Institutions / Davidson Trust Co / Activity

Activity — Davidson Trust Co

138 moves.

BiggestNew positionsBiggest addsExits
InsidersInstitutions
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddWaste Management Inc
Common stock
$177.4K+772
+64.12%
1,976
0.20% of portfolio
low
Q1 2026
as of
AddJPMorgan Chase & Co
Common stock
$187.1K+636
+5.04%
13,259
1.68% of portfolio
low
Q1 2026
as of
New92189F106
Common stock
$200.1K+2K
2,180
0.09% of portfolio
low
Q1 2026
as of
NewFirst Interstate Bancsystem Inc
Common stock
$200.5K+6K
6,004
0.09% of portfolio
low
Q1 2026
as of
NewLam Research Corp
Common stock
$206.4K+966
966
0.09% of portfolio
low
Q1 2026
as of
Add464287226
Common stock
$207.1K+2K
+5.62%
39,216
1.68% of portfolio
low
Q1 2026
as of
NewG0593M107
Common stock
$207.8K+1K
1,054
0.09% of portfolio
low
Q1 2026
as of
ExitiShares MSCI UAE ETF
Common stock
$-211.8K-2K
-100.00%
0
low
Q1 2026
as of
NewSolstice Advanced Materials Inc.
Common stock
$216.1K+3K
2,837
0.09% of portfolio
low
Q1 2026
as of
ExitTrimble Inc.
Common stock
$-217.9K-3K
-100.00%
0
low
Q1 2026
as of
Exit72200N106
Common stock
$-228.2K-26K
-100.00%
0
low
Q1 2026
as of
NewMondelez International, Inc.
Common stock
$236.5K+4K
4,103
0.10% of portfolio
low
Q1 2026
as of
ExitIntuit Inc.
Common stock
$-241.1K-364
-100.00%
0
low
Q1 2026
as of
ExitFerguson Enterprises Inc. /DE
Common stock
$-246.7K-1K
-100.00%
0
low
Q1 2026
as of
New464288273
Common stock
$261.5K+3K
3,335
0.11% of portfolio
low
Q1 2026
as of
TrimChubb Ltd
Common stock
$-271.8K-834
-11.63%
6,340
0.89% of portfolio
low
Q1 2026
as of
NewSeagate Technology Holdings PLC
Common stock
$272.3K+695
695
0.12% of portfolio
low
Q1 2026
as of
AddPfizer Inc
Common stock
$283.8K+10K
+22.63%
54,760
0.66% of portfolio
low
Q1 2026
as of
AddiShares MSCI UAE ETF
Common stock
$305.2K+4K
+6.05%
61,732
2.31% of portfolio
low
Q1 2026
as of
TrimRTX Corp
Common stock
$-317.1K-2K
-10.71%
13,700
1.14% of portfolio
low
Q1 2026
as of
TrimJohnson & Johnson
Common stock
$-321.2K-1K
-6.46%
19,041
2.01% of portfolio
low
Q1 2026
as of
TrimAbbott Laboratories
Common stock
$-336.2K-3K
-6.44%
47,613
2.11% of portfolio
low
Q1 2026
as of
TrimApple Inc.
Common stock
$-358.6K-1K
-2.42%
56,916
6.23% of portfolio
low
Q1 2026
as of
NewiShares MSCI UAE ETF
Common stock
$369.3K+3K
2,593
0.16% of portfolio
low
Q1 2026
as of
TrimMeta Platforms Inc
Common stock
$-378.8K-662
-36.76%
1,139
0.28% of portfolio
low
Q1 2026
as of
ExitCARRIER GLOBAL Corp
Common stock
$-384.0K-7K
-100.00%
0
low
Q1 2026
as of
Add78462F103
Common stock
$392.8K+604
+13.76%
4,995
1.40% of portfolio
low
Q1 2026
as of
Add922908736
Common stock
$394.2K+902
+7.94%
12,266
2.31% of portfolio
low
Q1 2026
as of
TrimPROCTER & GAMBLE Co
Common stock
$-437.1K-3K
-16.23%
15,618
0.97% of portfolio
low
Q1 2026
as of
New46137V357
Common stock
$565.6K+3K
2,947
0.24% of portfolio
low
Q1 2026
as of
TrimAbbVie Inc.
Common stock
$-568.1K-3K
-6.70%
36,350
3.41% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-575.1K-2K
-28.37%
5,049
0.63% of portfolio
low
Q1 2026
as of
TrimExxon Mobil Corp
Common stock
$-795.2K-5K
-15.48%
25,593
1.87% of portfolio
low
Q1 2026
as of
TrimMicrosoft Corp
Common stock
$-1.07M-3K
-6.76%
40,046
6.39% of portfolio
low
Q1 2026
as of
New808524805
Common stock
$1.15M+46K
46,370
0.49% of portfolio
low
Q1 2026
as of
TrimBroadcom Inc.
Common stock
$-1.30M-4K
-50.94%
4,045
0.54% of portfolio
low
Q1 2026
as of
ExitNAC
Nuveen California Quality Municipal Income Fund
Closed-End Fund
$-1.75M-148K
-100.00%
0
low
Q1 2026
as of
Add808524201
Common stock
$2.65M+103K
+120.81%
189,035
2.09% of portfolio
low
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