Greenleaf Trust Sells in Q2 2025

Greenleaf Trust

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-332K
- 58.88%
$308.27 - $373.31 $102M - $124M
232K $82.2M
AAPL
Apple Inc.

Technology
-54.3K
- 7.47%
$172.42 - $223.89 $9.37M - $12.2M
673K $138M
AMT
American Tower Corp

Real Estate
-58.5K
- 33.29%
$203.96 - $228.19 $11.9M - $13.4M
117K $25.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.83K
- 2.74%
$483.48 - $539.8 $1.85M - $2.07M
136K $65.9M
UNH
Unitedhealth Group Inc

Healthcare
-4.97K
- 22.04%
$274.35 - $599.47 $1.36M - $2.98M
17.6K $5.49M
ABBV
Abb Vie Inc.

Healthcare
-13.9K
- 12.98%
$170.16 - $206.27 $2.37M - $2.87M
93.4K $17.3M
CVX
Chevron Corp

Energy
-22.5K
- 35.48%
$133.73 - $168.51 $3.01M - $3.8M
40.9K $5.86M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-123K
- 60.06%
$33.77 - $41.16 $4.14M - $5.04M
81.5K $3.27M
VEU
Vanguard Ftse All World Ex Us

ETFs
-96.8K
- 25.27%
$54.19 - $67.22 $5.25M - $6.51M
286K $19.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.84K
- 25.64%
$285.55 - $321.23 $2.52M - $2.84M
25.6K $7.49M
XOM
Exxon Mobil Corp

Energy
-16.7K
- 13.99%
$99.93 - $119.04 $1.67M - $1.98M
103K $11.1M
SUB
Ishares Short Term National Mu

ETFs
-30.1K
- 28.62%
$104.77 - $106.34 $3.15M - $3.2M
75K $7.97M
PG
Procter & Gamble CO

Consumer Defensive
-11.4K
- 10.75%
$157.66 - $172.39 $1.8M - $1.97M
94.9K $15.1M
LLY
Eli Lilly & CO

Healthcare
-2.05K
- 7.83%
$713.71 - $898.95 $1.46M - $1.84M
24.1K $18.8M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-54.9K
- 12.68%
$49.98 - $50.26 $2.74M - $2.76M
378K $19M
HD
Home Depot, Inc.

Consumer Cyclical
-7.36K
- 16.56%
$335.24 - $380.78 $2.47M - $2.8M
37.1K $13.6M
MRK
Merck & Co., Inc.

Healthcare
-19.6K
- 20.25%
$73.47 - $87.12 $1.44M - $1.71M
77.3K $6.12M
JNJ
Johnson & Johnson

Healthcare
-8.48K
- 8.7%
$146.36 - $159.82 $1.24M - $1.36M
89K $13.6M
ADP
Automatic Data Processing Inc

Industrials
-8.51K
- 23.03%
$276.76 - $326.81 $2.35M - $2.78M
28.4K $8.77M
DHR
Danaher Corp

Healthcare
-8.67K
- 9.29%
$174.64 - $205.16 $1.51M - $1.78M
84.7K $16.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-8.35K
- 33.15%
$210.83 - $235.28 $1.76M - $1.96M
16.8K $3.73M
ISRG
Intuitive Surgical Inc

Healthcare
-6.17K
- 23.3%
$451.58 - $565.94 $2.78M - $3.49M
20.3K $11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.01K
- 16.19%
$390.26 - $489.06 $782K - $981K
10.4K $4.21M
KO
Coca Cola CO

Consumer Defensive
-24.2K
- 13.73%
$68.37 - $73.9 $1.65M - $1.79M
152K $10.8M
UNP
Union Pacific Corp

Industrials
-7.13K
- 34.37%
$208.27 - $238.46 $1.48M - $1.7M
13.6K $3.13M
ADSK
Autodesk, Inc.

Technology
-6.68K
- 30.58%
N/A
15.2K $3.73M
COST
Costco Wholesale Corp

Consumer Defensive
-2.34K
- 12.76%
$908.13 - $1056.85 $2.12M - $2.47M
16K $15.8M
DE
Deere & CO

Industrials
-4.53K
- 21.25%
$412.99 - $531.48 $1.87M - $2.41M
16.8K $8.54M
NEE
Nextera Energy Inc

Utilities
-17.9K
- 13.51%
$64.11 - $75.0 $1.15M - $1.34M
115K $7.96M
RTX
Raytheon Technologies Corp

Industrials
-17.7K
- 20.31%
$113.75 - $148.48 $2.02M - $2.63M
69.6K $10.2M
ABT
Abbott Laboratories

Healthcare
-11.3K
- 11.42%
$123.95 - $138.08 $1.41M - $1.57M
88K $12M
GVI
Ishares Tr

ETFs
-11.6K
- 6.83%
$104.82 - $106.79 $1.22M - $1.24M
159K $17M
ACN
Accenture PLC

Technology
-2.6K
- 10.48%
$279.23 - $323.21 $725K - $839K
22.2K $6.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.85K
- 16.95%
$248.61 - $294.96 $709K - $841K
14K $3.94M
AWK
American Water Works Company, Inc.

Utilities
-5.71K
- 25.82%
$133.82 - $151.96 $763K - $867K
16.4K $2.28M
AMP
Ameriprise Financial Inc

Financial Services
-2.27K
- 45.9%
$422.19 - $533.73 $958K - $1.21M
2.68K $1.43M
PFE
Pfizer Inc

Healthcare
-27.9K
- 11.05%
$21.59 - $24.84 $603K - $694K
225K $5.45M
IEMG
Ishares Inc

ETFs
-17.4K
- 1.85%
N/A
926K $49.6M
ROP
Roper Technologies Inc

Industrials
-150
- 0.4%
$519.19 - $590.78 $77.9K - $88.6K
37K $21M
COP
Conocophillips

Energy
-4.86K
- 16.91%
$82.66 - $106.1 $402K - $516K
23.9K $2.14M
AMGN
Amgen Inc

Healthcare
-1.04K
- 5.99%
$262.28 - $309.85 $274K - $323K
16.4K $4.57M
MDT
Medtronic PLC

Healthcare
-7.92K
- 37.22%
$80.68 - $88.86 $639K - $704K
13.4K $1.16M
PFF
Ishares Trust Ishares Pfd And

ETFs
-22.2K
- 1.96%
$29.0 - $30.68 $645K - $682K
1.12M $34.2M
SLB
Schlumberger Limited

Energy
-13.1K
- 39.95%
$31.95 - $42.2 $419K - $553K
19.7K $666K
BMY
Bristol Myers Squibb CO

Healthcare
-4.98K
- 15.96%
$44.12 - $59.6 $220K - $297K
26.2K $1.21M
ELV
Elevance Health, Inc.

Healthcare
-906
- 13.2%
$372.27 - $452.69 $337K - $410K
5.96K $2.32M
GILD
Gilead Sciences, Inc.

Healthcare
-5.72K
- 19.84%
$96.91 - $113.0 $554K - $646K
23.1K $2.56M
SYY
Sysco Corp

Consumer Defensive
-8.68K
- 49.34%
$68.0 - $75.91 $590K - $659K
8.91K $675K
TMUS
T Mobile Us, Inc.

Communication Services
-1.43K
- 13.69%
$220.99 - $268.54 $317K - $385K
9.04K $2.15M
Activity Summary
Buys All Purchases 229 New Holdings 57 Increased Positions 172 Sells All Sells 533 Reductions 533 Sold out 0 Options Calls 0 Puts 0
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