Institutions / Monte Financial Group, LLC / Activity
Activity — Monte Financial Group, LLC
107 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Intuit Inc. Common stock | $5.05M | +16K | 15,976 1.62% of portfolio | medium |
| Q2 2026 as of | Exit | Omnicom Group Inc. Common stock | $-6.08M | -75K -100.00% | 0 | medium |
| Q2 2026 as of | New | Becton Dickinson & Co Common stock | $6.26M | +38K | 37,825 2.01% of portfolio | medium |
| Q2 2026 as of | New | Accenture plc Common stock | $6.44M | +39K | 38,822 2.06% of portfolio | medium |
| Q2 2026 as of | Trim | Hershey Co Common stock | $-6.51M | -37K -96.87% | 1,202 0.07% of portfolio | medium |
| Q2 2026 as of | Trim | Corning Inc /Ny Common stock | $-8.68M | -63K -95.55% | 2,925 0.13% of portfolio | medium |
| Q2 2026 as of | Trim | Dell Technologies Inc. Common stock | $-11.00M | -27K -70.53% | 11,343 1.47% of portfolio | medium |