Old North State Wealth Management Portfolio Changes Q2 2026
Detailed analysis of significant stock purchases and sales by Old North State Wealth Management in the second quarter ending June 30, 2026.
According to filings available on InsiderSet, Old North State Wealth Management made notable changes to its portfolio holdings during the second quarter of 2026. This period saw both strategic additions and reductions across various sectors, reflecting a dynamic investment approach focused on maximizing returns while managing risk exposure.
Purchasing Activity: The fund demonstrated significant buying power in several quarters. Notably, it increased its stake in Vanguard Index Funds (VTI) by 4581 shares, representing an impressive 73.83% increase from the previous quarter and adding a substantial value of $399,336 to its holdings.
The fund also showed strong interest in Capital Group Core Balanced (CGBL), acquiring all 19049 shares available for this ETF, resulting in an overnight 100% increase and boosting its allocation to $723,115.
Additionally, Old North State Wealth Management purchased shares of iShares Core Agriculture ETF (AOR), adding 4668 shares which increased the fund's position by 100%. This move added $324,519 to its portfolio.
Selling Activity: The most significant sale during this period was the complete exit from Verizon Communications Inc (VZ). The fund sold 41510 shares in a single quarter, leading to an unprecedented -78.77% change and reducing its position value by $473,955.
Other notable disposals included Vanguard Index Funds (VTI) with a significant reduction of 4581 shares (-73.83%), though this was likely due to portfolio rebalancing rather than pure selling pressure.
The fund also shed its position in VIATRIS Inc (VTRS), reducing the stake by 19.92% through a decrease of 12707 shares.
New Positions & Minor Changes: Beyond major shifts, the fund initiated new positions or made smaller adjustments elsewhere.
It added Kraft Heinz Co (KHC), increasing its stake by 9.18%, and General Mills Inc (GIS) with a 23.24% increase.
Furthermore, the fund acquired shares of Pfizer Inc (PFE), Medtronic PLC (MDT), Healthpeak Properties Inc (DOC), SMURFIT WESTROCK PLC (SW), and Albemarle Corp (ALB) during this quarter, indicating a broadening or diversification effort.
In summary, Old North State Wealth Management's Q2 2026 activity highlights strong buying in index funds and ETFs like VTI, VUG, CGBL, AOR, and individual stocks such as KHC, PFE, MDT, DOC, ALB. Conversely, the fund sold out of its entire Verizon position (VZ) and reduced stakes in other significant holdings.