MGO One Seven LLC significantly cut its stake in Deckers Outdoor Corporation during the second quarter of 2025, reducing its holdings by 60.2%. A recent 13F filing with the SEC shows that the firm sold 5,884 shares and now holds 3,890 shares in the textile maker.
Sterling Financial Planning Inc. sold 1,180 shares of Becton, Dickinson and Company in the second quarter, cutting its position by 46.2%. The firm now holds 1,372 shares in the medical instruments supplier.
BSW Wealth Partners recently cut its stake in Adobe Inc. by 10.9% during the second quarter, according to a new regulatory filing. The firm sold 161 shares, leaving it with 1,319 shares of the software giant’s stock.
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.
Sowell Financial Services LLC has undergone a significant shift in its investment portfolio, reducing its stake in Vale S.A. by 77.5% during the second quarter. The firm now holds 17,045 shares of the basic materials company, valued at $166,000.
Cigna Investments Inc. New sold 190 shares of Linde PLC during the second quarter, representing a 4.0% cut to its stake in the industrial gas supplier. The move, disclosed through a 13F filing with the SEC, leaves Cigna Investments with 4,616 shares valued at $2.17 million.
Westfuller Advisors LLC recently lowered its stake in the iShares TIPS Bond ETF, selling 349 shares in the second quarter. The move, which amounted to a 5.1% reduction, left the firm with 6,560 shares valued at $722,000.
TCV Trust & Wealth Management Inc. has reduced its holdings in Vanguard Mega Cap ETF, selling 265 shares in the second quarter. This 19.3% decrease leaves the institutional investor with 1,105 shares, as disclosed in a filing with the Securities & Exchange Commission.
A recent regulatory filing shows that Upper Left Wealth Management LLC reduced its holdings in the iShares International Treasury Bond ETF by 11.9% in the second quarter. The firm sold 1,926 shares, retaining 14,216 shares of the fund.
Strategic Financial Services Inc. has reduced its holdings in RTX Corporation by 22.3% in the first quarter, cutting 662 shares and leaving the firm with 2,309 shares. The latest move was disclosed in a 13F filing with the Securities and Exchange Commission.
