Delaney Dennis R Investment Activity Analysis: Q3 2026 Portfolio Shifts
Insider trading activity report for Delaney Dennis R covering portfolio changes and sector allocation shifts as of June 30, 2026.
As part of our ongoing coverage of institutional investor movements, we've analyzed the latest filing data for Delaney Dennis R. This report details observable purchases and sales during Q3 2026 based on available transaction data.
The portfolio saw several notable changes this quarter. The most significant activity involved Procter & Gamble (PG), where the investor demonstrated substantial buying interest, adding shares that increased their position allocation to approximately 1.39% of the total portfolio value.
In contrast, there was a major reduction in exposure to technology sector stock Fiserv (FI). The sale resulted in an 85.96% decrease (-75.04%) in the position's share count, effectively exiting a significant portion of this stake.
Additionally, the investor acquired shares of Waste Connections (WCN), boosting its allocation to about 0.89% from previous levels. This suggests a strategic move towards sectors showing positive growth potential.
Conversely, the investor disposed of some holdings in Carrier Global (CARR), reducing its stake by approximately 76.79%. This exit aligns with a potential rebalancing or conviction shift regarding this industrial company.
Overall, the portfolio's holdings count increased slightly to 67 stocks during this period, while technology remains a dominant sector in terms of allocation but showed net outflows through these specific transactions. The investor also continued to hold large positions like NVIDIA (NVDA) and exited other significant holdings such as Fiserv (FI).