51M
EW
Edwards Lifesciences Corp

Healthcare
17.8K
+ 2.41%
$67.95 - $76.19 $1.21M - $1.36M
757K $54.8M
AMGN
Amgen Inc

Healthcare
115
+ 5.62%
$258.59 - $327.36 $29.7K - $37.6K
2.16K $672K
IVE
Ishares S&P 500 Value ETF

ETFs
651
+ 17.43%
$185.78 - $198.58 $121K - $129K
4.39K $835K
WMT
Walmart Inc.

Consumer Defensive
1.56K
+ 16.17%
$84.5 - $105.05 $132K - $164K
11.2K $986K
PLTR
Palantir Technologies Inc.

Technology
892
+ 22.82%
$64.98 - $124.62 $58K - $111K
4.8K $405K
NTR
Nutrien Ltd.

Basic Materials
1.1K
+ 10.05%
$45.28 - $53.84 $49.8K - $59.2K
12.1K $598K
UNP
Union Pacific Corp

Industrials
117
+ 1.39%
$225.21 - $254.42 $26.3K - $29.8K
8.56K $2.02M
EEM
Ishares Msci Emerging Markets

ETFs
110
+ 0.29%
$40.81 - $45.34 $4.49K - $4.99K
37.9K $1.66M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.53K
+ 26.94%
$37.84 - $44.02 $95.7K - $111K
11.9K $457K
PAYX
Paychex Inc

Industrials
120
+ 6.0%
$136.06 - $154.52 $16.3K - $18.5K
2.12K $327K
IDXX
Idexx Laboratories Inc

Healthcare
80
+ 4.37%
$406.29 - $469.04 $32.5K - $37.5K
1.91K $802K
COPX
Global X Copper Miners ETF

ETFs
360
+ 1.25%
$37.72 - $43.32 $13.6K - $15.6K
29.2K $1.14M
XYL
Xylem Inc.

Industrials
242
+ 9.19%
$114.02 - $132.04 $27.6K - $32K
2.88K $343K
NEE
Nextera Energy Inc

Utilities
1.33K
+ 1.79%
$66.96 - $76.16 $89K - $101K
75.4K $5.35M
DHR
Danaher Corp

Healthcare
490
+ 16.83%
$201.62 - $250.59 $98.8K - $123K
3.4K $697K
EFG
Msci Eafe Growth ETF

ETFs
77
+ 1.43%
$96.1 - $106.37 $7.4K - $8.19K
5.45K $545K
DSI
Ishares Msci Kld 400 Social Et

ETFs
344
+ 11.41%
$101.98 - $115.66 $35.1K - $39.8K
3.36K $342K
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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