Chesley Taft & Associates LLC Sells in Q2 2025

Chesley Taft & Associates LLC

  • $2.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-137
- 2.31%
$45.71 - $61.66 $6.26K - $8.45K
5.79K $279K
PSA
Public Storage

Real Estate
-250
- 16.34%
$266.31 - $309.77 $66.6K - $77.4K
1.28K $375K
CMS
Cms Energy Corp

Utilities
-150
- 1.27%
$68.57 - $75.51 $10.3K - $11.3K
11.7K $807K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-50
- 10.31%
$483.07 - $625.6 $24.2K - $31.3K
435 $228K
HSY
Hershey CO

Consumer Defensive
-38
- 0.28%
$151.29 - $173.13 $5.75K - $6.58K
13.7K $2.27M
BMY
Bristol Myers Squibb CO

Healthcare
-31
- 0.65%
$44.12 - $59.6 $1.37K - $1.85K
4.72K $218K
IEMG
Ishares Inc

ETFs
-1.14K
- 3.86%
N/A
28.3K $1.52M
FDX
Fedex Corp

Industrials
-120
- 6.17%
$198.07 - $245.17 $23.8K - $29.4K
1.83K $415K
IEF
Ishares Barclays

ETFs
-600
- 13.95%
$93.15 - $96.56 $55.9K - $57.9K
3.7K $354K
SR
Spire Inc

Utilities
-410
- 9.77%
$71.03 - $79.07 $29.1K - $32.4K
3.79K $276K
WEC
Wec Energy Group, Inc.

Utilities
-52
- 1.13%
$102.24 - $109.76 $5.32K - $5.71K
4.56K $475K
MBB
Ishares Tr

ETFs
-280
- 11.47%
$91.41 - $94.22 $25.6K - $26.4K
2.16K $202K
UHS
Universal Health Services Inc

Healthcare
-70
- 3.74%
$157.05 - $197.94 $11K - $13.9K
1.8K $326K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-675
- 8.85%
$29.82 - $30.19 $20.1K - $20.4K
6.95K $209K
OLED
Universal Display Corp Pa

Technology
-250
- 12.5%
$106.6 - $161.02 $26.7K - $40.3K
1.75K $270K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.2K
- 9.0%
$23.55 - $27.67 $28.3K - $33.2K
12.1K $335K
HYD
Vaneck High Yield Muni ETF

ETFs
-50
- 0.54%
$49.08 - $51.35 $2.45K - $2.57K
9.15K $459K
VUSB
Vanguard Bd Index Fds
-1.77K
- 2.88%
N/A
59.6K $0
Linde PLC
-512
- 4.69%
N/A
10.4K $0
SYY
Sysco Corp

Consumer Defensive
-270
- 0.94%
$68.0 - $75.91 $18.4K - $20.5K
28.5K $2.16M
Veralto Corp
-444
- 14.31%
N/A
2.66K $0
Ferguson Enterprises Inc
-606
- 10.66%
N/A
5.08K $0
Blackrock Inc
-124
- 2.82%
N/A
4.28K $0
V
Visa Inc.

Financial Services
-1.66K
- 1.29%
$308.27 - $373.31 $512K - $620K
127K $45.1M
CME
Cme Group Inc.

Financial Services
-58
- 3.41%
$252.37 - $290.71 $14.6K - $16.9K
1.64K $452K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-388
- 10.92%
$65.04 - $82.18 $25.2K - $31.9K
3.16K $260K
CRM
Salesforce, Inc.

Technology
-739
- 1.51%
$236.26 - $291.15 $175K - $215K
48.2K $13.1M
XLF
Financial Sector Spdr

ETFs
-16.2K
- 5.89%
$43.92 - $52.37 $710K - $846K
258K $13.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-40
- 1.1%
$162.76 - $195.77 $6.51K - $7.83K
3.59K $699K
HBAN
Huntington Bancshares Inc

Financial Services
-205
- 1.09%
$12.49 - $16.76 $2.56K - $3.44K
18.7K $312K
GM
General Motors CO

Consumer Cyclical
-21
- 0.15%
$42.48 - $50.46 $892 - $1.06K
14.2K $698K
WMT
Walmart Inc.

Consumer Defensive
-150
- 2.83%
$81.79 - $99.98 $12.3K - $15K
5.16K $504K
XYL
Xylem Inc.

Industrials
-875
- 5.64%
$102.86 - $129.5 $90K - $113K
14.6K $1.89M
VT
Vanguard Total World Stk Index

ETFs
-31
- 0.79%
$103.16 - $128.52 $3.2K - $3.98K
3.87K $497K
VTV
Vanguard Value ETF

ETFs
-550
- 2.23%
$153.67 - $176.74 $84.5K - $97.2K
24.2K $4.27M
ARES
Ares Management Corp

Financial Services
-1.73K
- 13.19%
$118.04 - $175.83 $204K - $304K
11.4K $1.97M
XLK
Technology Sector Spdr

ETFs
-42
- 3.12%
$179.73 - $253.23 $7.55K - $10.6K
1.3K $329K
QCOM
Qualcomm Inc

Technology
-225
- 1.37%
$124.66 - $159.48 $28K - $35.9K
16.2K $2.58M
GOOGL
Alphabet Inc.

Communication Services
-13.9K
- 12.01%
$144.7 - $178.6 $2.01M - $2.48M
102K $17.9M
GLW
Corning Inc

Technology
-21
- 0.16%
$39.07 - $52.59 $820 - $1.1K
13.1K $689K
IVW
Ishares S&P 500 Growth ETF

ETFs
-300
- 3.84%
$82.96 - $110.1 $24.9K - $33K
7.52K $827K
LHX
L3 Harris Technologies, Inc.

Industrials
-14
- 0.52%
$200.21 - $256.99 $2.8K - $3.6K
2.66K $666K
EW
Edwards Lifesciences Corp

Healthcare
-285
- 1.05%
$67.07 - $78.22 $19.1K - $22.3K
26.8K $2.1M
INDA
Ishares Msci India Index Fund

ETFs
-149
- 0.44%
$49.13 - $55.86 $7.32K - $8.32K
33.9K $1.89M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-900
- 1.26%
$19.1 - $23.83 $17.2K - $21.4K
70.6K $1.68M
MA
Mastercard Inc

Financial Services
-1.02K
- 1.94%
$479.92 - $590.74 $491K - $604K
51.6K $29M
NEM
Newmont Corp

Basic Materials
-340
- 1.83%
$44.18 - $59.46 $15K - $20.2K
18.3K $1.06M
IRM
Iron Mountain Inc

Real Estate
-175
- 1.5%
$76.93 - $105.25 $13.5K - $18.4K
11.5K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-14
- 0.45%
$221.86 - $362.89 $3.11K - $5.08K
3.09K $982K
Activity Summary
Buys All Purchases 139 New Holdings 16 Increased Positions 123 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Chesley Taft & Associates LLC Portfolio

Follow Chesley Taft & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chesley Taft & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chesley Taft & Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email