Mfg Wealth Management Inc Portfolio Changes Q2 2026

As reported by Mfg Wealth Management Inc, a significant portion of their $134.7 million portfolio saw changes during the second quarter of 2026.

The investor demonstrated notable buying activity, adding several substantial positions or increasing existing ones significantly:

• IBM (https://www.insiderset.com/stocks/ibm): The technology stock experienced a remarkable increase in holdings, growing by 80.67% quarter-over-quarter.
• CARR (https://www.insiderset.com/stocks/carr): Carrier Global Corporation saw its stake increased dramatically by 100%, suggesting strong confidence in the industrial sector player.
• ZG (https://www.insiderset.com/stocks/zg): Zillow Group Inc was added to the portfolio or significantly boosted, with a 100% increase in shares held.

Conversely, Mfg Wealth Management Inc also showed significant selling activity during Q2:

• INTC (https://www.insiderset.com/stocks/intc): Intel Corporation was sold off substantially, with a 71.53% reduction in shares.

Beyond these major shifts, the portfolio experienced numerous smaller changes and adjustments:

• URTY (https://www.insiderset.com/stocks/urty): ProShares TR fund saw a decrease of 25.29% in its position.
• SCYB (https://www.insiderset.com/stocks/scyb): Schwab Strategic Trust allocation increased by just over 7%, indicating modest confidence in this ETF.
• SOFI (https://www.insiderset.com/stocks/sofi): SoFi Technologies Inc holdings grew by approximately 6.65% during the quarter.

The portfolio's sector allocation also saw some adjustments:

• Technology remains a strong focus, though specific companies like IBM and INTC showed contrasting movements.
• F (https://www.insiderset.com/stocks/f): Ford Motor Company experienced a large decrease in its position (-39.35%), impacting the Consumer Cyclical allocation slightly.

Overall, Mfg Wealth Management Inc's portfolio saw substantial buying and selling activity during Q2 2026, reflecting strategic adjustments across various sectors including Technology (both additions like IBM and significant reductions like INTC) and Financial Services. The investor maintained a diversified approach with holdings in multiple industries.