Choate Investment Advisors Sells in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-393K
- 86.43%
$90.56 - $109.49 $35.6M - $43M
61.6K $6.74M
UNH
Unitedhealth Group Inc

Healthcare
-38.7K
- 75.86%
$274.35 - $599.47 $10.6M - $23.2M
12.3K $3.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-14.3K
- 52.47%
$390.26 - $489.06 $5.57M - $6.98M
12.9K $5.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.39K
- 2.04%
$483.48 - $539.8 $674K - $752K
66.8K $32.5M
PEP
Pepsico Inc

Consumer Defensive
-7.95K
- 5.91%
$128.02 - $151.37 $1.02M - $1.2M
127K $16.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-88.1K
- 60.99%
$32.56 - $35.71 $2.87M - $3.15M
56.3K $1.86M
AMT
American Tower Corp

Real Estate
-7.04K
- 48.06%
$203.96 - $228.19 $1.44M - $1.61M
7.6K $1.68M
NKE
Nike, Inc.

Consumer Cyclical
-24K
- 50.13%
$53.27 - $72.04 $1.28M - $1.73M
23.9K $1.7M
CVX
Chevron Corp

Energy
-3.87K
- 12.1%
$133.73 - $168.51 $517K - $651K
28.1K $4.02M
VBR
Vanguard Small Cap Value ETF

ETFs
-7.68K
- 27.89%
$162.76 - $195.77 $1.25M - $1.5M
19.8K $3.87M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.9K
- 26.37%
$91.43 - $91.74 $1.09M - $1.09M
33.1K $3.04M
COP
Conocophillips

Energy
-137
- 0.2%
$82.66 - $106.1 $11.3K - $14.5K
68.4K $6.14M
EPD
Enterprise Products Partners L.P.

Energy
-1.5K
- 0.5%
$28.95 - $34.22 $43.5K - $51.4K
296K $9.19M
EOG
Eog Resources Inc

Energy
-2.34K
- 2.95%
$104.61 - $129.97 $245K - $304K
77.1K $9.22M
ALC
Alcon Inc

Healthcare
-2.18K
- 1.91%
$82.88 - $98.3 $180K - $214K
112K $9.88M
PAR
Par Technology Corp

Technology
-14.1K
- 54.32%
$50.87 - $69.82 $716K - $982K
11.8K $820K
GILD
Gilead Sciences, Inc.

Healthcare
-6.24K
- 63.6%
$96.91 - $113.0 $605K - $705K
3.57K $395K
ALL
Allstate Corp

Financial Services
-2.69K
- 12.05%
$180.53 - $212.64 $486K - $572K
19.6K $3.95M
DHR
Danaher Corp

Healthcare
-1.2K
- 2.29%
$174.64 - $205.16 $209K - $246K
51.2K $10.1M
HON
Honeywell International Inc

Industrials
-4.4K
- 21.09%
$182.86 - $232.88 $804K - $1.02M
16.4K $3.83M
NEE
Nextera Energy Inc

Utilities
-6.46K
- 12.08%
$64.11 - $75.0 $414K - $485K
47K $3.26M
KO
Coca Cola CO

Consumer Defensive
-5.86K
- 9.66%
$68.37 - $73.9 $401K - $433K
54.8K $3.88M
IWS
Ishares Russell Midcap Value E

ETFs
-3.42K
- 92.07%
$110.58 - $132.14 $379K - $452K
295 $38K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.22K
- 3.38%
$99.1 - $99.49 $418K - $420K
121K $12M
ACN
Accenture PLC

Technology
-814
- 6.22%
$279.23 - $323.21 $227K - $263K
12.3K $3.67M
AWK
American Water Works Company, Inc.

Utilities
-2.44K
- 29.79%
$133.82 - $151.96 $327K - $371K
5.75K $799K
MTD
Mettler Toledo International Inc

Healthcare
-302
- 14.18%
$970.15 - $1216.57 $293K - $367K
1.83K $2.15M
AFL
Aflac Inc

Financial Services
-1.27K
- 3.5%
$99.77 - $112.45 $126K - $142K
34.9K $3.68M
UNP
Union Pacific Corp

Industrials
-834
- 4.04%
$208.27 - $238.46 $174K - $199K
19.8K $4.56M
TXN
Texas Instruments Inc

Technology
-1.64K
- 14.81%
N/A
9.42K $1.83M
ATR
Aptargroup, Inc.

Healthcare
-6.84K
- 7.25%
$133.66 - $158.53 $915K - $1.08M
87.5K $13.7M
UPS
United Parcel Service Inc

Industrials
-2.35K
- 43.7%
$91.92 - $110.2 $216K - $259K
3.03K $305K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-183
- 4.08%
$421.16 - $509.5 $77.1K - $93.2K
4.3K $1.92M
LOW
Lowes Companies Inc

Consumer Cyclical
-315
- 2.02%
$210.83 - $235.28 $66.4K - $74.1K
15.3K $3.39M
ROP
Roper Technologies Inc

Industrials
-308
- 11.78%
$519.19 - $590.78 $160K - $182K
2.31K $1.31M
BP
Bp PLC

Energy
-4.27K
- 18.49%
$26.11 - $33.81 $111K - $144K
18.8K $563K
ZTS
Zoetis Inc.

Healthcare
-1.02K
- 23.64%
$144.41 - $170.3 $147K - $174K
3.29K $513K
NOC
Northrop Grumman Corp

Industrials
-331
- 18.18%
$456.3 - $540.39 $151K - $179K
1.49K $744K
PLD
Prologis, Inc.

Real Estate
-1.3K
- 17.09%
$89.76 - $112.34 $117K - $146K
6.32K $663K
STZ
Constellation Brands, Inc.

Consumer Defensive
-399
- 7.83%
$160.0 - $195.62 $63.8K - $78.1K
4.7K $763K
CMCSA
Comcast Corp

Communication Services
-2.67K
- 6.97%
$32.84 - $36.72 $87.6K - $97.9K
35.6K $1.27M
SYK
Stryker Corp

Healthcare
-975
- 9.3%
$337.37 - $395.63 $329K - $386K
9.51K $3.76M
SEB
Seaboard Corp

Industrials
-59
- 32.78%
$2459.69 - $2911.09 $145K - $172K
121 $346K
IEMG
Ishares Inc

ETFs
-2.58K
- 12.85%
N/A
17.5K $938K
BDX
Becton Dickinson & CO

Healthcare
-118
- 5.96%
$165.15 - $226.42 $19.5K - $26.7K
1.86K $320K
VTV
Vanguard Value ETF

ETFs
-995
- 8.34%
$153.67 - $176.74 $153K - $176K
10.9K $1.93M
UL
Unilever PLC

Consumer Defensive
-2.65K
- 9.78%
$57.9 - $65.43 $153K - $173K
24.4K $1.49M
NUE
Nucor Corp

Basic Materials
-1.37K
- 21.11%
$103.22 - $131.43 $142K - $180K
5.12K $663K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.86K
- 19.99%
$51.14 - $57.0 $95K - $106K
7.44K $422K
Activity Summary
Buys All Purchases 224 New Holdings 94 Increased Positions 130 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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