Plancorp, LLC Sells in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-322K
- 5.09%
$36.25 - $42.28 $11.7M - $13.6M
6.01M $254M
PLD
Prologis, Inc.

Real Estate
-52.8K
- 50.74%
$89.76 - $112.34 $4.74M - $5.93M
51.2K $5.39M
VB
Vanguard Small Cap ETF

ETFs
-16.4K
- 45.86%
$193.73 - $237.37 $3.18M - $3.9M
19.4K $4.6M
UNH
Unitedhealth Group Inc

Healthcare
-385
- 3.14%
$274.35 - $599.47 $106K - $231K
11.9K $3.71M
MRK
Merck & Co., Inc.

Healthcare
-13.5K
- 48.68%
$73.47 - $87.12 $993K - $1.18M
14.2K $1.13M
IMO
Imperial Oil LTD

Energy
-17.4K
- 38.26%
$60.22 - $81.91 $1.05M - $1.42M
28.1K $2.23M
PG
Procter & Gamble CO

Consumer Defensive
-3.67K
- 9.41%
$157.66 - $172.39 $579K - $633K
35.3K $5.63M
PEP
Pepsico Inc

Consumer Defensive
-2.21K
- 8.45%
$128.02 - $151.37 $282K - $334K
23.9K $3.16M
XOM
Exxon Mobil Corp

Energy
-344
- 0.63%
$99.93 - $119.04 $34.4K - $40.9K
54.3K $5.86M
VLUE
Ishares Msci Usa Value Factor

ETFs
-3.98K
- 35.08%
$93.5 - $113.21 $372K - $450K
7.36K $832K
EPC
Edgewell Personal Care CO

Consumer Defensive
-10
- 0.03%
$22.79 - $31.7 $228 - $317
34.3K $803K
AZO
Autozone Inc

Consumer Cyclical
-61
- 40.67%
$3478.38 - $3880.15 $212K - $237K
89 $330K
PAAS
Pan American Silver Corp

Basic Materials
-13K
- 23.67%
$21.49 - $29.35 $279K - $382K
41.9K $1.19M
BMY
Bristol Myers Squibb CO

Healthcare
-988
- 8.37%
$44.12 - $59.6 $43.6K - $58.9K
10.8K $500K
PFE
Pfizer Inc

Healthcare
-3.95K
- 3.75%
$21.59 - $24.84 $85.4K - $98.2K
101K $2.46M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.6K
- 20.81%
$73.19 - $85.21 $190K - $221K
9.89K $842K
MA
Mastercard Inc

Financial Services
-430
- 7.87%
$479.92 - $590.74 $206K - $254K
5.04K $2.83M
CL
Colgate Palmolive CO

Consumer Defensive
-1.19K
- 10.99%
$87.57 - $96.0 $104K - $115K
9.66K $878K
COST
Costco Wholesale Corp

Consumer Defensive
-277
- 8.77%
$908.13 - $1056.85 $252K - $293K
2.88K $2.85M
FDX
Fedex Corp

Industrials
-417
- 21.48%
$198.07 - $245.17 $82.6K - $102K
1.52K $346K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45
- 4.62%
$390.26 - $489.06 $17.6K - $22K
929 $376K
BDX
Becton Dickinson & CO

Healthcare
-128
- 8.54%
$165.15 - $226.42 $21.1K - $29K
1.37K $236K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-17
- 1.9%
$483.07 - $625.6 $8.21K - $10.6K
880 $462K
COP
Conocophillips

Energy
-358
- 7.83%
$82.66 - $106.1 $29.6K - $38K
4.22K $378K
LOW
Lowes Companies Inc

Consumer Cyclical
-333
- 13.97%
$210.83 - $235.28 $70.2K - $78.3K
2.05K $454K
GLD
Spdr Gold Trust

ETFs
-398
- 31.89%
$273.71 - $316.29 $109K - $126K
850 $259K
TGT
Target Corp

Consumer Defensive
-782
- 25.79%
$88.76 - $105.77 $69.4K - $82.7K
2.25K $221K
CMCSA
Comcast Corp

Communication Services
-989
- 2.07%
$32.84 - $36.72 $32.5K - $36.3K
46.8K $1.67M
ADBE
Adobe Inc.

Technology
-242
- 24.27%
$340.0 - $420.68 $82.3K - $102K
755 $292K
VZ
Verizon Communications Inc

Communication Services
-841
- 3.74%
$41.67 - $45.62 $35K - $38.4K
21.6K $936K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-2.53K
- 16.19%
$54.28 - $67.95 $138K - $172K
13.1K $891K
URI
United Rentals, Inc.

Industrials
-189
- 34.55%
$551.94 - $753.4 $104K - $142K
358 $269K
GIS
General Mills Inc

Consumer Defensive
-120
- 1.7%
$50.37 - $60.97 $6.04K - $7.32K
6.94K $359K
AUR
Aurora Innovation, Inc.

Technology
-844
- 3.13%
$5.17 - $8.14 $4.36K - $6.87K
26.1K $136K
DHR
Danaher Corp

Healthcare
-66
- 1.81%
$174.64 - $205.16 $11.5K - $13.5K
3.59K $708K
QCOM
Qualcomm Inc

Technology
-550
- 5.92%
$124.66 - $159.48 $68.6K - $87.7K
8.74K $1.39M
TMUS
T Mobile Us, Inc.

Communication Services
-14
- 1.33%
$220.99 - $268.54 $3.09K - $3.76K
1.04K $246K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-748
- 11.21%
$47.09 - $48.01 $35.2K - $35.9K
5.92K $284K
KMB
Kimberly Clark Corp

Consumer Defensive
-5
- 0.21%
$126.84 - $145.22 $634 - $726
2.37K $305K
UPS
United Parcel Service Inc

Industrials
-84
- 3.47%
$91.92 - $110.2 $7.72K - $9.26K
2.33K $235K
AMAT
Applied Materials Inc

Technology
-961
- 24.91%
$126.95 - $183.52 $122K - $176K
2.9K $530K
NEE
Nextera Energy Inc

Utilities
-25
- 0.15%
$64.11 - $75.0 $1.6K - $1.88K
16.1K $1.12M
SHEL
Shell PLC

Energy
-21
- 0.28%
$59.75 - $73.05 $1.25K - $1.53K
7.48K $526K
VOE
Vanguard Mid Cap Value Index F

ETFs
-197
- 7.82%
$141.87 - $164.49 $27.9K - $32.4K
2.32K $382K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-176
- 0.2%
$3.97 - $5.84 $699 - $1.03K
89.5K $452K
AMT
American Tower Corp

Real Estate
-116
- 7.5%
$203.96 - $228.19 $23.7K - $26.5K
1.43K $316K
DE
Deere & CO

Industrials
-105
- 11.71%
$412.99 - $531.48 $43.4K - $55.8K
792 $402K
TSCO
Tractor Supply CO

Consumer Cyclical
-48
- 0.93%
$47.86 - $55.77 $2.3K - $2.68K
5.13K $270K
NOC
Northrop Grumman Corp

Industrials
-18
- 4.09%
$456.3 - $540.39 $8.21K - $9.73K
422 $210K
Activity Summary
Buys All Purchases 216 New Holdings 31 Increased Positions 185 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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