Kidder Stephen W Q2 2026 Portfolio Activity: Focus on Technology Sales & Healthcare Buys
Kidder Stephen W's portfolio saw significant changes in Q2 2026, marked by notable sales of large-cap tech stocks and substantial increases in allocations to certain healthcare companies.
Technology Sector Shifts: Focus on AMD Sales
Kidder Stephen W made a prominent sale during the second quarter of 2026. The investor significantly reduced their position in Advanced Micro Devices (AMD), cutting holdings by -5396 shares, which represented an almost -9.95% change from the previous period.
Healthcare Activity: UnitedHealth Sale and New Positions
In Healthcare, Kidder Stephen W exited a substantial position in UnitedHealth Group (UNH), reducing their stake by -7665 shares (-91.91% change). Conversely, the investor significantly increased exposure to two other Healthcare companies this quarter.
Significant Technology Buys: APTARGROUP and DEERE & CO
The Q2 filing also revealed notable new purchases in the Technology sector. Kidder Stephen W acquired a significant position in APTARGROUP (ATR), boosting its portfolio allocation to 1.8%. Furthermore, there was a substantial increase in holdings of Deere & Co (DE) by +3575 shares (+14300% change), adding considerable weight to this stock.
Mixed Consumer Defensive Activity
In the Consumer Defensive sector, activity was mixed. The investor sold a large portion of their holdings in Procter & Gamble (PG), reducing shares by -23721 (-99.73%) and exiting another small position entirely (+0% allocation). However, they also significantly increased the holding count for PG later in the quarter (+6246 shares +35.61%), adding back a substantial stake.
Other Notable Changes
The investor also sold their entire position in FISERV (FI), which decreased by -47714 shares (-78.25%). Additionally, they purchased new positions in several other sectors: Consumer Defensive with NEXTERA ENERGY (NEE) and WASTE CONNECTIONS INC NEW (WCN), Industrials via CARRIAGE HOUSE (CARR), and Communication Services through MASTERCARD (MA).
Overall Portfolio Changes
Kidder Stephen W's portfolio saw a net reduction in holdings this quarter, reflected by the overall position change count of 63. While there were significant sales like AMD and UNH, new positions were added to APTARGROUP (ATR), DEERE & CO (DE), NEXTERA ENERGY (NEE), CARRIAGE HOUSE (CARR), WASTE CONNECTIONS INC NEW (WCN), AMAZON.COM (AMZN), MASTERCARD (MA), and FISERV (FI). The investor also maintained a strong Technology sector allocation, which remains the largest part of their portfolio at 39.51%.