Choate Investment Advisors Reduced Holdings in Q3 2025

Choate Investment Advisors

  • $4.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.7M
- 98.02%
$100.37 - $100.74 $171M - $172M
34.5K $3.48M
VO
Vanguard Mid Cap ETF

ETFs
-374K
- 95.39%
$279.83 - $293.74 $105M - $110M
18.1K $5.32M
NVO
Novo Nordisk A S

Healthcare
-93.2K
- 43.6%
$45.38 - $71.7 $4.23M - $6.68M
121K $6.69M
PG
Procter & Gamble CO

Consumer Defensive
-37K
- 15.09%
$150.47 - $161.22 $5.56M - $5.96M
208K $31.9M
MUB
Ishares National Muni Bond ETF

ETFs
-82.5K
- 6.32%
$103.24 - $106.68 $8.52M - $8.8M
1.22M $130M
DIS
Walt Disney CO

Communication Services
-29.4K
- 25.59%
$112.25 - $124.0 $3.29M - $3.64M
85.4K $9.77M
ATR
Aptargroup, Inc.

Healthcare
-12.9K
- 14.78%
$130.82 - $161.82 $1.69M - $2.09M
74.6K $9.97M
PGR
Progressive Corp

Financial Services
-8.19K
- 11.11%
$238.61 - $264.3 $1.95M - $2.17M
65.6K $16.2M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-31.7K
- 26.24%
$99.12 - $99.52 $3.14M - $3.15M
89.1K $8.86M
ALC
Alcon Inc

Healthcare
-10.8K
- 9.63%
$73.24 - $92.22 $790K - $994K
101K $7.54M
DHR
Danaher Corp

Healthcare
-9.73K
- 18.98%
$181.46 - $212.2 $1.76M - $2.06M
41.5K $8.23M
CNI
Canadian National Railway CO

Industrials
-3.58K
- 2.51%
$92.01 - $106.6 $330K - $382K
139K $13.1M
V
Visa Inc.

Financial Services
-462
- 0.44%
$332.09 - $358.86 $153K - $166K
104K $35.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18K
- 29.23%
$108.46 - $120.63 $1.95M - $2.17M
43.6K $5.18M
TYL
Tyler Technologies Inc

Technology
-1.05K
- 7.95%
$522.22 - $611.76 $548K - $642K
12.2K $6.36M
FISV
Fiserv Inc

Technology
-11K
- 5.23%
N/A
200K $25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.95K
- 14.3%
$181.56 - $190.33 $1.81M - $1.89M
59.6K $11.3M
MSCI
Msci Inc.

Financial Services
-1.58K
- 5.47%
$526.48 - $588.0 $831K - $928K
27.3K $15.5M
PEP
Pepsico Inc

Consumer Defensive
-15.6K
- 12.3%
$133.81 - $152.16 $2.08M - $2.37M
111K $15.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.1K
- 36.57%
$91.44 - $91.77 $1.11M - $1.11M
21K $1.93M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-21.2K
- 37.55%
$25.5 - $35.2 $540K - $745K
35.2K $897K
UNH
Unitedhealth Group Inc

Healthcare
-3.19K
- 25.95%
$237.77 - $353.61 $759K - $1.13M
9.11K $3.15M
EW
Edwards Lifesciences Corp

Healthcare
-8.17K
- 6.78%
$73.75 - $81.83 $603K - $669K
112K $8.74M
ACN
Accenture PLC

Technology
-75
- 0.61%
$232.56 - $304.78 $17.4K - $22.9K
12.2K $3.01M
SPGI
S&P Global Inc.

Financial Services
-168
- 1.27%
$484.94 - $564.15 $81.5K - $94.8K
13K $6.34M
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.02%
$486.13 - $544.55 $1.46K - $1.63K
13.3K $6.55M
HON
Honeywell International Inc

Industrials
-905
- 5.5%
$207.7 - $240.4 $188K - $218K
15.5K $3.27M
EPD
Enterprise Products Partners L.P.

Energy
-19.8K
- 6.68%
$30.74 - $32.14 $608K - $636K
276K $8.65M
UNP
Union Pacific Corp

Industrials
-2.8K
- 14.14%
$214.91 - $237.16 $602K - $665K
17K $4.02M
CTSH
Cognizant Technology Solutions Corp

Technology
-505
- 1.17%
$66.67 - $80.98 $33.7K - $40.9K
42.6K $2.86M
AMT
American Tower Corp

Real Estate
-1.47K
- 19.33%
$192.32 - $232.35 $283K - $342K
6.13K $1.18M
EMR
Emerson Electric CO

Industrials
-2.41K
- 2.81%
$128.6 - $149.63 $310K - $360K
83.2K $10.9M
NKE
Nike, Inc.

Consumer Cyclical
-5.97K
- 24.99%
$69.24 - $79.24 $414K - $473K
17.9K $1.25M
AMGN
Amgen Inc

Healthcare
-1.75K
- 10.75%
$271.18 - $309.22 $473K - $540K
14.5K $4.09M
TM
Toyota Motor Corp

Consumer Cyclical
-2.75K
- 61.5%
$167.86 - $202.79 $461K - $557K
1.72K $328K
ECL
Ecolab Inc.

Basic Materials
-2.05K
- 5.74%
$259.39 - $285.47 $533K - $586K
33.7K $9.23M
PAR
Par Technology Corp

Technology
-469
- 3.96%
$39.58 - $71.23 $18.6K - $33.4K
11.4K $449K
DE
Deere & CO

Industrials
-50
- 0.75%
$457.26 - $524.37 $22.9K - $26.2K
6.62K $3.03M
CVS
Cvs Health Corp

Healthcare
-6.2K
- 36.39%
$58.75 - $76.5 $364K - $474K
10.8K $816K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-311
- 7.23%
$366.54 - $479.53 $114K - $149K
3.99K $1.56M
CSCO
Cisco Systems, Inc.

Technology
-3.54K
- 3.38%
$66.2 - $71.79 $235K - $254K
101K $6.92M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 5.88%
$692600.0 - $759798.0 $693K - $760K
16 $12.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-238
- 1.78%
$138.59 - $171.12 $33K - $40.7K
13.1K $1.85M
TT
Trane Technologies PLC

Industrials
-492
- 29.27%
$398.96 - $472.54 $196K - $232K
1.19K $501K
ISRG
Intuitive Surgical Inc

Healthcare
-54
- 2.52%
$433.66 - $544.47 $23.4K - $29.4K
2.09K $936K
CMCSA
Comcast Corp

Communication Services
-2.41K
- 6.77%
$31.41 - $36.33 $75.6K - $87.5K
33.2K $1.04M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.69K
- 15.87%
$185.88 - $207.44 $315K - $351K
8.97K $1.8M
XLP
Consumer Staples Sector Spdr

ETFs
-2.37K
- 13.33%
N/A
15.4K $1.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.91K
- 27.71%
$65.64 - $78.22 $126K - $150K
4.99K $334K
Activity Summary
Buys All Purchases 176 New Holdings 23 Increased Positions 153 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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