Birch Hill Investment Advisors LLC Sells in Q2 2025

Birch Hill Investment Advisors LLC

  • $2.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-20
- 0.46%
$168.34 - $195.42 $3.37K - $3.91K
4.37K $853K
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.59%
$243.75 - $303.93 $1.22K - $1.52K
836 $254K
NTR
Nutrien Ltd.

Basic Materials
-1.2K
- 9.96%
$46.88 - $62.89 $56.3K - $75.5K
10.9K $631K
MS
Morgan Stanley

Financial Services
-100
- 5.07%
$99.83 - $140.86 $9.98K - $14.1K
1.87K $263K
DOV
Dover Corp

Industrials
-90
- 1.29%
$151.14 - $186.7 $13.6K - $16.8K
6.88K $1.26M
IEFA
Ishares Tr

ETFs
-70
- 1.24%
$67.83 - $84.09 $4.75K - $5.89K
5.6K $467K
SPY
Spdr S&P 500 ETF Trust

ETFs
-204
- 6.98%
$496.48 - $617.85 $101K - $126K
2.72K $1.68M
IWR
Ishares Russell Mid Cap ETF

ETFs
-20
- 0.18%
$74.88 - $91.97 $1.5K - $1.84K
10.8K $993K
TSLA
Tesla, Inc.

Consumer Cyclical
-196
- 8.2%
$221.86 - $362.89 $43.5K - $71.1K
2.2K $697K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-50
- 2.43%
$456.74 - $568.03 $22.8K - $28.4K
2.01K $1.14M
CARR
Carrier Global Corp

Industrials
-800
- 3.83%
$55.55 - $75.83 $44.4K - $60.7K
20.1K $1.47M
IWM
Ishares Russell 2000 ETF

ETFs
-409
- 2.83%
$174.82 - $215.79 $71.5K - $88.3K
14.1K $3.03M
USB
Us Bancorp \De\

Financial Services
-205
- 0.4%
$36.4 - $45.76 $7.46K - $9.38K
51.4K $2.33M
COPX
Global X Copper Miners ETF

ETFs
-220
- 0.75%
$31.24 - $45.59 $6.87K - $10K
29K $1.31M
EEM
Ishares Msci Emerging Markets

ETFs
-8
- 0.02%
$38.52 - $48.28 $308 - $386
37.9K $1.83M
CAT
Caterpillar Inc

Industrials
-54
- 1.32%
$273.94 - $388.21 $14.8K - $21K
4.04K $1.57M
PLTR
Palantir Technologies Inc.

Technology
-215
- 4.48%
$74.01 - $144.25 $15.9K - $31K
4.59K $625K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 1.38%
$4164.15 - $5789.24 $12.5K - $17.4K
215 $1.24M
GE
General Electric CO

Industrials
-7
- 0.12%
$166.81 - $257.39 $1.17K - $1.8K
5.84K $1.5M
RTX
Raytheon Technologies Corp

Industrials
-1.05K
- 2.63%
$113.75 - $148.48 $119K - $156K
38.8K $5.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-73
- 0.06%
$51.16 - $62.02 $3.73K - $4.53K
117K $7.24M
COST
Costco Wholesale Corp

Consumer Defensive
-996
- 2.72%
$908.13 - $1056.85 $904K - $1.05M
35.7K $35.3M
BAC
Bank Of America Corp

Financial Services
-6.11K
- 2.75%
$34.39 - $47.46 $210K - $290K
216K $10.2M
GWW
W.W. Grainger, Inc.

Industrials
-23
- 0.11%
$919.93 - $1101.66 $21.2K - $25.3K
20.2K $21M
KR
Kroger CO

Consumer Defensive
-22.7K
- 2.6%
$64.62 - $74.0 $1.46M - $1.68M
850K $61M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.82K
- 1.64%
$60.61 - $87.72 $110K - $160K
109K $9.26M
ADI
Analog Devices Inc

Technology
-10.7K
- 8.39%
$164.6 - $238.02 $1.76M - $2.54M
116K $27.7M
AVGO
Broadcom Inc.

Technology
-3.1K
- 10.82%
$146.29 - $275.65 $454K - $855K
25.6K $7.05M
IVV
Ishares Core S&P 500 ETF

ETFs
-183
- 0.44%
$498.8 - $620.9 $91.3K - $114K
41.2K $25.6M
ORCL
Oracle Corp

Technology
-1.05K
- 3.15%
$122.82 - $218.63 $129K - $229K
32.3K $7.05M
ECL
Ecolab Inc.

Basic Materials
-8.22K
- 2.71%
$225.65 - $270.95 $1.86M - $2.23M
295K $79.6M
GOOG
Alphabet Inc.

Communication Services
-8.93K
- 4.1%
$146.58 - $180.01 $1.31M - $1.61M
209K $37.1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.12K
- 1.09%
$210.28 - $289.91 $236K - $325K
101K $29.4M
GOOGL
Alphabet Inc.

Communication Services
-24.2K
- 5.42%
$144.7 - $178.6 $3.5M - $4.31M
421K $74.3M
IBM
International Business Machines Corp

Technology
-2.49K
- 0.91%
$221.03 - $294.78 $550K - $734K
270K $79.7M
INTU
Intuit Inc

Technology
-3.19K
- 3.73%
$544.07 - $787.63 $1.74M - $2.51M
82.4K $64.9M
ROK
Rockwell Automation, Inc

Industrials
-512
- 0.26%
$218.97 - $332.17 $112K - $170K
197K $65.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-816
- 0.15%
$167.32 - $223.3 $137K - $182K
546K $120M
APH
Amphenol Corp

Technology
-12.4K
- 1.57%
$59.09 - $98.75 $731K - $1.22M
775K $76.6M
MSFT
Microsoft Corp

Technology
-275
- 0.1%
$354.56 - $497.45 $97.5K - $137K
283K $141M
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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