Greenleaf Trust Sells in Q2 2025

Greenleaf Trust

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-58
- 1.23%
$228.25 - $285.3 $13.2K - $16.5K
4.66K $1.33M
CSX
Csx Corp

Industrials
-3.8K
- 4.97%
$26.69 - $32.91 $101K - $125K
72.5K $2.37M
URI
United Rentals, Inc.

Industrials
-126
- 7.3%
$551.94 - $753.4 $69.5K - $94.9K
1.6K $1.21M
EME
Emcor Group, Inc.

Industrials
-6
- 0.75%
$342.02 - $534.89 $2.05K - $3.21K
791 $423K
RRX
Regal Rexnord Corp

Industrials
-188
- 3.62%
$94.06 - $147.0 $17.7K - $27.6K
5K $724K
EW
Edwards Lifesciences Corp

Healthcare
-663
- 2.02%
$67.07 - $78.22 $44.5K - $51.9K
32.2K $2.52M
SAP
Sap Se

Technology
-136
- 2.63%
$237.53 - $309.8 $32.3K - $42.1K
5.03K $1.53M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-113
- 1.78%
$468.22 - $566.51 $52.9K - $64K
6.25K $3.54M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-20
- 0.73%
$224.32 - $326.09 $4.49K - $6.52K
2.73K $890K
UBS
Ubs Group Ag

Financial Services
-35
- 0.07%
$26.12 - $33.82 $914 - $1.18K
48.7K $1.65M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-375
- 1.21%
$108.87 - $133.04 $40.8K - $49.9K
30.6K $4.08M
NKE
Nike, Inc.

Consumer Cyclical
-10.7K
- 8.24%
$53.27 - $72.04 $568K - $769K
119K $8.44M
PH
Parker Hannifin Corp

Industrials
-75
- 2.47%
$517.23 - $700.54 $38.8K - $52.5K
2.96K $2.07M
CDNS
Cadence Design Systems Inc

Technology
-271
- 4.67%
$231.64 - $323.08 $62.8K - $87.6K
5.53K $1.7M
CEG
Constellation Energy Corp

Utilities
-2.37K
- 28.84%
$170.96 - $322.76 $405K - $765K
5.85K $1.89M
ETN
Eaton Corp PLC

Industrials
-3.33K
- 19.83%
$246.52 - $356.99 $821K - $1.19M
13.5K $4.81M
IWM
Ishares Russell 2000 ETF

ETFs
-1.26K
- 3.94%
$174.82 - $215.79 $220K - $271K
30.6K $6.61M
CRM
Salesforce, Inc.

Technology
-640
- 0.65%
$236.26 - $291.15 $151K - $186K
98.1K $26.7M
BAC
Bank Of America Corp

Financial Services
-13K
- 8.35%
$34.39 - $47.46 $448K - $619K
143K $6.77M
JBL
Jabil Inc

Technology
-409
- 9.74%
$116.88 - $218.1 $47.8K - $89.2K
3.79K $827K
ROK
Rockwell Automation, Inc

Industrials
-362
- 6.73%
$218.97 - $332.17 $79.3K - $120K
5.02K $1.67M
DTH
Wisdomtree Tr

ETFs
-429
- 0.53%
$37.84 - $46.83 $16.2K - $20.1K
80.2K $3.72M
NRG
Nrg Energy, Inc.

Utilities
-1.29K
- 16.73%
$83.61 - $162.67 $108K - $210K
6.41K $1.03M
MSTR
Microstrategy Inc

Technology
-875
- 15.43%
$237.95 - $421.61 $208K - $369K
4.8K $1.94M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-337
- 3.31%
$201.28 - $266.34 $67.8K - $89.8K
9.85K $2.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.8K
- 3.38%
$74.88 - $91.97 $210K - $257K
80K $7.35M
ASML
Asml Holding Nv

Technology
-17
- 0.72%
$595.37 - $815.24 $10.1K - $13.9K
2.35K $1.88M
ADI
Analog Devices Inc

Technology
-555
- 4.48%
$164.6 - $238.02 $91.4K - $132K
11.8K $2.82M
VST
Vistra Corp.

Utilities
-892
- 13.76%
$98.07 - $195.04 $87.5K - $174K
5.59K $1.08M
SCHW
Schwab Charles Corp

Financial Services
-4.41K
- 7.66%
$69.06 - $91.24 $305K - $403K
53.2K $4.86M
PWR
Quanta Services, Inc.

Industrials
-146
- 4.5%
$239.47 - $381.26 $35K - $55.7K
3.1K $1.17M
WFC
Wells Fargo & Company

Financial Services
-3.48K
- 4.57%
$60.98 - $80.12 $212K - $278K
72.5K $5.81M
NTRS
Northern Trust Corp

Financial Services
-292
- 2.08%
$84.45 - $126.79 $24.7K - $37K
13.7K $1.74M
BA
Boeing CO

Industrials
-139
- 1.35%
$136.59 - $217.51 $19K - $30.2K
10.2K $2.14M
MA
Mastercard Inc

Financial Services
-24
- 0.08%
$479.92 - $590.74 $11.5K - $14.2K
28.8K $16.2M
MS
Morgan Stanley

Financial Services
-2.52K
- 8.07%
$99.83 - $140.86 $252K - $355K
28.7K $4.04M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-703
- 12.2%
$177.93 - $313.14 $125K - $220K
5.06K $1.58M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-108
- 1.15%
$283.31 - $388.96 $30.6K - $42K
9.29K $3.48M
JPM
Jpmorgan Chase & CO

Financial Services
-19.3K
- 14.33%
$210.28 - $289.91 $4.05M - $5.59M
115K $33.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.08K
- 2.63%
$73.7 - $90.98 $154K - $190K
77K $7.01M
AXON
Axon Enterprise, Inc.

Industrials
-50
- 3.13%
$497.13 - $827.94 $24.9K - $41.4K
1.55K $1.28M
MCHP
Microchip Technology Inc

Technology
-881
- 3.53%
$35.34 - $71.6 $31.1K - $63.1K
24.1K $1.69M
KLAC
Kla Corp

Technology
-356
- 9.05%
$576.53 - $902.94 $205K - $321K
3.58K $3.2M
JCI
Johnson Controls International PLC

Industrials
-501
- 2.13%
$71.14 - $105.62 $35.6K - $52.9K
23K $2.43M
IBM
International Business Machines Corp

Technology
-1.32K
- 6.19%
$221.03 - $294.78 $291K - $388K
20K $5.89M
TT
Trane Technologies PLC

Industrials
-49
- 0.8%
$315.21 - $437.41 $15.4K - $21.4K
6.1K $2.67M
EFV
Msci Eafe Value ETF

ETFs
-10.6K
- 3.68%
$52.4 - $64.65 $555K - $685K
277K $17.6M
HBAN
Huntington Bancshares Inc

Financial Services
-3.71K
- 0.92%
$12.49 - $16.76 $46.4K - $62.2K
401K $6.73M
CAT
Caterpillar Inc

Industrials
-777
- 4.73%
$273.94 - $388.21 $213K - $302K
15.6K $6.07M
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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