Fine Mark National Bank & Trust Sells in Q2 2025

Fine Mark National Bank & Trust

  • $2.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-2.13K
- 0.12%
$91.92 - $110.2 $196K - $235K
1.71M $173M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-56.7K
- 69.87%
$201.28 - $266.34 $11.4M - $15.1M
24.4K $6.51M
UNH
Unitedhealth Group Inc

Healthcare
-148
- 0.29%
$274.35 - $599.47 $40.6K - $88.7K
51.2K $16M
PG
Procter & Gamble CO

Consumer Defensive
-9.57K
- 5.99%
$157.66 - $172.39 $1.51M - $1.65M
150K $23.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-74.4K
- 12.96%
$51.16 - $62.02 $3.8M - $4.61M
500K $31M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.3K
- 12.4%
$285.55 - $321.23 $1.51M - $1.7M
37.5K $10.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.24K
- 22.29%
$456.74 - $568.03 $3.31M - $4.11M
25.3K $14.3M
XOM
Exxon Mobil Corp

Energy
-4.22K
- 2.57%
$99.93 - $119.04 $422K - $503K
160K $17.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-292
- 1.26%
$390.26 - $489.06 $114K - $143K
22.8K $9.26M
LLY
Eli Lilly & CO

Healthcare
-1.71K
- 9.14%
$713.71 - $898.95 $1.22M - $1.53M
17K $13.2M
ICLR
Icon PLC

Healthcare
-333
- 0.67%
$126.62 - $168.7 $42.2K - $56.2K
49.3K $7.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
-244
- 0.5%
$310.86 - $348.77 $75.8K - $85.1K
48.1K $15.4M
CVX
Chevron Corp

Energy
-1.41K
- 3.38%
$133.73 - $168.51 $189K - $238K
40.3K $5.77M
PEP
Pepsico Inc

Consumer Defensive
-1.99K
- 3.89%
$128.02 - $151.37 $254K - $301K
49.1K $6.48M
HES
Hess Corp

Energy
-82
- 0.15%
$126.32 - $161.29 $10.4K - $13.2K
53K $7.35M
LOW
Lowes Companies Inc

Consumer Cyclical
-762
- 1.52%
$210.83 - $235.28 $161K - $179K
49.5K $11M
HYG
Ishares Tr

ETFs
-9.63K
- 19.19%
$75.75 - $80.65 $729K - $777K
40.6K $3.27M
ACN
Accenture PLC

Technology
-43
- 0.08%
$279.23 - $323.21 $12K - $13.9K
51K $15.3M
VB
Vanguard Small Cap ETF

ETFs
-3.3K
- 48.08%
$193.73 - $237.37 $640K - $784K
3.56K $844K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-6
- 0.02%
$212.1 - $244.27 $1.27K - $1.47K
26.4K $5.76M
BMY
Bristol Myers Squibb CO

Healthcare
-3.54K
- 10.34%
$44.12 - $59.6 $156K - $211K
30.7K $1.42M
DHR
Danaher Corp

Healthcare
-352
- 0.46%
$174.64 - $205.16 $61.5K - $72.2K
76.8K $15.2M
WDAY
Workday, Inc.

Technology
-2.49K
- 65.04%
$210.47 - $274.71 $523K - $683K
1.34K $320K
SHEL
Shell PLC

Energy
-1.04K
- 0.6%
$59.75 - $73.05 $62K - $75.8K
172K $12.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.35K
- 0.56%
$68.13 - $74.77 $91.8K - $101K
241K $17.5M
ADBE
Adobe Inc.

Technology
-1.89K
- 3.66%
$340.0 - $420.68 $643K - $796K
49.8K $19.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12K
- 7.49%
$90.56 - $109.49 $1.09M - $1.31M
148K $16.2M
DUK
Duke Energy Corp

Utilities
-724
- 0.7%
$112.46 - $124.05 $81.4K - $89.8K
102K $12.1M
SBUX
Starbucks Corp

Consumer Cyclical
-1.7K
- 3.32%
$79.69 - $99.41 $136K - $169K
49.6K $4.54M
ELY
Callaway Golf CO

Consumer Cyclical
-25.5K
- 4.25%
N/A
575K $10.8M
UNP
Union Pacific Corp

Industrials
-730
- 2.08%
$208.27 - $238.46 $152K - $174K
34.4K $7.91M
KO
Coca Cola CO

Consumer Defensive
-2.76K
- 1.33%
$68.37 - $73.9 $189K - $204K
205K $14.5M
AVB
Avalonbay Communities Inc

Real Estate
-143
- 0.47%
$187.23 - $215.61 $26.8K - $30.8K
30.5K $6.2M
IWS
Ishares Russell Midcap Value E

ETFs
-3.33K
- 24.86%
$110.58 - $132.14 $368K - $440K
10.1K $1.33M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.59K
- 32.42%
$53.23 - $70.65 $191K - $254K
7.49K $433K
STZ
Constellation Brands, Inc.

Consumer Defensive
-905
- 9.78%
$160.0 - $195.62 $145K - $177K
8.35K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
-951
- 1.07%
$335.24 - $380.78 $319K - $362K
87.9K $32.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.66K
- 29.96%
$219.76 - $276.94 $365K - $459K
3.88K $1.07M
NKE
Nike, Inc.

Consumer Cyclical
-7.7K
- 24.96%
$53.27 - $72.04 $410K - $555K
23.1K $1.64M
RPM
Rpm International Inc

Basic Materials
-746
- 1.97%
$96.97 - $117.58 $72.3K - $87.7K
37.2K $4.08M
VZ
Verizon Communications Inc

Communication Services
-3.44K
- 5.07%
$41.67 - $45.62 $143K - $157K
64.3K $2.78M
NOC
Northrop Grumman Corp

Industrials
-161
- 0.93%
$456.3 - $540.39 $73.5K - $87K
17.2K $8.6M
EXC
Exelon Corp

Utilities
-57
- 0.06%
$42.2 - $47.37 $2.41K - $2.7K
102K $4.45M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-7K
- 19.04%
$22.66 - $26.12 $159K - $183K
29.8K $728K
MDT
Medtronic PLC

Healthcare
-698
- 0.9%
$80.68 - $88.86 $56.3K - $62K
77.2K $6.73M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.85K
- 8.05%
$121.58 - $136.74 $225K - $253K
21.1K $2.87M
PFE
Pfizer Inc

Healthcare
-1.49K
- 0.8%
$21.59 - $24.84 $32.2K - $37.1K
184K $4.47M
OC
Owens Corning

Industrials
-284
- 0.75%
$126.32 - $147.75 $35.9K - $42K
37.5K $5.15M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.31K
- 10.67%
$105.23 - $109.61 $243K - $253K
19.3K $2.12M
Activity Summary
Buys All Purchases 181 New Holdings 25 Increased Positions 156 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 1 Puts 0
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