Mwa Asset Management Portfolio Update: Significant Changes Observed for Q2 2026

Mwa Asset Management, a key investor tracked on Insiderset.com, reported notable changes to its portfolio holdings during the period leading up to June 30, 2026. The firm's overall portfolio value stood at $215.8 million as of that date.

Top Purchases Observed in Q2 2026

Mwa Asset Management demonstrated significant buying activity this quarter, establishing new positions and increasing existing ones across various sectors:

• KLA Corporation (KLAC): The firm acquired a substantial position of 6273 shares valued at $1.9 million, representing an 818% increase in share count from the prior period.
• Kimberly-Clark Corporation (KMB): Mwa added 13994 shares of this Consumer Defensive stock, valued at $1.5 million, marking a 100% increase in holdings.
• iShares Core USD Intermediate-Term Bond ETF (IWF): The investor purchased 14046 shares of this fixed income fund, worth $1.7 million, representing a staggering 278% increase in share count.
• Vanguard Admiral Capital Shares ETF (VOOG): Mwa bought 7953 shares of this fund at $657k, showing a significant 474% jump in holdings.
• Vanguard Total Stock Market ETF (VTSAX): Although not explicitly listed by symbol here, the firm increased its position in Vanguard funds significantly, including Vanguard Wellesley World Fund (MGK) and Vanguard Information Technology ETF (VGT).

Their buying focus appears broad, touching upon technology hardware/fab tools (KLAC), consumer staples substitutes (KMB), and market exposure via index funds like IWF and VOOG.

Top Sales Observed in Q2 2026

In contrast to their buying activity, Mwa Asset Management also divested significant portions of its portfolio during the quarter:

• ServiceNow Inc. (NOW): The investor sold all 2569 shares held previously, valued at $255k, resulting in a 75.75% decrease in holdings and effectively exiting this position.
• Seagate Technology Holdings PLC (STX): Mwa disposed of 11690 shares, worth $11.3 million, leading to a 30.03% reduction in share count and lowering its portfolio allocation percentage from 5.1% down to 4.57%.
• Lam Research Corporation (LRCX): The firm reduced its stake by selling 19405 shares, valued at $8.4 million, causing a 14.08% decrease in holdings and reducing the allocation from 3.8% to 3.79%.
• Dell Technologies Inc. (DELL): Mwa sold 19443 shares worth $8.4 million, marking a 17.38% decrease in holdings and reducing the allocation from 3.79% to 3.65%.
• Becton Dickinson & Co. (BDX): The investor sold 3789 shares valued at $0.6 million, leading to a 48.72% reduction in holdings and lowering the allocation from 0.26% down to an even smaller percentage.

The sales primarily impacted Technology sector holdings (STX, DELL, LRCX) but also included divestment of a Healthcare stock (BDX). Notably, they completely exited NOW.

Other Portfolio Changes and Insights

Beyond the top buys and sells highlighted above, Mwa Asset Management made several other adjustments to its portfolio during Q2 2026:

• Vanguard World Fund (MGK): The firm purchased 4700 shares of this fund, valued at $0.4 million, representing a 349.76% increase in holdings.
• Fidelity National Financial Inc. (FNF): Mwa acquired 32710 shares of this Financial Services stock, valued at $0.15 million, showing a modest 4.95% increase in holdings.
• Lowes Companies Inc. (LOW): The investor bought 2443 shares of this Consumer Cyclical stock at $0.5 million, indicating a new position or increase in an existing one.
• ProShares Trading Company (NOBL): Mwa added 4094 shares of this fund at $0.2 million, showing a 85.17% increase in holdings.
• ProShares Trading Company (AGX): The firm purchased 469 shares of this fund at $0.2 million, establishing a new position or increasing an existing one significantly.

Their portfolio continues to be diversified across 122 holdings as of June 30, 2026, with the Technology sector maintaining its largest allocation (23.91%) despite recent reductions in specific tech stocks like STX and LRCX.