Bradley Foster & Sargent Inc Purchases in Q2 2025

Bradley Foster & Sargent Inc

  • $6.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.13K
+ 19.11%
$456.74 - $568.03 $1.43M - $1.78M
19.5K $11.1M
MTN
Vail Resorts Inc

Consumer Cyclical
16.4K
New
$131.42 - $164.64 $2.16M - $2.7M
16.4K $2.58M
DIS
Walt Disney CO

Communication Services
2.17K
+ 2.44%
$81.72 - $124.01 $178K - $270K
91.1K $11.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
6.72K
+ 18.03%
$160.22 - $209.35 $1.08M - $1.41M
44K $9.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.2K
+ 9.37%
$74.88 - $91.97 $1.07M - $1.31M
166K $15.3M
XYL
Xylem Inc.

Industrials
17.6K
+ 613.85%
$102.86 - $129.5 $1.81M - $2.28M
20.5K $2.65M
GS
Goldman Sachs Group Inc

Financial Services
1.38K
+ 17.59%
$462.22 - $707.75 $638K - $977K
9.23K $6.53M
CCJ
Cameco Corp

Energy
316
+ 0.48%
$36.68 - $74.46 $11.6K - $23.5K
65.9K $4.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.1K
+ 241.28%
$90.56 - $109.49 $1.64M - $1.98M
25.6K $2.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.7K
+ 49.28%
$51.16 - $62.02 $1.42M - $1.72M
83.9K $5.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
67.3K
New
$22.92 - $28.05 $1.54M - $1.89M
67.3K $1.89M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.29K
+ 3.42%
$272.36 - $339.57 $352K - $438K
39K $13.3M
FISV
Fiserv Inc

Technology
12.3K
+ 2.28%
N/A
552K $69M
IWM
Ishares Russell 2000 ETF

ETFs
4.51K
+ 13.51%
$174.82 - $215.79 $789K - $974K
37.9K $8.18M
EQT
Eqt Corp

Energy
17.7K
+ 20.63%
$46.11 - $60.44 $815K - $1.07M
103K $6.03M
NFLX
Netflix Inc

Communication Services
489
+ 27.64%
$855.86 - $1339.13 $419K - $655K
2.26K $3.02M
WASH
Washington Trust Bancorp Inc

Financial Services
48.3K
New
$26.08 - $30.06 $1.26M - $1.45M
48.3K $1.37M
VIG
Vanguard Dividend Appreciation

ETFs
7.24K
+ 14.83%
N/A
56K $10.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.46K
+ 274.06%
$114.78 - $133.31 $1.09M - $1.26M
12.9K $1.72M
V
Visa Inc.

Financial Services
2.55K
+ 4.16%
$308.27 - $373.31 $785K - $951K
63.7K $22.6M
APG
A Pi Group Corp

Industrials
2.11K
+ 3.11%
$32.2 - $51.23 $68.1K - $108K
70.2K $3.58M
HAS
Hasbro, Inc.

Consumer Cyclical
15.5K
New
$50.71 - $73.82 $785K - $1.14M
15.5K $1.14M
PANW
Palo Alto Networks Inc

Technology
2.38K
+ 12.54%
$152.44 - $204.64 $363K - $488K
21.4K $4.38M
RXST
Rx Sight, Inc.

Healthcare
86.1K
New
$13.0 - $26.12 $1.12M - $2.25M
86.1K $1.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.2K
New
$61.79 - $76.67 $880K - $1.09M
14.2K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
9.05K
New
$89.8 - $112.0 $813K - $1.01M
9.05K $1.01M
TT
Trane Technologies PLC

Industrials
972
+ 18.39%
$315.21 - $437.41 $306K - $425K
6.26K $2.74M
ARCC
Ares Capital Corp

Financial Services
43.3K
New
$18.91 - $22.43 $819K - $972K
43.3K $951K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.1K
New
$45.88 - $54.4 $785K - $931K
17.1K $931K
BK
Bank Of New York Mellon Corp

Financial Services
2.49K
+ 2.63%
$73.31 - $91.62 $183K - $228K
97.2K $8.85M
BKNG
Booking Holdings Inc.

Consumer Cyclical
95
+ 31.05%
$4164.15 - $5789.24 $396K - $550K
401 $2.32M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.89K
+ 31.52%
$54.19 - $67.22 $536K - $665K
41.3K $2.77M
KEYS
Keysight Technologies, Inc.

Technology
3.43K
+ 18.8%
$127.02 - $165.4 $436K - $568K
21.7K $3.56M
ALK
Alaska Air Group, Inc.

Industrials
16K
New
$41.01 - $54.88 $655K - $877K
16K $790K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.09K
+ 1.57%
$152.93 - $181.74 $166K - $197K
70.3K $12.8M
CSGS
Csg Systems International Inc

Technology
11.8K
New
$56.51 - $66.33 $666K - $782K
11.8K $769K
NRG
Nrg Energy, Inc.

Utilities
4.73K
New
$83.61 - $162.67 $395K - $769K
4.73K $759K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.2K
New
$24.32 - $27.87 $662K - $759K
27.2K $721K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.38K
+ 30.06%
$104.34 - $138.68 $353K - $469K
14.6K $2.03M
CNXC
Concentrix Corp

Technology
13.2K
New
$45.73 - $57.88 $604K - $764K
13.2K $697K
MMM
3 M CO

Industrials
2.87K
+ 5.94%
$126.09 - $154.15 $362K - $442K
51.2K $7.79M
RCII
Rent A Center Inc De

Industrials
26K
New
N/A
26K $693K
MPLX
Mplx LP

Energy
13.4K
New
$46.68 - $53.89 $627K - $723K
13.4K $691K
HSY
Hershey CO

Consumer Defensive
4.14K
+ 80.36%
$151.29 - $173.13 $626K - $717K
9.29K $1.54M
APAM
Artisan Partners Asset Management Inc.

Financial Services
14.6K
New
$33.85 - $44.55 $495K - $651K
14.6K $647K
IYF
Ishares Tr

ETFs
5.34K
New
$99.23 - $120.99 $530K - $646K
5.34K $645K
FIVN
Five9, Inc.

Technology
24K
New
$21.54 - $29.56 $516K - $708K
24K $634K
GUNR
Flexshares Tr Morningstar Glob

ETFs
15.8K
New
$33.77 - $41.16 $534K - $650K
15.8K $633K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.57K
New
$99.37 - $134.05 $553K - $746K
5.57K $631K
Activity Summary
Buys All Purchases 280 New Holdings 100 Increased Positions 180 Sells All Sells 195 Reductions 195 Sold out 0 Options Calls 0 Puts 0
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