Zevin Asset Management LLC Purchases and Sells in Q3 2025

Zevin Asset Management LLC

$687 Million
Q3 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	6.75K + 5.4%	$153.3 - $186.58 $1.03M - $1.26M	132K $24.6M
SPY	277 + 1.67%	$617.65 - $666.84 $171K - $185K	16.9K $11.2M
QQQ	818 + 126.04%	$546.99 - $602.2 $447K - $493K	1.47K $881K
ESGV	1.59K + 36.3%	$109.47 - $119.06 $174K - $189K	5.96K $705K
IBM	642 + 78.58%	$234.77 - $292.47 $151K - $188K	1.46K $412K
VOO	78 + 3.22%	$567.77 - $614.76 $44.3K - $48K	2.5K $1.53M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLD	64.4K New	$104.08 - $115.35 $6.71M - $7.43M	64.4K $7.38M
TSLA	768 New	$293.94 - $444.72 $226K - $342K	768 $342K
MS	2.03K New	$139.09 - $161.16 $283K - $328K	2.03K $323K
CRM	1.35K New	$231.66 - $273.65 $312K - $368K	1.35K $319K
KHC	11.8K New	$25.63 - $28.94 $301K - $340K	11.8K $306K
CHRW	2.05K New	$96.73 - $137.09 $199K - $281K	2.05K $272K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADP	-11.8K - 12.57%	$288.69 - $310.94 $3.4M - $3.66M	82K $24.1M
MELI	-181 - 1.25%	$2292.04 - $2514.05 $415K - $455K	14.3K $33.5M
EMR	-31.4K - 22.62%	$128.6 - $149.63 $4.04M - $4.71M	108K $14.1M
NVO	-34.7K - 45.84%	$45.38 - $71.7 $1.58M - $2.49M	41K $2.28M
V	-4.31K - 4.72%	$332.09 - $358.86 $1.43M - $1.55M	87K $29.7M
LLY	-2.96K - 24.37%	$625.65 - $812.69 $1.85M - $2.4M	9.18K $7M

Activity Summary All Purchases 32 New Holdings 15 Increased Positions 17 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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