Zacks Investment Management Reduced Holdings in Q2 2025

Zacks Investment Management

  • $11.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-99.4K
- 44.44%
$274.35 - $599.47 $27.3M - $59.6M
124K $38.8M
DOW
Dow Inc.

Basic Materials
-1.11M
- 98.74%
$25.81 - $34.89 $28.7M - $38.8M
14.2K $374K
EMN
Eastman Chemical CO

Basic Materials
-403K
- 98.49%
$72.7 - $88.29 $29.3M - $35.6M
6.17K $460K
F
Ford Motor CO

Consumer Cyclical
-2.05M
- 95.9%
$8.69 - $10.85 $17.8M - $22.2M
87.5K $949K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-31.7K
- 36.88%
$421.16 - $509.5 $13.4M - $16.2M
54.3K $24.2M
PG
Procter & Gamble CO

Consumer Defensive
-14.6K
- 1.19%
$157.66 - $172.39 $2.3M - $2.52M
1.21M $193M
CHD
Church & Dwight CO Inc

Consumer Defensive
-141K
- 97.94%
$91.57 - $110.76 $12.9M - $15.6M
2.97K $285K
OKTA
Okta, Inc.

Technology
-133K
- 56.81%
$91.24 - $127.3 $12.1M - $16.9M
101K $10.1M
MSI
Motorola Solutions, Inc.

Technology
-28.3K
- 74.45%
$394.72 - $440.39 $11.2M - $12.5M
9.73K $4.09M
MRK
Merck & Co., Inc.

Healthcare
-1.15K
- 0.11%
$73.47 - $87.12 $84.4K - $100K
1.01M $80.2M
TRGP
Targa Resources Corp.

Energy
-37K
- 96.36%
$157.32 - $205.72 $5.82M - $7.62M
1.4K $243K
PPC
Pilgrims Pride Corp

Consumer Defensive
-128K
- 77.91%
$44.55 - $56.26 $5.71M - $7.22M
36.4K $1.64M
CVX
Chevron Corp

Energy
-832
- 0.28%
$133.73 - $168.51 $111K - $140K
292K $41.8M
TROW
Price T Rowe Group Inc

Financial Services
-64.2K
- 95.58%
$80.27 - $98.06 $5.16M - $6.3M
2.97K $286K
FIVN
Five9, Inc.

Technology
-187K
- 78.46%
$21.54 - $29.56 $4.03M - $5.53M
51.4K $1.36M
UNM
Unum Group

Financial Services
-61.6K
- 87.91%
$70.48 - $82.91 $4.34M - $5.11M
8.48K $684K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-13.4K
- 39.85%
$50.53 - $212.53 $675K - $2.84M
20.2K $1.12M
MASI
Masimo Corp

Healthcare
-26.5K
- 95.36%
$144.4 - $171.97 $3.83M - $4.56M
1.29K $217K
TMUS
T Mobile Us, Inc.

Communication Services
-479
- 0.32%
$220.99 - $268.54 $106K - $129K
150K $35.8M
TAP
Molson Coors Beverage CO

Consumer Defensive
-64.2K
- 72.33%
$47.24 - $62.46 $3.03M - $4.01M
24.6K $1.18M
MKC
Mccormick & CO Inc

Consumer Defensive
-47.5K
- 94.36%
$71.11 - $82.25 $3.38M - $3.91M
2.84K $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-151
- 0.36%
$390.26 - $489.06 $58.9K - $73.8K
41.3K $16.7M
BMY
Bristol Myers Squibb CO

Healthcare
-308
- 0.12%
$44.12 - $59.6 $13.6K - $18.4K
260K $12M
PLD
Prologis, Inc.

Real Estate
-206
- 0.04%
$89.76 - $112.34 $18.5K - $23.1K
512K $53.9M
AMGN
Amgen Inc

Healthcare
-1.28K
- 1.36%
$262.28 - $309.85 $337K - $398K
93.3K $26M
DASH
Door Dash, Inc.

Communication Services
-23.1K
- 63.05%
$163.16 - $246.51 $3.77M - $5.69M
13.5K $3.34M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-6.08K
- 67.46%
$388.56 - $520.27 $2.36M - $3.16M
2.93K $1.19M
GPS
Gap Inc

Consumer Cyclical
-146K
- 84.29%
N/A
27.2K $547K
PRA
Proassurance Corp

Financial Services
-117K
- 92.74%
$22.77 - $23.36 $2.67M - $2.74M
9.16K $209K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-4.81K
- 68.83%
$396.53 - $537.62 $1.91M - $2.58M
2.18K $945K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-53.4K
- 46.44%
$44.68 - $45.96 $2.39M - $2.45M
61.6K $2.82M
GTLB
Gitlab Inc.

Technology
-49.1K
- 82.52%
$40.52 - $53.43 $1.99M - $2.62M
10.4K $468K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-79.7K
- 47.52%
$28.18 - $29.22 $2.25M - $2.33M
88K $2.57M
UAL
United Airlines Holdings, Inc.

Industrials
-33.6K
- 86.61%
$56.15 - $84.23 $1.88M - $2.83M
5.19K $413K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-96.4K
- 46.68%
$22.4 - $23.8 $2.16M - $2.29M
110K $2.62M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-10.3K
- 46.41%
$224.32 - $326.09 $2.32M - $3.37M
11.9K $3.89M
PSTG
Pure Storage, Inc.

Technology
-125K
- 32.28%
$37.18 - $57.58 $4.64M - $7.18M
262K $15.1M
CNOB
Connect One Bancorp, Inc.

Financial Services
-75.7K
- 88.48%
$20.95 - $24.78 $1.59M - $1.88M
9.86K $228K
MATX
Matson, Inc.

Industrials
-12.9K
- 55.08%
$93.11 - $132.21 $1.2M - $1.71M
10.5K $1.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-18.2K
- 2.33%
$96.84 - $99.46 $1.76M - $1.81M
762K $75.6M
CALM
Cal Maine Foods Inc

Consumer Defensive
-15.7K
- 68.1%
$90.17 - $103.07 $1.41M - $1.62M
7.35K $732K
ADMA
Adma Biologics, Inc.

Healthcare
-48.2K
- 19.0%
$17.6 - $24.51 $849K - $1.18M
206K $3.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 0.18%
$483.48 - $539.8 $23.2K - $25.9K
26.1K $12.7M
NORW
Global X Msci Norway ETF

ETFs
-39.9K
- 82.48%
$23.08 - $30.73 $920K - $1.23M
8.47K $247K
NTAP
Net App, Inc.

Technology
-19.6K
- 34.7%
$76.1 - $106.55 $1.49M - $2.09M
37K $3.94M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
-250K
- 72.22%
$2.25 - $3.66 $562K - $915K
96.2K $274K
JHPI
John Hancock ETF Preferred Inc

ETFs
-44.5K
- 48.67%
$21.76 - $22.63 $969K - $1.01M
46.9K $1.06M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-21K
- 10.37%
$45.2 - $46.6 $948K - $977K
181K $8.4M
VGSH
Vanguard

ETFs
-15.9K
- 10.21%
$58.32 - $58.95 $928K - $938K
140K $8.23M
Activity Summary
Buys All Purchases 409 New Holdings 138 Increased Positions 271 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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