Fox Hill Wealth Management Portfolio Changes in Q2 2026
This report details the significant holdings changes observed by Fox Hill Wealth Management during the second quarter of 2026, including notable purchases and sales.
As part of its investment strategy, Fox Hill Wealth Management made several adjustments to its portfolio holdings during the second quarter ending June 30, 2026. The analysis focuses on changes observed in specific stocks compared to their previous positions.
Prominent Purchases and Increases
Fox Hill Wealth Management demonstrated significant buying activity this quarter, most notably with Caterpillar Inc. (CAT). The firm increased its stake in CAT by 4701 shares, representing a substantial 91.62% increase from the prior period. This move suggests confidence in the industrial equipment manufacturer's prospects.
Other significant purchases include:
- Caterpillar Inc.: Increased by 4,701 shares
- Bloom Energy Corp (BE): Entered a new position with purchases of 9,068 shares
- Danaerys Corp DEL (DHR): Entered a new position with purchases of 10,129 shares
- Lam Research Corp.: Increased by 2,293 shares (86.5%)
Notable Sales and Reductions
In contrast to the buying activity, Fox Hill Wealth Management also disposed of some holdings during Q2 2026.
- WisdomTree TR (WTAI): Sold shares resulting in a reduction by approximately 7,749 units (-52.9%)
The firm also reduced its position in WISDOMTREE TR (WTAI) significantly during this period.
Additional Changes and New Positions
Beyond the major shifts, Fox Hill Wealth Management made several other noteworthy changes:
- Rigetti Computing Inc. (RGTI): Entered a new position with purchases of 9,529 shares
- Core & Main Inc.: Increased by 7,684 shares (14.16%)
- Portland General Electric Co.: Increased by 2,600 shares (6.59%)
Overall Portfolio Activity Summary
The portfolio held a total of 108 stocks at the end of Q2 2026, with Technology and Industrials sectors dominating the allocations.
Fox Hill Wealth Management's significant buying activity this quarter included adding new positions in companies like Bloom Energy Corp (BE), Danaerys Corp DEL (DHR), and Rigetti Computing Inc. (RGTI). The firm also substantially increased its holdings of established names such as Caterpillar Inc. (CAT) and Lam Research Corp (LRCX).
Conversely, the investor disposed of WisdomTree TR (WTAI) shares during this period.