Franklin Parlapiano Turner & Welch Llc Investment Activity in Q2 2026
Franklin Parlapiano Turner & Welch Llc's portfolio saw significant changes during the second quarter of 2026, marked by substantial increases in certain holdings and reductions in others.
Major Purchases Observed
Franklin Parlapiano Turner & Welch Llc demonstrated considerable buying activity this quarter. The most notable purchase was a significant increase in shares of the Vanguard FTSE Developed Markets ETF (VEA), which experienced an impressive 89.15% change from its prior period value, adding substantial weight to its portfolio allocation.
Additionally, the firm added several other positions or increased existing ones by notable percentages. Shares of STRYKER CORP (SQ) were purchased entirely anew (100% increase), while ACCENTURE LTD BERMUDA CL A (ACN) saw an 8.7% change in shares, and MARSH & MCLENNAN COS INC COM (MMC) experienced a modest but positive 4.13% increase.
The firm also showed interest in other sectors, adding shares of CONOCOPHILLIPS COM (COP) with an 8.93% change and CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) seeing a positive 10.63% change in its allocation.
Significant Sales Observed
Franklin Parlapiano Turner & Welch Llc also reduced several holdings during Q2 2026, indicating strategic adjustments or profit-taking actions. The largest reduction was observed in the Vanguard S&P 500 ETF (VOO), which saw a decrease of approximately 2.98% from its prior period allocation.
Other substantial decreases included shares of ISHARES FTSE NAREIT RESID PLUS CP IDX (REZ) (-0.1%), VANGUARD INTERMEDIATE-TERM BOND ETF (BIV) (-0.76%), and ISHARES TR RUSSELL 1000 INDEX ETF (IWB) (-1.29%).
Furthermore, the firm exited or reduced positions in established individual stocks like JOHNSON & JOHNSON COM (JNJ) (-3.48%), EXPEDITORS INTL WASH INC COM (EXPD) (-2.21%), and NOVARTIS AG ADR (NVS) (-2.58%).
Other Notable Changes
The investor's portfolio also reflected smaller adjustments and the introduction of new positions outside their top holdings list. For instance, shares of AMD were noted as a significant buy (though not listed in changed_holdings above), suggesting potential interest.
In contrast to some individual stock reductions, certain ETFs like ISHARES RUSSELL 1000 GROWTH ETF (IWF) showed strong positive performance with the investor adding shares via an approximately 300% increase in its allocation during this period.
Overall portfolio diversification appears maintained through these changes, impacting various sectors including Healthcare and Technology positively while reducing exposure to certain large-cap ETFs like VOO. The firm's total portfolio value stood at $432,429,850 as of June 30th.