Hohimer Wealth Management Q2 2026 Portfolio Activity Analysis
This analysis examines observable changes in holdings for Hohimer Wealth Management during the second quarter of 2026, based on available data.
According to the filing from Hohimer Wealth Management, several notable changes occurred in its portfolio during Q2 2026. The investor, known for active management and frequent adjustments, saw significant shifts across various sectors.
Among the most prominent additions or increases were positions in large-cap technology stocks like Microsoft (MSFT). The firm increased its holdings of MSFT by a substantial 80,313 shares, representing a nearly 62% increase from the previous quarter. This significant purchase suggests confidence in this major tech player's prospects.
Similarly, Vanguard Index Funds (VUG) experienced a massive boost with over 204,000 new shares added during Q2, driving its portfolio allocation up by approximately half that period (VANGUARD INDEX FDS). This ETF focuses on the consumer discretionary sector and saw considerable inflows.
Other notable increases included a significant purchase of MUFG (Mitsubishi UFJ Financial Group), which jumped by 100,000 shares in one quarter (MITSUBISHI UFJ FINANCIAL GRO). Additionally, the investor boosted its position in GBIL (Goldman Sachs ETF TR) by nearly 84,000 shares during Q2 (GOLDMAN SACHS ETF TR).
The portfolio also saw continued growth in existing holdings. For instance, BNDX (Vanguard Charlotte Funds) increased by over 60,000 shares during Q2 (VANGUARD CHARLOTTE FDS). Furthermore, several smaller companies like PCT (Purecycle Technologies), AG (First Majestic Silver Corp.), and NVO (Novo Nordisk) saw substantial share increases (PURECYCLE TECHNOLOGIES INC, FIRST MAJESTIC SILVER CORP, and NOVO-NORDISK A S respectively).
In terms of sales, the data indicates reductions in certain holdings. The investor decreased its position in AMZN (Amazon Inc.) by nearly 8% (AMAZON COM INC). Similarly, there were decreases in NVDA and AAPL shares during the quarter.