Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Itaú Unibanco Holding S.A. (NYSE:ITUB) during Q2 2026,…
Read moreFiling Details Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most…
Read moreFiling Details Farther Finance Advisors, LLC, a registered investment adviser, increased its position in Vanguard S&P 500 ETF (AMEX:VOO) by 22.8% during Q2 2026, according to its…
Read moreFiling Details FACTORY MUTUAL INSURANCE CO, a registered investment adviser, initiated a new position in JPMorgan Core Plus Bond ETF (BATS:JCPB) during Q2 2026, according to its…
Read moreFiling Details MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most…
Read moreFiling Details Egerton Capital LLP, a registered investment adviser, initiated a new position in Applied Materials, Inc. (NASDAQ:AMAT) during Q2 2026, according to its most recent…
Read moreFiling Details Waldron Private Wealth LLC, a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 520.3% during Q2 2026, according to…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in HDFC Bank Limited (NYSE:HDB) during Q2 2026, according to…
Read moreFiling Details GATEWAY INVESTMENT ADVISERS LLC, a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOG) during Q2 2026, according to its most recent…
Read moreFiling Details MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q2 2026, according to its…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Morgan Stanley (NYSE:MS) during Q2 2026, according to its…
Read moreFiling Details Metropolis Capital Ltd, a registered investment adviser, increased its position in Booking Holdings Inc. (NASDAQ:BKNG) by 2645.3% during Q2 2026, according to its…
Read moreFiling Details MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most…
Read moreFiling Details Envestnet Portfolio Solutions, Inc., a registered investment adviser, reduced its position in iShares S&P 500 Value ETF (AMEX:IVE) during Q2 2026, according to its…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in Dimensional US Core Equity Market ETF (AMEX:DFAU) during Q2 2026,…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in The Coca-Cola Company (NYSE:KO) during Q2 2026, according…
Read moreFiling Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, initiated a new position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during Q2…
Read moreFiling Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, reduced its position in VanEck Semiconductor ETF (NASDAQ:SMH) during Q2 2026, according to its most…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Western Digital Corporation (NASDAQ:WDC) during Q2 2026,…
Read moreFiling Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most…
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