Welch & Forbes LLC Sells in Q2 2025

Welch & Forbes LLC

  • $7.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
-15
- 0.42%
$70.48 - $82.91 $1.06K - $1.24K
3.57K $288K
MDB
Mongo Db, Inc.

Technology
-5.11K
- 16.52%
$145.85 - $225.38 $746K - $1.15M
25.8K $5.42M
KMI
Kinder Morgan, Inc.

Energy
-400
- 3.28%
$25.21 - $29.4 $10.1K - $11.8K
11.8K $346K
Solventum Corp
-601
- 15.1%
N/A
3.38K $0
Veralto Corp
-2.45K
- 14.32%
N/A
14.7K $0
PPG
Ppg Industries Inc

Basic Materials
-150
- 3.94%
$91.66 - $115.04 $13.7K - $17.3K
3.66K $416K
Blackrock Inc
-138
- 7.27%
N/A
1.76K $0
Kenvue Inc
-206
- 0.84%
N/A
24.3K $0
Ge Vernova Inc
-331
- 2.84%
N/A
11.3K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-495
- 11.89%
$57.41 - $74.81 $28.4K - $37K
3.67K $272K
RSG
Republic Services, Inc.

Industrials
-12
- 0.9%
$227.2 - $258.07 $2.73K - $3.1K
1.33K $326K
BR
Broadridge Financial Solutions, Inc.

Technology
-6
- 0.09%
$217.22 - $246.25 $1.3K - $1.48K
6.91K $1.68M
ENB
Enbridge Inc

Energy
-130
- 1.22%
$41.09 - $47.16 $5.34K - $6.13K
10.5K $477K
TRV
Travelers Companies, Inc.

Financial Services
-10
- 0.38%
$233.83 - $276.34 $2.34K - $2.76K
2.61K $698K
EEM
Ishares Msci Emerging Markets

ETFs
-1.47K
- 8.57%
$38.52 - $48.28 $56.4K - $70.7K
15.6K $753K
VLO
Valero Energy Corp

Energy
-332
- 1.39%
$104.69 - $141.77 $34.8K - $47.1K
23.5K $3.16M
WDAY
Workday, Inc.

Technology
-15
- 0.61%
$210.47 - $274.71 $3.16K - $4.12K
2.45K $588K
CI
Cigna Corp

Healthcare
-2
- 0.02%
$301.89 - $340.04 $604 - $680
8.91K $2.95M
USB
Us Bancorp \De\

Financial Services
-1.49K
- 5.52%
$36.4 - $45.76 $54.2K - $68.2K
25.5K $1.15M
SPGI
S&P Global Inc.

Financial Services
-12
- 1.06%
$438.31 - $527.29 $5.26K - $6.33K
1.12K $588K
AMT
American Tower Corp

Real Estate
-26
- 0.32%
$203.96 - $228.19 $5.3K - $5.93K
8.19K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-25
- 0.04%
$51.68 - $52.76 $1.29K - $1.32K
63.8K $3.37M
KLAC
Kla Corp

Technology
-55
- 15.19%
$576.53 - $902.94 $31.7K - $49.7K
307 $274K
IWD
Ishares Russell 1000 Val ETF

ETFs
-75
- 1.04%
$166.82 - $194.23 $12.5K - $14.6K
7.15K $1.39M
LYV
Live Nation Entertainment, Inc.

Communication Services
-47
- 2.55%
$118.81 - $151.28 $5.58K - $7.11K
1.79K $271K
TFC
Truist Financial Corp

Financial Services
-171
- 0.69%
$34.79 - $42.99 $5.95K - $7.35K
24.4K $1.05M
TD
Toronto Dominion Bank

Financial Services
-9.92K
- 17.42%
$55.71 - $73.45 $552K - $728K
47K $3.45M
HLN
Haleon PLC

Healthcare
-700
- 0.11%
$9.27 - $11.41 $6.49K - $7.99K
644K $6.67M
ROK
Rockwell Automation, Inc

Industrials
-104
- 9.29%
$218.97 - $332.17 $22.8K - $34.5K
1.02K $337K
CSX
Csx Corp

Industrials
-66
- 0.29%
$26.69 - $32.91 $1.76K - $2.17K
23K $751K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-105
- 1.19%
$149.76 - $186.42 $15.7K - $19.6K
8.74K $1.63M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 0.07%
$160.22 - $209.35 $320 - $419
2.93K $613K
KKR
Kkr & Co. Inc.

Financial Services
-61
- 1.04%
$92.79 - $134.29 $5.66K - $8.19K
5.78K $769K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.5K
- 4.99%
$72.96 - $90.39 $110K - $136K
28.6K $2.55M
MS
Morgan Stanley

Financial Services
-313
- 5.04%
$99.83 - $140.86 $31.2K - $44.1K
5.9K $830K
BX
Blackstone Inc.

Financial Services
-48
- 0.32%
$120.07 - $151.11 $5.76K - $7.25K
14.8K $2.22M
VB
Vanguard Small Cap ETF

ETFs
-11
- 0.09%
$193.73 - $237.37 $2.13K - $2.61K
12.2K $2.9M
WTS
Watts Water Technologies Inc

Industrials
-150
- 2.66%
$180.4 - $247.22 $27.1K - $37.1K
5.48K $1.35M
IAU
Ishares Gold Trust

ETFs
-1.42K
- 1.61%
$56.1 - $64.74 $79.6K - $91.9K
86.9K $5.42M
PH
Parker Hannifin Corp

Industrials
-27
- 1.05%
$517.23 - $700.54 $14K - $18.9K
2.55K $1.78M
VRSK
Verisk Analytics, Inc.

Industrials
-90
- 0.47%
$277.03 - $321.33 $24.9K - $28.9K
19.1K $5.96M
AMAT
Applied Materials Inc

Technology
-133
- 1.87%
$126.95 - $183.52 $16.9K - $24.4K
6.97K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
-1.04K
- 3.6%
$174.82 - $215.79 $181K - $224K
27.7K $5.99M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-1.56K
- 3.5%
$49.08 - $65.31 $76.6K - $102K
43K $2.74M
ETN
Eaton Corp PLC

Industrials
-3
- 0.08%
$246.52 - $356.99 $740 - $1.07K
3.76K $1.34M
WFC
Wells Fargo & Company

Financial Services
-688
- 1.49%
$60.98 - $80.12 $42K - $55.1K
45.5K $3.65M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-385
- 2.64%
$224.16 - $285.86 $86.3K - $110K
14.2K $4.06M
VEEV
Veeva Systems Inc

Healthcare
-57
- 0.92%
$209.39 - $289.94 $11.9K - $16.5K
6.15K $1.77M
ISRG
Intuitive Surgical Inc

Healthcare
-137
- 1.43%
$451.58 - $565.94 $61.9K - $77.5K
9.43K $5.13M
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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