Asset Planning Inc Q2 2026 Portfolio Shifts: Major Buys & Sales in Tech, Healthcare
Asset Planning Inc's portfolio saw significant changes during the second quarter of 2026. The firm notably increased its stake in Alphabet (GOOGL) while divesting from Allstate and exiting positions in several other stocks.
By Insiderset.Jul 29, 2026, 6:38 PM
Asset Planning Inc's portfolio saw significant changes during the second quarter of 2026. The firm notably increased its stake in Alphabet (GOOGL) while divesting from Allstate and exiting positions in several other stocks.