Moran Wealth Management Q2 2026 Portfolio Activity Report

As reported by Moran Wealth Management, Moran Wealth Management LLC held a total portfolio value of $3.6 billion as of June 30, 2026.

The firm's holdings are diversified across various sectors and individual stocks. The top five positions by weight represent approximately 7.95% of the entire portfolio combined, reflecting concentrated bets alongside broader diversification.

Significant Purchases This Quarter

Moran Wealth Management demonstrated active buying during Q2 2026, adding shares to several existing positions and establishing new ones:

• Purchased a substantial number of shares in Zoetis Inc (ZTS), increasing its position by approximately 66.1%. This significant allocation change highlights the firm's confidence in this animal health company.
• Added a considerable amount of shares to Roche Holding Ltd (RHHBY), representing a full 100% increase in holdings during the quarter. This move underscores the importance placed on this global healthcare giant.
• Initiated or significantly increased exposure to Apple Inc (AVGO), adding shares equivalent to a 100% increase in its position. This suggests either a new investment or a substantial boost to an existing stake.
• Increased its stake in Invesco S&P 500 Equal Weight ETF (RSP) by nearly 4.48%, indicating continued interest in this diversified equity strategy despite slight share reduction.
• Further bolstered its position in Mitsubishi UFJ Financial Group (MUFG), adding shares and increasing the allocation by about 27.34%. This points to an active role in this Japanese financial institution.
• The firm also significantly increased its holdings of Anglogold Ashanti Plc (AU) and Chewy Inc Cl A (CHWY), both seeing a 100% increase in shares during the quarter.

Significant Sales This Quarter

In contrast, Moran Wealth Management also reduced its positions or exited holdings entirely during Q2:

• Sold off most of its stake in Devon Energy Corp (DVN), reducing the position by over 93.5% and decreasing the allocation to just 0.32%. This represents a major shift away from energy equities.
• Reduced its holdings of Nintendo LTD ADR (NTDOY) by approximately 45% during the quarter, lowering the allocation to 0.13%. This suggests a loss of confidence or strategic rebalancing.
• Sold its entire position in Expand Energy Corporation (CHK), completely exiting this energy sector investment and removing it from the portfolio allocation list entirely.
• Reduced shares of several other significant holdings, including Aflac Inc (AFL) by nearly 99%, Taiwan Semiconductor Mfg Ltd S (TSM) by over 15.97%, and others like Caterpillar Inc (CAT), Howmet Aerospace Inc (HWM), and Paccar Inc (PCAR).
• The firm also decreased its positions in several other stocks, including Nvidia Corporation (NVDA), Broadcom Inc (AVGO), and others like Lam Research Corp New (LRCX) by a smaller percentage.

Moran Wealth Management's portfolio shows considerable activity during Q2 2026, involving both major additions and deletions across various sectors. The specific transactions detailed above provide insight into the firm's investment strategy for this period.