Equitable Trust CO Purchases and Sells in Q2 2025

Equitable Trust CO

$1.93 Billion
Q2 2025

Top Buys

Incresed Positions

150 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	71.3K + 29.0%	$456.74 - $568.03 $32.6M - $40.5M	317K $180M
MSFT	2.54K + 1.96%	$354.56 - $497.45 $901K - $1.26M	132K $65.7M
SPY	23.3K + 108.97%	$496.48 - $617.85 $11.6M - $14.4M	44.6K $27.6M
SHOP	79.3K + 32.17%	$76.89 - $115.35 $6.1M - $9.15M	326K $37.6M
IXUS	135K + 32.48%	$62.37 - $77.63 $8.44M - $10.5M	552K $42.7M
ORCL	39.4K + 63.4%	$122.82 - $218.63 $4.84M - $8.62M	102K $22.2M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
URI	4.19K New	$551.94 - $753.4 $2.31M - $3.16M	4.19K $3.16M
NXPI	7.66K New	$153.5 - $218.72 $1.18M - $1.68M	7.66K $1.67M
IQV	7.24K New	$137.0 - $174.37 $992K - $1.26M	7.24K $1.14M
DAL	18.8K New	$35.88 - $52.99 $676K - $998K	18.8K $926K
FAF	6.03K New	$54.11 - $67.0 $326K - $404K	6.03K $370K
ACNB	8.28K New	$38.45 - $44.18 $318K - $366K	8.28K $354K

Top Sells

Reduced Positions

177 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	-409K - 17.85%	$56.1 - $64.74 $23M - $26.5M	1.88M $117M
XLE	-60.5K - 15.34%	$76.44 - $94.13 $4.62M - $5.69M	334K $28.3M
VTV	-49.2K - 12.84%	$153.67 - $176.74 $7.56M - $8.69M	334K $59M
AAPL	-14.6K - 7.21%	$172.42 - $223.89 $2.51M - $3.26M	188K $38.5M
PSA	-15.9K - 26.83%	$266.31 - $309.77 $4.24M - $4.93M	43.4K $12.7M
SCHD	-111K - 10.94%	$24.32 - $27.87 $2.7M - $3.1M	904K $24M

Activity Summary All Purchases 166 New Holdings 16 Increased Positions 150 All Sells 177 Reductions 177 Sold out 0 Calls 0 Puts 0

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