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 | 405552100 Common stock | $100 | +10 +0.06% | 17,016 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Corning Inc /Ny Common stock | $-272 | -2 -0.03% | 7,050 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Extra Space Storage Inc Common stock | $-393 | -3 -0.13% | 2,220 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Palantir Technologies Inc Common stock | $-439 | -3 -0.09% | 3,249 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $624 | +3 +0.08% | 3,770 0.02% of portfolio | low |
| Q1 2026 as of | Add | Becton Dickinson & Co Common stock | $629 | +4 +0.27% | 1,481 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $657 | +2 +0.02% | 11,350 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Corpay Inc Common stock | $-873 | -3 -0.07% | 4,511 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Labcorp Holdings Inc. Common stock | $-1.1K | -4 -0.31% | 1,269 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Arthur J. Gallagher & Co. Common stock | $-1.3K | -6 -0.26% | 2,330 <0.01% of portfolio | low |
| Q1 2026 as of | Add | BHP BHP Group Ltd ADR | $1.3K | +18 +0.25% | 7,246 0.01% of portfolio | low |
| Q1 2026 as of | Add | American Electric Power Co Inc Common stock | $1.3K | +10 +0.31% | 3,229 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Ross Stores, Inc. Common stock | $1.5K | +7 +0.61% | 1,163 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Rockwell Automation Inc Common stock | $1.8K | +5 +0.18% | 2,766 0.02% of portfolio | low |
| Q1 2026 as of | Add | DuPont de Nemours, Inc. Common stock | $1.8K | +40 +0.11% | 35,482 0.03% of portfolio | low |
| Q1 2026 as of | Add | Wec Energy Group, Inc. Common stock | $2.1K | +18 +0.77% | 2,365 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $2.2K | +41 +0.58% | 7,056 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Texas Pacific Land Corp Common stock | $2.4K | +5 +0.24% | 2,090 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Prologis Inc Common stock | $-2.4K | -18 -0.29% | 6,243 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 05964H105 Common stock | $-2.4K | -211 -1.23% | 16,925 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-2.6K | -3 -0.06% | 5,240 0.09% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $2.8K | +14 +0.21% | 6,741 0.03% of portfolio | low |
| Q1 2026 as of | Add | UMC United Microelectronics Corp ADR | $2.9K | +325 +2.53% | 13,189 <0.01% of portfolio | low |
| Q1 2026 as of | Add | CF Industries Holdings Inc Common stock | $3.0K | +23 +0.82% | 2,828 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 92206C706 Common stock | $-3.1K | -52 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Murphy USA Inc. Common stock | $-3.5K | -7 -1.18% | 586 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | McKesson Corp Common stock | $-3.5K | -4 -0.17% | 2,303 0.04% of portfolio | low |
| Q1 2026 as of | Add | MUFG Mitsubishi Ufj Financial Group Inc ADR | $3.9K | +227 +1.17% | 19,666 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 82509L107 Common stock | $4.5K | +38 +1.07% | 3,593 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-4.7K | -13 -0.27% | 4,859 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Chipotle Mexican Grill Inc Common stock | $-4.7K | -147 -0.68% | 21,495 0.01% of portfolio | low |
| Q1 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $4.9K | +17 +0.23% | 7,489 0.04% of portfolio | low |
| Q1 2026 as of | Add | Northrop Grumman Corp Common stock | $5.5K | +8 +0.60% | 1,335 0.02% of portfolio | low |
| Q1 2026 as of | Add | Elevance Health Inc Common stock | $5.6K | +19 +2.49% | 782 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Viatris Inc Common stock | $-5.8K | -427 -3.00% | 13,829 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 92206C680 Common stock | $-5.8K | -48 -100.00% | 0 | low |
| Q1 2026 as of | Add | TM Toyota Motor Corporation ADR | $6.2K | +30 +1.75% | 1,749 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Exelon Corp Common stock | $6.2K | +127 +2.48% | 5,244 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 904767803 Common stock | $-6.3K | -110 -0.64% | 17,154 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Unity Software Inc. Common stock | $-6.3K | -288 -1.87% | 15,108 <0.01% of portfolio | low |
| Q1 2026 as of | Add | General Motors Co Common stock | $6.4K | +86 +2.64% | 3,345 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | MetLife Inc Common stock | $-6.6K | -93 -2.46% | 3,686 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $7.0K | +74 +0.22% | 34,069 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Ebay Inc Common stock | $-7.0K | -77 -0.61% | 12,466 0.02% of portfolio | low |
| Q1 2026 as of | Add | SONY Sony Group Corp ADR | $7.1K | +343 +3.45% | 10,278 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 92204A108 Common stock | $-7.2K | -20 -1.53% | 1,283 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | VeriSign Inc Common stock | $-7.2K | -29 -2.78% | 1,015 <0.01% of portfolio | low |
| Q1 2026 as of | Add | TE Connectivity PLC Common stock | $7.3K | +35 +1.95% | 1,834 <0.01% of portfolio | low |
| Q1 2026 as of | Add | HSBC HSBC Holdings PLC ADR | $7.6K | +92 +1.68% | 5,580 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Illumina Inc Common stock | $-7.6K | -62 -0.32% | 19,401 0.05% of portfolio | low |