Institutions / Guardian Capital, LLC / Activity
Activity — Guardian Capital, LLC
97 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Curtiss Wright Corp Common stock | $758 | +1 +0.07% | 1,349 0.84% of portfolio | low |
| Q2 2026 as of | Trim | 46438G570 Common stock | $-3.3K | -100 -1.25% | 7,900 0.21% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $10.0K | +27 +2.24% | 1,231 0.37% of portfolio | low |
| Q2 2026 as of | Trim | 921946406 Common stock | $-14.7K | -93 -3.49% | 2,574 0.33% of portfolio | low |
| Q2 2026 as of | Add | 78467X109 Common stock | $21.9K | +42 +2.52% | 1,707 0.73% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-37.9K | -106 -5.58% | 1,794 0.52% of portfolio | low |
| Q2 2026 as of | Trim | 37954Y673 Common stock | $-42.4K | -720 -8.76% | 7,500 0.36% of portfolio | low |
| Q2 2026 as of | Trim | Howmet Aerospace Inc. Common stock | $-44.4K | -165 -6.96% | 2,204 0.48% of portfolio | low |
| Q2 2026 as of | Add | 46137V100 Common stock | $49.5K | +280 +7.75% | 3,895 0.56% of portfolio | low |
| Q2 2026 as of | Trim | 46434V621 Common stock | $-65.9K | -870 -8.50% | 9,365 0.58% of portfolio | low |
| Q2 2026 as of | Add | 74348A467 Common stock | $78.0K | +1K +44.12% | 4,537 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Deere & Co Common stock | $-95.0K | -150 -30.86% | 336 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-119.3K | -112 -27.45% | 296 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 33738R704 Common stock | $-123.9K | -930 -10.67% | 7,790 0.85% of portfolio | low |
| Q2 2026 as of | Trim | 92204A876 Common stock | $-133.1K | -680 -39.47% | 1,043 0.17% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $133.3K | +178 +29.62% | 779 0.48% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-151.3K | -601 -38.62% | 955 0.20% of portfolio | low |
| Q2 2026 as of | Trim | Pepsico Inc Common stock | $-152.9K | -1K -42.77% | 1,511 0.17% of portfolio | low |
| Q2 2026 as of | Add | 78463V107 Common stock | $170.2K | +462 +9.07% | 5,558 1.67% of portfolio | low |
| Q2 2026 as of | Trim | 92204A603 Common stock | $-172.5K | -479 -41.22% | 683 0.20% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-195.0K | -552 -22.60% | 1,891 0.55% of portfolio | low |
| Q2 2026 as of | Trim | 464288513 Common stock | $-196.2K | -2K -8.60% | 26,089 1.71% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-204.0K | -202 -49.63% | 205 0.17% of portfolio | low |
| Q2 2026 as of | Exit | Johnson & Johnson Common stock | $-210.1K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287309 Common stock | $-211.4K | -2K -47.88% | 1,673 0.19% of portfolio | low |
| Q2 2026 as of | Exit | Stryker Corp Common stock | $-216.5K | -616 -100.00% | 0 | low |
| Q2 2026 as of | Trim | Lowes Companies Inc Common stock | $-217.0K | -984 -42.75% | 1,318 0.24% of portfolio | low |
| Q2 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-218.5K | -2K -45.37% | 2,253 0.22% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $221.7K | +868 | 868 0.18% of portfolio | low |
| Q2 2026 as of | Exit | 78464A409 Common stock | $-238.3K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-244.4K | -3K -36.29% | 6,009 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-252.1K | -1K -18.70% | 5,752 0.90% of portfolio | low |
| Q2 2026 as of | Trim | 92189F643 Common stock | $-257.4K | -2K -41.49% | 3,491 0.30% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $267.4K | +1K +31.07% | 5,176 0.92% of portfolio | low |
| Q2 2026 as of | Add | 00888H455 Common stock | $269.3K | +9K +69.95% | 21,635 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 464287655 Common stock | $-276.2K | -919 -47.99% | 996 0.24% of portfolio | low |
| Q2 2026 as of | New | 33737A108 Common stock | $281.9K | +1K | 1,470 0.23% of portfolio | low |
| Q2 2026 as of | Exit | Automatic Data Processing Inc Common stock | $-286.1K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | American Express Co Common stock | $-290.5K | -785 -100.00% | 0 | low |
| Q2 2026 as of | Exit | International Business Machines Corp Common stock | $-290.8K | -982 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Qualcomm INC/DE Common stock | $-292.4K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Linde PLC Common stock | $-296.3K | -695 -100.00% | 0 | low |
| Q2 2026 as of | New | Virtus Seix Senior Loan ETF Common stock | $298.4K | +13K | 12,902 0.24% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-299.6K | -255 -31.76% | 548 0.53% of portfolio | low |
| Q2 2026 as of | New | 46434V803 Common stock | $302.0K | +6K | 6,435 0.25% of portfolio | low |
| Q2 2026 as of | Exit | Ross Stores, Inc. Common stock | $-306.8K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Intuit Inc. Common stock | $-308.7K | -466 -100.00% | 0 | low |
| Q2 2026 as of | Trim | Merck & Co., Inc. Common stock | $-313.0K | -2K -50.79% | 2,360 0.25% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $317.6K | +275 | 275 0.26% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-324.1K | -990 -57.93% | 719 0.19% of portfolio | low |