Meyer Handelman Co Portfolio Shifts: Technology Buys and Energy Sells in Q2 2026
Insights into Meyer Handelman Co's investment activity during the second quarter of 2026, highlighting significant stock purchases and sales.
According to data from Insiderset for Meyer Handelman Co, there were notable changes in its portfolio holdings during the second quarter of 2026.
The investment firm saw activity across various sectors, including Technology and Healthcare. Significant purchases this quarter included a new stake in PTC Inc (an increase of 91.34%) and an addition to its position in Targa Res Corp (TRGP), which saw a 100% jump in shares held.
In contrast, Meyer Handelman Co disposed of several holdings. Notable sales included SS&C Technologies Holdings Inc (SSNC), where they sold a substantial portion resulting in a -60.45% change in shares, and Medtronic plc (MDT), which experienced an almost 56% reduction.
The portfolio also reflected changes elsewhere: a significant increase was noted for Honeywell International Inc (HON) with a -28.26% change in shares, and there were notable adjustments like the addition of Gilead Sciences Inc (GILD), which saw an increase despite its small allocation.
The overall portfolio value stood at $3.45 billion as of June 2026, with Technology remaining a major sector but showing slight underperformance compared to the top holdings' average allocation percentage in terms of stock growth during this period.