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 | Advanced Micro Devices Inc Common stock | $54.1K | +266 +4.43% | 6,266 0.02% of portfolio | low |
| Q1 2026 as of | Add | Cigna Group Common stock | $54.2K | +203 +2.89% | 7,233 0.04% of portfolio | low |
| Q1 2026 as of | Add | Parker-Hannifin Corp Common stock | $54.6K | +61 +2.94% | 2,137 0.04% of portfolio | low |
| Q1 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-55.1K | -500 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 81369Y704 Common stock | $-55.1K | -341 -1.41% | 23,890 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-55.4K | -170 -1.23% | 13,681 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Roper Technologies Inc Common stock | $-55.6K | -157 -6.85% | 2,135 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Mettler-Toledo International Inc Common stock | $-56.8K | -45 -2.76% | 1,584 0.04% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-57.6K | -203 -0.95% | 21,215 0.12% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $57.7K | +2K +5.94% | 35,526 0.02% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $58.6K | +477 +10.35% | 5,087 0.01% of portfolio | low |
| Q1 2026 as of | Exit | 879382208 Common stock | $-59.1K | -15K -100.00% | 0 | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $60.9K | +86 +0.92% | 9,446 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-61.0K | -369 -7.50% | 4,554 0.01% of portfolio | low |
| Q1 2026 as of | Add | United Rentals Inc Common stock | $61.2K | +84 +22.64% | 455 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Aflac Inc Common stock | $-61.2K | -558 -1.56% | 35,272 0.08% of portfolio | low |
| Q1 2026 as of | Add | Cummins Inc Common stock | $61.3K | +114 +17.35% | 771 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Boston Scientific Corp Common stock | $-63.4K | -1K -14.15% | 6,133 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Darden Restaurants Inc Common stock | $-64.5K | -329 -15.91% | 1,739 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $67.8K | +1K +6.73% | 21,426 0.02% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $68.0K | +877 +0.85% | 103,864 0.16% of portfolio | low |
| Q1 2026 as of | Add | 055622104 Common stock | $69.2K | +1K +2.22% | 67,697 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-69.3K | -141 -1.36% | 10,207 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Seagate Technology Holdings PLC Common stock | $-69.7K | -178 -4.67% | 3,632 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Teradyne, Inc Common stock | $-70.3K | -237 -10.29% | 2,067 0.01% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $70.5K | +731 +0.92% | 80,358 0.15% of portfolio | low |
| Q1 2026 as of | Trim | General Dynamics Corp Common stock | $-70.7K | -206 -9.67% | 1,925 0.01% of portfolio | low |
| Q1 2026 as of | Trim | CVS HEALTH Corp Common stock | $-71.2K | -992 -10.26% | 8,676 0.01% of portfolio | low |
| Q1 2026 as of | Trim | American Tower Corp Common stock | $-71.8K | -416 -6.24% | 6,250 0.02% of portfolio | low |
| Q1 2026 as of | Add | Otis Worldwide Corp Common stock | $72.3K | +938 +20.97% | 5,412 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Moody's Corp Common stock | $-74.6K | -171 -8.43% | 1,858 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287226 Common stock | $-75.5K | -761 -10.67% | 6,374 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-78.4K | -157 -0.29% | 54,414 0.53% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $79.4K | +419 +0.98% | 43,016 0.16% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $79.7K | +1K +2.93% | 46,150 0.05% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $80.4K | +95 +2.51% | 3,883 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-81.0K | -3K -1.96% | 144,007 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 922042874 Common stock | $-82.4K | -1K -8.16% | 11,255 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Skyworks Solutions, Inc. Common stock | $-86.5K | -2K -18.07% | 7,322 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Trane Technologies plc Common stock | $87.5K | +210 +17.66% | 1,399 0.01% of portfolio | low |
| Q1 2026 as of | Add | Packaging Corp of America Common stock | $87.7K | +413 +32.75% | 1,674 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Synopsys Inc Common stock | $88.4K | +223 +36.08% | 841 <0.01% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $89.8K | +68 +6.30% | 1,148 0.03% of portfolio | low |
| Q1 2026 as of | Trim | NIKE, Inc. Common stock | $-90.7K | -2K -13.74% | 10,781 0.01% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $98.7K | +1K +15.67% | 11,033 0.01% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $99.6K | +216 +8.04% | 2,904 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 66987V109 Common stock | $-100.1K | -655 -2.10% | 30,492 0.09% of portfolio | low |
| Q1 2026 as of | Add | 464288257 Common stock | $101.1K | +731 +5.75% | 13,438 0.04% of portfolio | low |
| Q1 2026 as of | Add | CARRIER GLOBAL Corp Common stock | $101.7K | +2K +10.79% | 18,548 0.02% of portfolio | low |
| Q1 2026 as of | Add | Intel Corp Common stock | $105.5K | +2K +3.37% | 73,250 0.06% of portfolio | low |