Middleton & Co Inc/Ma: Recent Investment Activity Analysis
Middleton & Co Inc/Ma held a portfolio valued at $939.5 million as of June 2026, with Technology being the largest sector allocation.
By Insiderset.Aug 12, 2026, 11:45 AM
As of June 30, 2026, Middleton & Co Inc/Ma's investment portfolio totaled approximately $939.5 million.
The firm's activities during this quarter are detailed in the changed holdings data:
Recent Purchases
- Alphabet Inc Cap Stock Cl A (GOOGL): Reduced by 5.72%
- Apple Inc (AAPL): Reduced by 1.69%
- Amazon.com Inc (AMZN): Reduced by 2.20%
- Microsoft Corp (MSFT): Reduced by 1.21%
Recent Sales
- Pfizer Inc (PFE): Increased allocation to 0.07% due to new position.
- Shattuck Laboratories Inc (STTK): New addition with a 100% increase in shares, now holding approximately $208k worth of the stock.
For more detailed information on Middleton & Co Inc/Ma's holdings and performance, please visit their profile at InsiderSet.