Radnor Capital Management Q2 2026 Portfolio Activity: Significant Buys & Sells Observed
This analysis details observable purchases and sales by Radnor Capital Management in their portfolio during the second quarter of 2026.
As part of its investment strategy, Radnor Capital Management, Llc monitored and interacted with various holdings in Q2 2026. The period saw notable changes across several sectors, including Technology, Financial Services, Healthcare, Consumer Cyclical, Utilities, Basic Materials, and Real Estate.
Significant buying activity was observed by the investor during this quarter. Notably, Radnor Capital Management increased its position in ISHARES TR (IWF) by 19,329 shares, representing a substantial 300% increase from the prior period and now accounting for approximately 0.45% of their portfolio (portfolio_percentage_allocation). Another large purchase was made in EVERPURE INC (PSTG), adding 12,277 shares to reach a total position value of $3,847,158 and an allocation of about 0.54%. Similarly, the investor boosted its stake in HEWLETT PACKARD ENTERPRISE C (HPE) by acquiring shares following a prior period reduction, resulting in a position valued at $3,482,537 and now holding roughly 0.49% of the portfolio.
Purchases were also noted for other stocks like GE SCHWAB INC (GSCH), which saw its position value increase to $698,576 and allocation reach 0.98%, indicating a strategic addition or reinforcement of this holding.
Conversely, the investor was active in selling shares during Q2 2026. The most significant sale occurred with TETRA TECH INC NEW (TTEK), where Radnor sold a large portion of its stake, reducing holdings by 32,095 shares (-72.58%) and eliminating this stock from the portfolio entirely (portfolio_percentage_allocation: 0%). Another major exit was SCHEIN HENRY INC (HSIC), completely divesting itself of these shares, which previously held a small allocation.
Sales were also observed for other holdings such as SYNAPTICS INC (SYNA) and ACADEMY SPORTS & OUTDOORS INC (ASO). The investor sold shares in these companies, contributing to their overall reduction in holdings during the quarter.
In summary, Radnor Capital Management's Q2 2026 activity involved strategic additions and removals. Key purchases included substantial increases in ISHARES TR (IWF), EVERPURE INC (PSTG), and a reinforced position in HEWLETT PACKARD ENTERPRISE C (HPE). Significant sales were recorded for TETRA TECH INC NEW (TTEK) and the complete exit from positions like SCHEIN HENRY INC (HSIC). This pattern of large buying and selling actions was consistent throughout the quarter.