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 | Sherwin Williams Co Common stock | $8.0K | +25 +1.87% | 1,363 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Genuine Parts Co Common stock | $-8.9K | -84 -2.30% | 3,572 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-9.6K | -33 -0.36% | 9,066 0.05% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $9.7K | +100 +3.17% | 3,251 <0.01% of portfolio | low |
| Q1 2026 as of | Add | O Reilly Automotive Inc Common stock | $9.7K | +105 +0.85% | 12,390 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Horton D R Inc /De Common stock | $-10.2K | -74 -2.17% | 3,342 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Omnicom Group Inc. Common stock | $10.3K | +137 +5.15% | 2,795 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $10.5K | +42 +2.92% | 1,480 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Sysco Corp Common stock | $-11.4K | -160 -0.88% | 18,125 0.03% of portfolio | low |
| Q1 2026 as of | Add | SMFG Sumitomo Mitsui Financial Group, Inc. ADR | $11.5K | +580 +4.12% | 14,642 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-11.6K | -92 -1.01% | 9,033 0.02% of portfolio | low |
| Q1 2026 as of | Add | Williams Cos Inc/The Common stock | $11.9K | +163 +0.47% | 34,914 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Northern Trust Corp Common stock | $-12.0K | -86 -0.76% | 11,261 0.03% of portfolio | low |
| Q1 2026 as of | Add | Crh Public Ltd Co Common stock | $12.1K | +115 +3.57% | 3,339 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-12.1K | -261 -2.48% | 10,255 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 456837103 Common stock | $-12.6K | -485 -5.64% | 8,107 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Duke Energy Corp Common stock | $-13.0K | -99 -3.46% | 2,765 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287523 Common stock | $13.5K | +41 +3.19% | 1,328 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-13.6K | -236 -2.54% | 9,058 0.01% of portfolio | low |
| Q1 2026 as of | Add | Cintas Corp Common stock | $14.2K | +84 +3.85% | 2,264 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Marsh & McLennan Companies, Inc. Common stock | $14.6K | +84 +0.07% | 121,874 0.41% of portfolio | low |
| Q1 2026 as of | Trim | YUMC Yum China Holdings, Inc. Common Stock | $-14.8K | -304 -3.30% | 8,920 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 803054204 Common stock | $15.1K | +88 +4.39% | 2,091 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | GE HealthCare Technologies Inc. Common stock | $-15.5K | -218 -4.07% | 5,139 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-16.1K | -180 -4.32% | 3,983 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $16.3K | +27 +2.42% | 1,144 0.01% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $16.6K | +191 +0.65% | 29,794 0.05% of portfolio | low |
| Q1 2026 as of | Add | 78470E106 Common stock | $16.7K | +335 +4.76% | 7,378 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Clorox Co /De Common stock | $-16.8K | -162 -2.69% | 5,854 0.01% of portfolio | low |
| Q1 2026 as of | Add | Autozone Inc Common stock | $16.9K | +5 +1.64% | 309 0.02% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $16.9K | +288 +2.73% | 10,844 0.01% of portfolio | low |
| Q1 2026 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-17.2K | -44 -4.33% | 972 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-17.2K | -73 -0.46% | 15,956 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Vertex Pharmaceuticals Inc / Ma Common stock | $-17.4K | -39 -0.98% | 3,937 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Kimberly Clark Corp Common stock | $-17.6K | -182 -4.25% | 4,097 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Martin Marietta Materials Inc Common stock | $18.2K | +31 +5.26% | 620 <0.01% of portfolio | low |
| Q1 2026 as of | Add | CME Group Inc Common stock | $18.3K | +62 +4.47% | 1,450 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908553 Common stock | $18.4K | +208 +1.28% | 16,519 0.03% of portfolio | low |
| Q1 2026 as of | Trim | KKR & Co. Inc. Common stock | $-18.5K | -200 -1.43% | 13,761 0.02% of portfolio | low |
| Q1 2026 as of | Add | American International Group, Inc. Common stock | $18.7K | +249 +6.86% | 3,878 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $19.1K | +34 +1.41% | 2,446 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-19.5K | -68 -2.48% | 2,676 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Affirm Holdings Inc Class a Common stock | $-19.8K | -432 -7.78% | 5,120 <0.01% of portfolio | low |
| Q1 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $20.8K | +166 +5.55% | 3,159 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $21.0K | +264 +0.66% | 40,318 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-21.5K | -233 -4.84% | 4,580 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Csx Corp Common stock | $21.5K | +523 +2.86% | 18,802 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-21.9K | -236 -0.55% | 42,699 0.08% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $22.9K | +507 +12.02% | 4,724 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Qnity Electronics, Inc. Common stock | $-23.1K | -200 -1.12% | 17,627 0.04% of portfolio | low |