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
TPL
Texas Pacific Land Corp

Energy
-3
- 1.02%
$1036.28 - $1430.55 $3.11K - $4.29K
290 $306K
CACI
Caci International Inc

Technology
-174
- 28.29%
N/A
441 $188K
EPD
Enterprise Products Partners L.P.

Energy
-947
- 6.46%
$28.95 - $34.22 $27.4K - $32.4K
13.7K $425K
VIG
Vanguard Dividend Appreciation

ETFs
-400
- 27.72%
N/A
1.04K $189K
BFS
Saul Centers, Inc.

Real Estate
-1.21K
- 7.4%
$32.21 - $36.42 $39K - $44.1K
15.1K $516K
SPGI
S&P Global Inc.

Financial Services
-160
- 25.04%
$438.31 - $527.29 $70.1K - $84.4K
479 $252K
CL
Colgate Palmolive CO

Consumer Defensive
-628
- 11.64%
$87.57 - $96.0 $55K - $60.3K
4.77K $433K
VTV
Vanguard Value ETF

ETFs
-509
- 9.22%
$153.67 - $176.74 $78.2K - $90K
5.01K $885K
HPQ
Hp Inc

Technology
-240
- 1.38%
$21.88 - $29.32 $5.25K - $7.04K
17.2K $420K
OLP
One Liberty Properties Inc

Real Estate
-420
- 2.06%
$23.24 - $26.54 $9.76K - $11.1K
20K $477K
UNP
Union Pacific Corp

Industrials
-150
- 5.12%
$208.27 - $238.46 $31.2K - $35.8K
2.78K $638K
IQV
Iqvia Holdings Inc.

Healthcare
-131
- 8.16%
$137.0 - $174.37 $17.9K - $22.8K
1.47K $232K
VGT
Vanguard Information Technolog

ETFs
-315
- 23.86%
$470.37 - $663.28 $148K - $209K
1.01K $666K
MUB
Ishares National Muni Bond ETF

ETFs
-429
- 11.71%
$102.31 - $105.8 $43.9K - $45.4K
3.24K $337K
MANH
Manhattan Associates Inc

Technology
-614
- 19.3%
$143.9 - $197.47 $88.4K - $121K
2.57K $506K
SRCE
1 St Source Corp

Financial Services
-1.05K
- 10.24%
$53.28 - $62.88 $56.1K - $66.1K
9.23K $572K
NMRK
Newmark Group, Inc.

Real Estate
-2.94K
- 1.63%
$10.09 - $12.35 $29.7K - $36.3K
178K $2.16M
NWPX
Northwest Pipe CO

Industrials
-520
- 1.23%
$37.23 - $42.88 $19.4K - $22.3K
41.8K $1.71M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
-2.37K
- 4.91%
$6.97 - $8.23 $16.5K - $19.5K
46K $371K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.26K
- 12.05%
$72.96 - $90.39 $91.6K - $114K
9.17K $819K
VO
Vanguard Mid Cap ETF

ETFs
-178
- 15.68%
$228.54 - $279.83 $40.7K - $49.8K
957 $267K
MBWM
Mercantile Bank Corp

Financial Services
-921
- 11.7%
$38.53 - $46.41 $35.5K - $42.7K
6.95K $322K
UIS
Unisys Corp

Technology
-1.29K
- 0.59%
$3.71 - $5.73 $4.79K - $7.4K
217K $984K
INTC
Intel Corp

Technology
-654
- 4.22%
$18.13 - $22.69 $11.9K - $14.8K
14.8K $332K
ADBE
Adobe Inc.

Technology
-63
- 2.48%
$340.0 - $420.68 $21.4K - $26.5K
2.48K $957K
QCRH
Qcr Holdings Inc

Financial Services
-3
- 0.08%
$63.6 - $71.9 $191 - $216
3.92K $266K
FISV
Fiserv Inc

Technology
-85
- 0.07%
N/A
125K $15.7M
VEA
Vanguard Ftse Developed Market

ETFs
-3.29K
- 11.51%
$45.65 - $57.01 $150K - $187K
25.3K $1.44M
OBNK
Origin Bancorp, Inc.

Financial Services
-297
- 0.63%
N/A
46.6K $1.5M
FMBH
First Mid Bancshares, Inc.

Financial Services
-770
- 9.71%
$31.0 - $38.22 $23.9K - $29.4K
7.16K $268K
KEYS
Keysight Technologies, Inc.

Technology
-416
- 9.89%
$127.02 - $165.4 $52.8K - $68.8K
3.79K $621K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-141
- 1.4%
N/A
9.91K $565K
FOX
Fox Corp Cl B (De)

Communication Services
-49
- 0.91%
$43.81 - $53.0 $2.15K - $2.6K
5.31K $274K
HPE
Hewlett Packard Enterprise CO

Technology
-3.94K
- 27.12%
$12.51 - $20.45 $49.3K - $80.6K
10.6K $216K
MCS
Marcus Corp

Communication Services
-595
- 3.03%
$15.19 - $18.71 $9.04K - $11.1K
19K $321K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-269
- 1.38%
$22.68 - $23.28 $6.1K - $6.26K
19.2K $445K
A
Agilent Technologies, Inc.

Healthcare
-71
- 1.98%
$99.29 - $120.52 $7.05K - $8.56K
3.52K $415K
Howard Hughes Holdings Inc
-823
- 1.12%
N/A
72.4K $0
Madison Square Garden Entmt
-915
- 0.94%
N/A
96K $0
Annaly Capital Management In
-10.1K
- 3.18%
N/A
309K $0
American Healthcare Reit Inc
-12.4K
- 61.14%
N/A
7.88K $0
Jacobs Solutions Inc
-20
- 1.15%
N/A
1.72K $0
ETF Opportunities Trust
-39.7K
- 43.33%
N/A
51.9K $0
Arista Networks Inc
-86K
- 19.35%
N/A
359K $0
Two Hbrs Invt Corp
-202K
- 69.89%
N/A
87K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-30.6K
- 56.74%
N/A
23.3K $0
Perimeter Solutions Inc
-20.9K
- 6.7%
N/A
291K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-79
- 2.86%
$114.78 - $133.31 $9.07K - $10.5K
2.68K $357K
CMA
Comerica Inc

Financial Services
-162
- 0.89%
$50.42 - $59.65 $8.17K - $9.66K
18K $1.07M
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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