Institutions / Choate Investment Advisors / Activity
Activity — Choate Investment Advisors
389 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46434G103 Common stock | $194.02M | +2.8M +7363.10% | 2,819,485 3.85% of portfolio | high |
| Q1 2026 as of | Add | 464287200 Common stock | $87.38M | +134K +5.48% | 2,576,994 32.94% of portfolio | high |
| Q1 2026 as of | Trim | 41456U106 Common stock | $-80.82M | -2.9M -32.48% | 6,094,109 3.29% of portfolio | high |
| Q1 2026 as of | Trim | 464288414 Common stock | $-47.53M | -448K -38.42% | 717,755 1.49% of portfolio | medium |
| Q1 2026 as of | Add | 464288612 Common stock | $11.49M | +108K +5.13% | 2,205,187 4.60% of portfolio | medium |
| Q1 2026 as of | Add | 37954Y889 Common stock | $11.38M | +146K +794.11% | 163,918 0.25% of portfolio | medium |
| Q1 2026 as of | Add | 922042775 Common stock | $9.65M | +129K +4.32% | 3,104,806 4.56% of portfolio | medium |
| Q1 2026 as of | New | 464287515 Common stock | $7.72M | +96K | 96,468 0.15% of portfolio | medium |
| Q1 2026 as of | New | 37954Y368 Common stock | $7.49M | +203K | 203,136 0.15% of portfolio | medium |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $6.67M | +22K +41.37% | 73,585 0.45% of portfolio | medium |
| Q1 2026 as of | Add | Netflix Inc Common stock | $6.48M | +67K +172.77% | 106,431 0.20% of portfolio | medium |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $6.27M | +21K +15.29% | 160,833 0.93% of portfolio | medium |
| Q1 2026 as of | New | 464286525 Common stock | $5.89M | +49K | 49,288 0.12% of portfolio | medium |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-5.09M | -15K -10.51% | 131,885 0.85% of portfolio | medium |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $4.40M | +61K +67.17% | 152,261 0.21% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-4.22M | -26K -9.59% | 249,032 0.78% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $3.40M | +53K +9.30% | 622,729 0.78% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $2.39M | +3K +5.40% | 50,788 0.91% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $2.05M | +4K +8.38% | 46,325 0.52% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $2.04M | +27K +15.49% | 199,716 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-1.95M | -16K -3.63% | 416,008 1.01% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-1.85M | -8K -3.87% | 187,559 0.90% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-1.78M | -5K -3.81% | 133,480 0.88% of portfolio | low |
| Q1 2026 as of | Trim | Adobe Inc. Common stock | $-1.66M | -7K -12.90% | 46,217 0.22% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $1.62M | +6K +135.98% | 10,744 0.06% of portfolio | low |
| Q1 2026 as of | Trim | H01301128 Common stock | $-1.47M | -19K -28.23% | 49,519 0.07% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-1.41M | -10K -6.12% | 150,060 0.42% of portfolio | low |
| Q1 2026 as of | Add | 811543107 Common stock | $1.39M | +246 +213.91% | 361 0.04% of portfolio | low |
| Q1 2026 as of | Add | 922042742 Common stock | $1.32M | +10K +10.70% | 98,733 0.27% of portfolio | low |
| Q1 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-1.29M | -34K -12.80% | 231,940 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Fiserv Inc Common stock | $-1.27M | -23K -60.04% | 15,105 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Aptargroup, Inc. Common stock | $-1.24M | -10K -24.29% | 30,753 0.08% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $1.24M | +14K +35.82% | 53,409 0.09% of portfolio | low |
| Q1 2026 as of | Add | 464287457 Common stock | $1.23M | +15K +158.50% | 24,232 0.04% of portfolio | low |
| Q1 2026 as of | Add | Vulcan Materials Co Common stock | $1.19M | +4K +15.16% | 33,102 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Eog Resources Inc Common stock | $-1.15M | -8K -28.93% | 19,587 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-1.12M | -5K -15.69% | 29,120 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Iqvia Holdings Inc. Common stock | $-1.11M | -7K -62.93% | 3,838 0.01% of portfolio | low |
| Q1 2026 as of | Add | 921910725 Common stock | $1.10M | +15K +155.87% | 25,267 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Vontier Corp Common stock | $-1.06M | -30K -39.56% | 45,817 0.03% of portfolio | low |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $1.05M | +9K +101.14% | 18,487 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 78468R523 Common stock | $-1.05M | -11K -13.55% | 67,021 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 46137V357 Common stock | $-1.04M | -5K -11.18% | 43,206 0.16% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-948.8K | -2K -5.61% | 37,066 0.31% of portfolio | low |
| Q1 2026 as of | New | G0593M107 Common stock | $923.1K | +5K | 4,687 0.02% of portfolio | low |
| Q1 2026 as of | Add | RTX Corp Common stock | $915.5K | +5K +15.66% | 35,044 0.13% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $908.8K | +6K +25.58% | 30,332 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Edwards Lifesciences Corp Common stock | $-870.1K | -11K -10.07% | 97,061 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-865.9K | -869 -8.34% | 9,556 0.19% of portfolio | low |
| Q1 2026 as of | Exit | 74316P579 Common stock | $-834.1K | -13K -100.00% | 0 | low |