Hfr Wealth Management Q2 2026 Stock Activity Report
This report details observable stock purchases and sales by Hfr Wealth Management, Llc during the second quarter of 2026 based on disclosed holdings data.
As part of its investment strategy, Hfr Wealth Management, Llc, a registered investment advisor, made several adjustments to its portfolio holdings during the second quarter ending June 30, 2026.
Purchases and Sales Observed in Q2 2026
The following table summarizes key changes observed across various sectors:
| Sector | Symbol | Stock Name | Change in Shares |
|---|---|---|---|
| Consumer Defensive | PG | PROCTER & GAMBLE CO (PG) | -2,443 shares |
| Consumer Defensive | TR | TOOTSIE ROLL INDS INC (TR) | +5,554 shares |
| Utilities | DUK | DUKE ENERGY CORP NEW (DUK) | -3,820 shares |
| Technology | APH | AMPHENOL CORP (APH) | -3,715 shares |
| Industrials | CTAS | CINTAS CORP (CTAS) | -1,032 shares |
| Industrials | LII | LENNOX INTL INC (LII) | -215 shares |
| Consumer Cyclical | AMZN | AMAZON COM INC (AMZN) | -1,635 shares |
| Consumer Cyclical | ROL | ROLLINS INC (ROL) | -2,028 shares |
| Healthcare | HSIC | SCHEIN HENRY INC (HSIC) | -1,922 shares |
| Energy | NEE | NEXTERA ENERGY INC (NEE) | -1,153 shares |
| Industrials | DOV | DOVER CORP (DOV) | -1,144 shares |
| Industrials | WEC | WEC ENERGY GROUP INC (WEC) | -1,054 shares |
| Consumer Cyclical | VLTO | VERALTO CORP (VLTO) | -3,569 shares |
| Technology | G8473T100 | STERIS PLC (G8473T100) | -1,281 shares |
| Consumer Cyclical | TJX | TJX COS INC NEW (TJX) | -5,747 shares |
| Technology | AAPL | APPLE INC (AAPL) | -2,683 shares |
| Financial Services | SCHW | SCHWAB CHARLES CORP (SCHW) | -2,632 shares |
Across the portfolio, Hfr Wealth Management observed a significant number of share changes. Notably, TOOTSIE ROLL INC (TR), part of the Consumer Defensive sector, saw an increase in its holdings by 1.92%, while several other stocks experienced decreases ranging from minor adjustments to more substantial reductions.
The investor sold shares in major positions like PROCTER & GAMBLE (PG) (-2.44%), AMAZON (AMZN) (-1.74%), and APPLE (AAPL) (-3.36%). Other notable sales included those in the Consumer Cyclical sector for TJX (TJX), Technology for AMPHENOL (APH) (-2.82%), and various Industrials like CINTAS (CTAS), LENNOX INTL (LII), and others.
Conversely, the investor purchased shares in several companies during Q2 2026. These included additions to positions like TOOTSIE ROLL (TR), and new or increased stakes in sectors such as Utilities (DUK), Technology (VLTO, STERIS PLC) and Consumer Cyclical (TJX, ROL). The portfolio also saw activity in Healthcare, Energy, and further adjustments within Consumer Defensive.
Overall, the period showed a mix of buying and selling activities across different sectors. For more detailed information on Hfr Wealth Management's investment strategy or to explore their complete holdings for Q2 2026, please visit their profile.