Cabot Wealth Management Inc Q2 2026 Portfolio Activity: Significant Buys & Sells Observed
Insights into Cabot Wealth Management's investment actions during Q2 2026, highlighting notable purchases and sales based on available disclosure data.
By Insiderset.Aug 3, 2026, 3:14 AM
As of June 30th, 2026, Cabot Wealth Management Inc's portfolio has shown activity through changes in its holdings during the quarter. The firm manages a substantial portfolio valued at approximately $902.6 million, with investments spread across various sectors as detailed in their allocations.
Notable Purchases Observed This Quarter
Cabot Wealth Management Inc registered several significant purchases during Q2 2026:
- VANGUARD WELLINGTON FD (VFMO): The firm acquired a considerable position in this fund, evidenced by a full 100% increase in shares held from the previous quarter.
- J P MORGAN EXCHANGE TRADED FUNDS (JMOM): Cabot purchased shares of this ETF trust, resulting in a portfolio allocation percentage jump of over 67.59%, indicating strong confidence or revised outlook.
- VANECK ETF TRUST (MOAT): There was a substantial increase in holdings for this ETF, with a nearly 68% rise in shares and corresponding value growth.
Significant Sales Observed This Quarter
In addition to buying activities, Cabot Wealth Management Inc also divested from certain positions during Q2 2026:
- VANGUARD WORLD FUNDS (VGT): The firm sold shares of this fund trust, leading to a complete exit with a 100% reduction in holdings.
- ISHARES TR (IEI): Cabot disposed of its entire position in this ETF, marking a significant sale and removal from the portfolio allocation list.