Hardman Johnston Global Advisors LLC Reduced Holdings in Q2 2025

Hardman Johnston Global Advisors LLC

  • $2.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-20.4K
- 43.26%
$274.35 - $599.47 $5.6M - $12.2M
26.8K $8.36M
MRVL
Marvell Technology, Inc.

Technology
-248K
- 72.59%
$49.38 - $79.97 $12.3M - $19.9M
93.8K $7.26M
VRT
Vertiv Holdings CO

Industrials
-129K
- 24.01%
N/A
407K $35.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-9.86K
- 8.35%
$421.16 - $509.5 $4.15M - $5.02M
108K $48.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-61.4K
- 34.97%
$167.32 - $223.3 $10.3M - $13.7M
114K $25.1M
TMUS
T Mobile Us, Inc.

Communication Services
-15K
- 10.06%
$220.99 - $268.54 $3.32M - $4.03M
134K $32M
MA
Mastercard Inc

Financial Services
-12.7K
- 9.12%
$479.92 - $590.74 $6.09M - $7.49M
126K $71M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-315
- 0.16%
$212.1 - $244.27 $66.8K - $76.9K
200K $43.7M
BDX
Becton Dickinson & CO

Healthcare
-30
- 0.04%
$165.15 - $226.42 $4.95K - $6.79K
78.1K $13.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-48K
- 57.83%
$91.43 - $91.74 $4.39M - $4.4M
35K $3.21M
BSX
Boston Scientific Corp

Healthcare
-53.8K
- 18.71%
$89.7 - $107.41 $4.82M - $5.77M
234K $25.1M
IQV
Iqvia Holdings Inc.

Healthcare
-32
- 0.02%
$137.0 - $174.37 $4.38K - $5.58K
143K $22.6M
AZN
Astrazeneca PLC

Healthcare
-9.23K
- 1.64%
$64.87 - $75.0 $599K - $692K
553K $38.6M
SWK
Stanley Black & Decker, Inc.

Industrials
-700
- 0.52%
$55.86 - $76.98 $39.1K - $53.9K
134K $9.05M
CMCSA
Comcast Corp

Communication Services
-11.9K
- 1.9%
$32.84 - $36.72 $392K - $438K
618K $22M
LLY
Eli Lilly & CO

Healthcare
-386
- 2.13%
$713.71 - $898.95 $275K - $347K
17.7K $13.8M
ALB
Albemarle Corp

Basic Materials
-860
- 0.75%
$50.76 - $72.25 $43.7K - $62.1K
115K $7.18M
HDB
Hdfc Bank LTD

Financial Services
-310K
- 13.78%
$63.78 - $77.48 $19.8M - $24M
1.94M $149M
GOOGL
Alphabet Inc.

Communication Services
-55.3K
- 13.17%
$144.7 - $178.6 $8M - $9.88M
365K $64.3M
EPD
Enterprise Products Partners L.P.

Energy
-100
- 0.05%
$28.95 - $34.22 $2.9K - $3.42K
192K $5.95M
MDT
Medtronic PLC

Healthcare
-125
- 0.07%
$80.68 - $88.86 $10.1K - $11.1K
187K $16.3M
MCHP
Microchip Technology Inc

Technology
-7.4K
- 51.75%
$35.34 - $71.6 $262K - $530K
6.9K $485K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-1.34K
- 18.9%
$52.21 - $67.1 $70K - $89.9K
5.75K $337K
FMC
Fmc Corp

Basic Materials
-410
- 0.21%
$33.98 - $44.06 $13.9K - $18.1K
192K $8.02M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-250
- 7.1%
$99.37 - $134.05 $24.8K - $33.5K
3.27K $370K
Atlassian Corporation
-33K
- 6.32%
N/A
489K $0
GE
General Electric CO

Industrials
-200
- 11.45%
$166.81 - $257.39 $33.4K - $51.5K
1.55K $397K
ADP
Automatic Data Processing Inc

Industrials
-775
- 0.62%
$276.76 - $326.81 $214K - $253K
123K $38.1M
BAC
Bank Of America Corp

Financial Services
-54.1K
- 9.75%
$34.39 - $47.46 $1.86M - $2.57M
501K $23.7M
CCJ
Cameco Corp

Energy
-2.44K
- 10.11%
$36.68 - $74.46 $89.5K - $182K
21.7K $1.61M
HWM
Howmet Aerospace Inc.

Industrials
-211K
- 26.93%
$112.33 - $186.13 $23.7M - $39.3M
573K $107M
AEIS
Advanced Energy Industries Inc

Industrials
-80
- 0.05%
$79.03 - $133.84 $6.32K - $10.7K
172K $22.8M
META
Meta Platforms, Inc.

Communication Services
-2.17K
- 3.9%
$484.66 - $738.09 $1.05M - $1.6M
53.4K $39.4M
CTVA
Corteva, Inc.

Basic Materials
-35.9K
- 4.08%
$55.52 - $74.53 $1.99M - $2.67M
844K $62.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-30.5K
- 8.01%
$141.37 - $228.57 $4.31M - $6.97M
350K $79.2M
CW
Curtiss Wright Corp

Industrials
-5.99K
- 4.91%
$283.18 - $488.55 $1.7M - $2.93M
116K $56.7M
ASML
Asml Holding Nv

Technology
-4.44K
- 2.82%
$595.37 - $815.24 $2.65M - $3.62M
153K $123M
MSFT
Microsoft Corp

Technology
-6.88K
- 3.66%
$354.56 - $497.45 $2.44M - $3.42M
181K $90.1M
MELI
Mercadolibre Inc

Consumer Cyclical
-4.01K
- 5.4%
$1794.73 - $2613.63 $7.2M - $10.5M
70.3K $184M
Activity Summary
Buys All Purchases 17 New Holdings 5 Increased Positions 12 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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