Sand Hill Global Advisors Q2 2026 Portfolio Activity: Strategic Purchases & ETF Sales
Sand Hill Global Advisors, with a $3.3 billion portfolio as of June 30th, demonstrated significant buying activity in emerging markets and select individual stocks while reducing exposure to certain index funds.
As of June 30th, 2026, Sand Hill Global Advisors maintains a substantial portfolio valued at $3.3 billion. This filing provides insights into their observable investment activities during the second quarter of this year.
Prominent Purchases in Q2 2026
Sand Hill Global Advisors showed strong buying interest, particularly evident through significant increases in specific holdings. The most notable purchase was EEM (iShares Core Emerging Markets Equities ETF), which experienced a massive 977% increase in shares held during the quarter.
Additionally, the firm demonstrated considerable buying activity with individual stocks. Union Pacific Corporation (UNP), part of the Industrials sector, saw a substantial increase in holdings by over 2011%. Similarly, J P Morgan Exchange Traded Funds (JPST) and several Vanguard ETFs like VOO, VNQ, VGIT, and IWM were added to the portfolio.
The firm also initiated a position in Carrier Global Corporation (CARR), acquiring shares for the first time this quarter. Furthermore, they purchased shares of Booking Holdings Inc. (BKNG) and AEHR Technologies Systems (AEHR), indicating a focus on specific sectors beyond broad index funds.
Notable Reductions in Holdings
In contrast to their buying activity, Sand Hill Global Advisors also reduced positions during Q2 2026. The largest reduction was observed in VOO (Vanguard S&P 500 ETF), where shares decreased by approximately 2%.
Other significant decreases included VNQ (Vanguard Real Estate ETF) (-16.79%) and IWM (iShares Russell 2000 ETF) (-14.61%).
The firm also scaled back holdings in several other Vanguard funds, such as VGIT and SPLG.
No Disclosures of Large-Scale Sells
Interestingly, the filing does not disclose any large-scale selling activities by Sand Hill Global Advisors during this quarter. The significant sell symbols list remains empty.
Overall Portfolio Strategy and Indicators
The observed changes suggest a dynamic investment strategy focused on capturing performance through specific ETF selections alongside targeted individual stock investments, particularly in emerging markets and industrials.
Sand Hill Global Advisors holds 211 positions overall. Their top five holdings account for approximately 37% of the portfolio value (top5_weight_pct: 37.18%).
The filing indicates a diverse sector allocation across Technology, Financial Services, Communication Services, Consumer Cyclical, and others.