Bourgeon Capital Management LLC recently reduced its shareholding in Analog Devices, Inc. by 4.2% during the second quarter. The firm sold 502 shares, leaving it with 11,357 shares in the semiconductor company, according to a filing with the Securities and Exchange Commission.

Refined Wealth Management has taken a new position in Tesla, acquiring 668 shares during the second quarter. Valued at about $212,000, this investment represents around 0.1% of the firm’s holdings, according to its filing with the SEC.

First County Bank CT reduced its holdings in Walmart Inc. by 7.7%, selling 444 shares in the second quarter. Despite the decrease, the institutional investor still retains 5,317 shares worth about $520,000.

Fifth Third Securities Inc. sold a portion of its position in the VanEck Fallen Angel High Yield Bond ETF, reducing its holdings by 19.4%. The institution still holds 74,048 shares, valued at approximately $2.17 million.

One Wealth Advisors LLC reduced its position in the Vanguard Tax-Exempt Bond ETF by 8.5% during the second quarter of this year. The sale of 46,816 shares leaves the firm holding 502,680 shares, comprising 3.4% of its overall portfolio. This shift underscores a notable update in the firm’s investment strategy.

Trivium Point Advisory LLC has reduced its stake in Zoetis Inc. by 8.1% during the second quarter, selling 1,318 shares. Filings with the Securities & Exchange Commission indicate the firm now holds 14,997 shares of the company’s stock.

Trivium Point Advisory LLC reduced its holdings of Lockheed Martin by 7.3% in the second quarter, according to an SEC filing. The move, which involved selling 323 shares, leaves the firm with 4,073 shares of the aerospace giant.

Northwest Wealth Management LLC has deepened its position in Avantis U.S. Small Cap Equity ETF, raising its overall stake in the fund by 8.6% during the second quarter of 2025. This move adds 8,405 new shares to bring the firm’s total holdings to 105,753.

Northwest Wealth Management LLC recently reduced its stake in Avantis International Equity ETF. According to an SEC filing, the fund sold 372 shares, representing a 0.3% cut in its total holdings. The move leaves the firm with 130,155 shares heading into the year’s second half.

SummerHaven Investment Management LLC has expanded its stake in G-III Apparel Group, LTD. by 1.9% this quarter, purchasing an additional 562 shares to bring its total to 30,415. This move underscores a steady but measured show of confidence in the textile maker as reported in the latest SEC filing.

Harbour Capital Advisors LLC decreased its Microsoft stake by 0.3% in the 2nd quarter, according to a recent SEC filing. The firm sold 78 shares, leaving it with 29,167, while Microsoft continues to account for a significant 3% share of its portfolio.

Farther Finance Advisors LLC significantly increased its stake in Apple Inc. during the second quarter, boosting its holdings by 17.4%. According to the latest SEC filing, the firm now owns 573,665 shares, representing a total position valued at $117.70 million.

Park Avenue Securities LLC has boosted its holdings in Sensata Technologies Holding N.V. by 5.1% in the second quarter. According to a recent SEC filing, the fund purchased 690 shares, bringing its total to 14,315 shares in the scientific and technical instruments company.

Enzi Wealth recently reduced its position in NVIDIA Corporation by 10.2%, selling 2,123 shares during the second quarter. Despite this reduction, the institutional investor retains 18,692 shares in the computer hardware giant, as disclosed in a filing with the Securities and Exchange Commission.

Southland Equity Partners LLC recently disclosed a 3.3% increase in its NVIDIA holdings. The institutional investor’s stake now totals more than 20,000 shares, valued at approximately $3.16 million, underscoring its continued confidence in the computer hardware leader.

DA Davidson has reissued a Buy rating for Weyerhaeuser, placing a $35 target on its shares. The real estate investment trust has also drawn attention from several other analysts, including Citigroup, which recently decreased its price on the stock.

Trualt Bioenergy’s IPO has quickly drawn the attention of investors. Once the allotment is finalized, you can confirm if you’ve received shares by accessing official portals of India’s major stock exchanges or the registrar.

Chinese retailer Miniso intends to carve out its pop-culture collectibles segment and list it on the Hong Kong market. The move seeks to build on the surging demand for collectible toys and mimic the success of Labubu maker Pop Mart.

Nidec’s shares have taken a downturn after a widening accounting scandal shook investor confidence. A delayed financial report, filed three months late, uncovered fresh problems that suggest systemic issues and further erode trust in the company.

Fort Washington Investment Advisors Inc. OH recently increased its stake in Analog Devices by 0.3% in the second quarter, adding 817 shares and bringing its total to 260,495. This modest move underscores the firm’s continued confidence in the semiconductor company’s performance.

LVW Advisors LLC recently disclosed a 30% increase in its Lockheed Martin holdings, according to an SEC filing. The fund added 338 shares during the second quarter, bringing its total to 1,466 shares in the aerospace company. This transaction highlights continued interest in Lockheed Martin’s stock.