Institutions / Whittier Trust Co / Activity
Activity — Whittier Trust Co
902 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Valero Energy Corp Common stock | $-6.32M | -26K -12.14% | 186,364 0.52% of portfolio | medium |
| Q1 2026 as of | Add | Cloudflare, Inc. Common stock | $6.08M | +29K +9.20% | 340,968 0.81% of portfolio | medium |
| Q1 2026 as of | Trim | Taylor Morrison Home Corp Common stock | $-6.03M | -103K -99.10% | 937 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-5.83M | -16K -1.58% | 974,500 4.10% of portfolio | medium |
| Q1 2026 as of | New | Everus Construction Group, Inc. Common stock | $5.74M | +48K | 47,557 0.06% of portfolio | medium |
| Q1 2026 as of | Trim | Graphic Packaging Holding Co Common stock | $-4.97M | -517K -98.48% | 7,966 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Sun Communities, Inc. Common stock | $-4.76M | -37K -14.09% | 227,245 0.33% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $4.73M | +16K +3.58% | 451,573 1.55% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $4.71M | +12K +10.03% | 129,576 0.58% of portfolio | low |
| Q1 2026 as of | Add | Tapestry Inc Common stock | $4.51M | +31K +6568.83% | 31,877 0.05% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $4.38M | +15K +2.26% | 671,640 2.24% of portfolio | low |
| Q1 2026 as of | Trim | 084670108 Common stock | $-4.30M | -6 -11.32% | 47 0.38% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $4.27M | +79K +7.19% | 1,177,251 0.72% of portfolio | low |
| Q1 2026 as of | Add | Doximity, Inc. Common stock | $4.24M | +184K +84669.59% | 183,950 0.05% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $4.24M | +22K +7.53% | 314,938 0.68% of portfolio | low |
| Q1 2026 as of | Add | 464287689 Common stock | $4.20M | +11K +52.23% | 32,643 0.14% of portfolio | low |
| Q1 2026 as of | Add | Amphenol Corp /De Common stock | $4.18M | +33K +7.33% | 484,572 0.69% of portfolio | low |
| Q1 2026 as of | Trim | Solstice Advanced Materials Inc. Common stock | $-4.10M | -53K -74.52% | 17,968 0.02% of portfolio | low |
| Q1 2026 as of | Exit | 74349Y837 Common stock | $-4.03M | -135K -100.00% | 0 | low |
| Q1 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $3.97M | +19K +7.88% | 254,831 0.61% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $3.88M | +8K +6.22% | 135,624 0.75% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $3.85M | +8K +3.49% | 239,727 1.29% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $3.75M | +28K +9.41% | 331,133 0.49% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $3.68M | +14K +10.02% | 156,256 0.46% of portfolio | low |
| Q1 2026 as of | Add | RTX Corp Common stock | $3.45M | +17K +4.07% | 444,870 1.00% of portfolio | low |
| Q1 2026 as of | Add | EQT Corp Common stock | $3.39M | +56K +9.56% | 643,321 0.44% of portfolio | low |
| Q1 2026 as of | Add | Evercore Inc Common stock | $3.38M | +11K +1238.06% | 11,989 0.04% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $3.35M | +15K +5.00% | 308,462 0.79% of portfolio | low |
| Q1 2026 as of | Trim | Fair Isaac Corp Common stock | $-3.33M | -3K -28.12% | 7,779 0.10% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $3.32M | +27K +4.92% | 585,422 0.80% of portfolio | low |
| Q1 2026 as of | New | Usio, Inc. Common stock | $3.20M | +2.7M | 2,713,852 0.04% of portfolio | low |
| Q1 2026 as of | Add | 78467Y107 Common stock | $3.19M | +5K +3.98% | 133,073 0.94% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $3.18M | +7K +6.76% | 111,103 0.57% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $3.14M | +11K +5.33% | 215,176 0.70% of portfolio | low |
| Q1 2026 as of | Add | ServiceTitan, Inc. Common stock | $2.96M | +47K +77.48% | 107,770 0.08% of portfolio | low |
| Q1 2026 as of | Add | 48251W500 Common stock | $2.91M | +73K +83.10% | 161,428 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-2.78M | -8K -16.95% | 39,709 0.15% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $2.75M | +3K +4.18% | 67,317 0.77% of portfolio | low |
| Q1 2026 as of | Trim | Monolithic Power Systems Inc Common stock | $-2.65M | -2K -5.07% | 42,010 0.56% of portfolio | low |
| Q1 2026 as of | Add | 464288240 Common stock | $2.61M | +38K +21.21% | 214,958 0.17% of portfolio | low |
| Q1 2026 as of | Add | 78464A870 Common stock | $2.55M | +20K +8.31% | 257,702 0.37% of portfolio | low |
| Q1 2026 as of | Add | O Reilly Automotive Inc Common stock | $2.42M | +26K +6.56% | 426,076 0.44% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $2.41M | +15K +2.60% | 589,918 1.08% of portfolio | low |
| Q1 2026 as of | New | Figure Technology Solutions, Inc. Common stock | $2.32M | +72K | 71,797 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Builders FirstSource Inc Common stock | $-2.28M | -28K -25.11% | 82,883 0.08% of portfolio | low |
| Q1 2026 as of | Add | East West Bancorp Inc Common stock | $2.23M | +20K +8.31% | 264,173 0.33% of portfolio | low |
| Q1 2026 as of | Add | Caseys General Stores Inc Common stock | $2.22M | +3K +9.99% | 32,745 0.28% of portfolio | low |
| Q1 2026 as of | New | Karman Holdings Inc. Common stock | $2.16M | +25K | 25,030 0.02% of portfolio | low |
| Q1 2026 as of | Add | Teledyne Technologies Inc Common stock | $2.01M | +3K +9.02% | 38,441 0.27% of portfolio | low |
| Q1 2026 as of | Add | Capital One Financial Corp Common stock | $1.98M | +11K +10.38% | 114,335 0.24% of portfolio | low |