Bradley Foster & Sargent Inc/Ct Activity Analysis: Q2 2026 Portfolio Shifts

Bradley Foster & Sargent Inc/Ct (investor_slug: bradley-foster-and-sargent-inc-ct) demonstrated notable buying and selling activity during the quarter ending June 30, 2026.

Significant Purchases Observed This Quarter

The investor showed strong buying interest in several areas. A major purchase was detected in Danaher (DHR), acquiring an additional 254,630 shares (DHR). This significant increase suggests confidence in the healthcare sector leader.

Furthermore, Bradley Foster & Sargent Inc/Ct notably added positions to emerging growth and technology-focused Exchange-Traded Funds (ETFs). The investor purchased a substantial number of shares in iShares Core MSCI Emerging Markets Index Fund ETF Shares (IEMG), establishing or significantly increasing their stake for the first time (IEMG). Similarly, they added Vanguard Mid Cap ETF (VO) shares (VO) and iShares Tr Russell 1000 Growth Fund (IWF) shares (IWF), indicating a strategic approach to market exposure.

In the stock segment, they increased their position in Taiwan Semiconductor Manufacturing Co Ltd (TSM), acquiring 90,741 more shares (TSM). This significant addition aligns with their interest in high-weightage technology holdings. They also boosted their stake in Repligen Corp (RGEN), adding 195,435 shares (RGEN). Additionally, the investor significantly increased their position in ServiceNow Inc (NOW) by acquiring 214,687 more shares (NOW). These purchases highlight targeted growth opportunities within specific sectors.

Major Sales and Exits This Quarter

The investor also conducted notable sales during the quarter. The most significant exit was from Boston Scientific (BSX), where they sold a large number of shares, resulting in an 88.92% reduction in their stake (BSX). This substantial decrease suggests a major divestment strategy.

Other significant selling activities were observed with DHR, but this was actually an increase, not a sale. The data shows they bought shares in DHR during the period mentioned as part of their changed holdings (Danaher (DHR)). Similarly, sales for other symbols like SCHM and F are indicated by negative changes.

Additionally, Bradley Foster & Sargent Inc/Ct reduced its position in Schwab U.S. Large Cap ETF (SCHX), selling shares that led to a 28.43% decrease (SCHX). They also sold shares from their position in Vanguard Mid Cap ETF (VO), although the change percentage is very high at 315.22%, indicating either a large sale or an error, but reflecting significant reduction (VO). These exits show a clear shift away from certain established positions.

Overall Portfolio Changes and Insights

The portfolio of Bradley Foster & Sargent Inc/Ct experienced changes across various holdings. The total number of holdings decreased slightly, indicating some consolidation or removal of less significant positions.

The investor's actions reflect a dynamic approach to their investments. They simultaneously increased exposure in emerging markets and high-growth ETFs while reducing stakes in specific large-cap stocks like Boston Scientific (BSX). This suggests a potential strategy focused on capitalizing on growth opportunities, particularly in technology and healthcare sectors, alongside diversification through ETFs.

Furthermore, the investor maintained or adjusted positions in other key areas. They increased their stake in Agnico Eagle Mines Ltd (AEM), adding 20,013 shares (AEM). Conversely, they sold shares from Marcus & Millichap Corp (MMC) and exited positions in other ETFs like IWF. The overall portfolio percentage allocation shows shifts away from some large-cap stocks but continued focus on certain technology names.

The data provided offers a snapshot of Bradley Foster & Sargent Inc/Ct's activity for the period ending June 30, 2026. For more detailed information, including complete holdings and performance metrics, please refer to their official filings or visit their institutional profile.