Greenleaf Trust Sells in Q3 2025

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-3.76K
- 11.71%
N/A
28.4K $5.52M
DIS
Walt Disney CO

Communication Services
-2.87K
- 7.15%
$112.25 - $124.0 $322K - $356K
37.3K $4.27M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.51K
- 26.13%
$38.58 - $58.24 $251K - $379K
18.4K $720K
QDEF
Flexshares Quality Div Defensi

ETFs
-10.4K
- 40.44%
$74.4 - $79.98 $772K - $830K
15.3K $1.22M
ELV
Elevance Health, Inc.

Healthcare
-709
- 11.9%
$274.66 - $395.76 $195K - $281K
5.25K $1.7M
CMCSA
Comcast Corp

Communication Services
-8.82K
- 12.13%
$31.41 - $36.33 $277K - $320K
63.8K $2.01M
UPS
United Parcel Service Inc

Industrials
-4.24K
- 44.99%
$82.58 - $105.54 $350K - $448K
5.19K $433K
NOW
Service Now, Inc.

Technology
-84
- 2.06%
$850.86 - $1044.69 $71.5K - $87.8K
4K $3.68M
NVO
Novo Nordisk A S

Healthcare
-644
- 1.86%
$45.38 - $71.7 $29.2K - $46.2K
34K $1.89M
IBM
International Business Machines Corp

Technology
-760
- 3.81%
$234.77 - $292.47 $178K - $222K
19.2K $5.42M
CHTR
Charter Communications, Inc.

Communication Services
-555
- 24.3%
$256.57 - $418.22 $142K - $232K
1.73K $475K
CVX
Chevron Corp

Energy
-6.03K
- 14.73%
$145.57 - $161.83 $878K - $976K
34.9K $5.42M
CI
Cigna Corp

Healthcare
-117
- 1.29%
$262.23 - $334.39 $30.7K - $39.1K
8.96K $2.58M
ITW
Illinois Tool Works Inc

Industrials
-2.23K
- 17.93%
$252.31 - $269.41 $561K - $599K
10.2K $2.66M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-334
- 6.63%
$366.54 - $479.53 $122K - $160K
4.7K $1.84M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-25
- 0.27%
$332.69 - $399.0 $8.32K - $9.98K
9.26K $3.08M
CTAS
Cintas Corp

Industrials
-1.12K
- 12.0%
$199.29 - $226.27 $224K - $254K
8.23K $1.69M
TDG
Trans Digm Group Inc

Industrials
-41
- 2.62%
$1271.04 - $1620.83 $52.1K - $66.5K
1.52K $2.01M
AMGN
Amgen Inc

Healthcare
-1.42K
- 8.68%
$271.18 - $309.22 $385K - $439K
15K $4.22M
CARR
Carrier Global Corp

Industrials
-924
- 4.35%
$58.75 - $80.73 $54.3K - $74.6K
20.3K $1.21M
IT
Gartner Inc

Technology
-312
- 18.29%
$225.98 - $406.7 $70.5K - $127K
1.39K $366K
PGR
Progressive Corp

Financial Services
-386
- 3.4%
$238.61 - $264.3 $92.1K - $102K
11K $2.71M
ICE
Intercontinental Exchange, Inc.

Financial Services
-499
- 3.26%
$167.28 - $188.45 $83.5K - $94K
14.8K $2.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-12.4K
- 35.46%
$28.15 - $30.13 $349K - $374K
22.6K $669K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-671
- 7.06%
$196.15 - $217.83 $132K - $146K
8.84K $1.78M
FTNT
Fortinet, Inc.

Technology
-979
- 10.27%
$74.39 - $107.65 $72.8K - $105K
8.56K $719K
BRO
Brown & Brown, Inc.

Financial Services
-284
- 1.87%
$90.88 - $108.93 $25.8K - $30.9K
14.9K $1.4M
BSX
Boston Scientific Corp

Healthcare
-175
- 0.65%
$97.03 - $108.14 $17K - $18.9K
26.6K $2.6M
L
Loews Corp

Financial Services
-3.53K
- 39.2%
$89.82 - $100.39 $317K - $354K
5.47K $548K
XOM
Exxon Mobil Corp

Energy
-6.94K
- 6.77%
$105.83 - $117.22 $735K - $814K
95.6K $10.8M
GLD
Spdr Gold Trust

ETFs
-1.31K
- 32.9%
$300.96 - $355.47 $394K - $466K
2.67K $949K
ZTS
Zoetis Inc.

Healthcare
-1.24K
- 15.5%
$141.13 - $159.19 $175K - $198K
6.77K $990K
BMY
Bristol Myers Squibb CO

Healthcare
-4.36K
- 16.65%
$43.31 - $48.98 $189K - $214K
21.8K $984K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-21.9K
- 4.79%
$87.29 - $93.61 $1.91M - $2.05M
435K $40.6M
PAYX
Paychex Inc

Industrials
-781
- 11.98%
$126.69 - $147.99 $98.9K - $116K
5.74K $727K
YUM
Yum Brands Inc

Consumer Cyclical
-1.63K
- 16.18%
$139.5 - $153.94 $227K - $251K
8.45K $1.28M
WM
Waste Management Inc

Industrials
-457
- 3.37%
$213.88 - $237.1 $97.7K - $108K
13.1K $2.9M
AIG
American International Group, Inc.

Financial Services
-582
- 2.5%
$76.34 - $85.87 $44.4K - $50K
22.7K $1.78M
SAP
Sap Se

Technology
-91
- 1.81%
$252.42 - $311.93 $23K - $28.4K
4.94K $1.32M
RE
Everest Re Group LTD

Financial Services
-553
- 40.07%
N/A
827 $306K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-5.14K
- 11.37%
$45.07 - $47.56 $232K - $244K
40.1K $1.84M
MOH
Molina Healthcare, Inc.

Healthcare
-226
- 15.74%
$152.31 - $306.29 $34.4K - $69.2K
1.21K $231K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.08K
- 8.88%
$22.64 - $23.22 $206K - $211K
93.3K $2.16M
GDDY
Go Daddy Inc.

Technology
-256
- 7.09%
$133.35 - $178.59 $34.1K - $45.7K
3.35K $458K
FMC
Fmc Corp

Basic Materials
-2.21K
- 15.54%
$33.15 - $44.45 $73.3K - $98.2K
12K $403K
FIS
Fidelity National Information Services, Inc.

Technology
-1.51K
- 26.34%
$63.37 - $82.35 $95.8K - $124K
4.23K $278K
TGT
Target Corp

Consumer Defensive
-791
- 6.22%
$86.56 - $107.43 $68.5K - $85K
11.9K $1.07M
MCO
Moodys Corp

Financial Services
-71
- 1.18%
$472.69 - $521.32 $33.6K - $37K
5.95K $2.84M
AON
Aon PLC

Financial Services
-515
- 11.45%
$350.91 - $375.27 $181K - $193K
3.98K $1.42M
Activity Summary
Buys All Purchases 336 New Holdings 49 Increased Positions 287 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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