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 | Warren E. Buffett Common stock | $359.4K | +750 +1.12% | 67,648 0.63% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $361.5K | +1K +10.03% | 16,347 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-363.2K | -2K -2.24% | 102,100 0.31% of portfolio | low |
| Q1 2026 as of | Trim | Kroger Co Common stock | $-366.0K | -5K -22.75% | 17,179 0.02% of portfolio | low |
| Q1 2026 as of | New | 81369Y506 Common stock | $372.4K | +6K | 6,079 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-382.1K | -1K -8.66% | 12,675 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 00326A104 Common stock | $-389.9K | -9K -2.52% | 337,644 0.29% of portfolio | low |
| Q1 2026 as of | Trim | S&P Global Inc. Common stock | $-399.8K | -940 -7.35% | 11,842 0.10% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $400.2K | +14K +53.39% | 40,052 0.02% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $406.2K | +5K +27.20% | 23,960 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 09174C104 Common stock | $-411.7K | -11K -49.25% | 11,526 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $421.6K | +4K +3.56% | 102,005 0.24% of portfolio | low |
| Q1 2026 as of | Exit | 464287101 Common stock | $-423.2K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | 464287465 Common stock | $428.7K | +4K +8.96% | 53,681 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Waste Connections Inc Common stock | $-441.8K | -3K -2.50% | 105,864 0.34% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $466.4K | +828 +15.76% | 6,082 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 464287614 Common stock | $-485.2K | -1K -2.90% | 38,072 0.32% of portfolio | low |
| Q1 2026 as of | Exit | Lionsgate Studios Corp. Common stock | $-490.5K | -54K -100.00% | 0 | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $509.4K | +5K +9.09% | 65,915 0.12% of portfolio | low |
| Q1 2026 as of | Add | 46436F103 Common stock | $516.7K | +11K +25.95% | 53,698 0.05% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $522.2K | +11K +16.80% | 74,459 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $526.9K | +6K +13.09% | 50,291 0.09% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $560.0K | +133 +4.11% | 3,368 0.28% of portfolio | low |
| Q1 2026 as of | Trim | MSCI Inc. Common stock | $-585.4K | -1K -3.90% | 26,739 0.28% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $634.1K | +4K +19.59% | 23,523 0.08% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $643.9K | +2K +51.61% | 5,599 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-659.9K | -5K -40.74% | 7,452 0.02% of portfolio | low |
| Q1 2026 as of | Add | 921910691 Common stock | $684.5K | +11K +151.71% | 18,075 0.02% of portfolio | low |
| Q1 2026 as of | New | Valero Energy Corp Common stock | $691.6K | +3K | 2,799 0.01% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $696.6K | +1K +3.48% | 41,766 0.41% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $715.1K | +3K +4.60% | 74,702 0.32% of portfolio | low |
| Q1 2026 as of | Trim | 78468R663 Common stock | $-732.2K | -8K -45.58% | 9,541 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-739.3K | -3K -8.60% | 29,519 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-752.0K | -3K -0.87% | 297,195 1.67% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-758.8K | -4K -0.67% | 641,725 2.19% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-782.3K | -3K -1.23% | 219,400 1.23% of portfolio | low |
| Q1 2026 as of | Exit | 046353108 Common stock | $-798.2K | -9K -100.00% | 0 | low |
| Q1 2026 as of | Trim | ConocoPhillips Common stock | $-806.9K | -6K -10.36% | 52,908 0.14% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $810.8K | +15K +121.00% | 27,399 0.03% of portfolio | low |
| Q1 2026 as of | Exit | 74316P579 Common stock | $-834.1K | -13K -100.00% | 0 | 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 | Trim | Edwards Lifesciences Corp Common stock | $-870.1K | -11K -10.07% | 97,061 0.15% 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 | Add | RTX Corp Common stock | $915.5K | +5K +15.66% | 35,044 0.13% 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 | Trim | 78463V107 Common stock | $-948.8K | -2K -5.61% | 37,066 0.31% 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 | 78468R523 Common stock | $-1.05M | -11K -13.55% | 67,021 0.13% 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 | Vontier Corp Common stock | $-1.06M | -30K -39.56% | 45,817 0.03% of portfolio | low |