Wealthbridge Investment Counsel Inc.'s Portfolio Shifts: Key Purchases and Sales in Q2 2026
Wealthbridge Investment Counsel Inc. managed a portfolio valued at $372,544 as of June 30th, 2026, with notable changes observed across various holdings.
As of June 30th, 2026, Wealthbridge Investment Counsel Inc. maintained a portfolio valued at $372,544. The firm's holdings underwent several changes during this quarter.
Prominent Purchases Observed This Quarter
Wealthbridge Investment Counsel Inc. demonstrated significant buying activity in specific sectors and individual stocks during the second quarter of 2026:
- Netflix (NFLX): The firm initiated a new position in Netflix, acquiring shares that represented a substantial increase, effectively a 100% change from the previous period.
- Analog Devices (ADI): A major purchase was observed in Analog Devices, with an unusually large share increase of 228.4%, indicating strong confidence or research focus.
- Palo Alto Networks (PANW): The investor showed interest in cybersecurity through a significant purchase of Palo Alto Networks shares, which increased by 8.81%.
- Citigroup (C): Despite slight share reductions (-1.37%), Citigroup remains a core holding in the portfolio's Financial Services allocation.
- Meta Platforms (META): Wealthbridge Investment Counsel Inc. added Meta Platforms to its list of holdings, with a notable 16.64% increase in shares.
Notable Sales and Reductions This Quarter
In contrast to the buying activity, Wealthbridge Investment Counsel Inc. also saw reductions or exits from certain positions during Q2:
- Micron Technology (MU): A significant sale occurred in Micron Technology, with shares decreasing by 25.71%.
- MetLife (MET): The firm reduced its stake in the insurance company MetLife, which saw a 5.22% decrease in holdings during this period.
- Boeing (BA): Although listed as having changed holdings with an increase of 3.52%, it's worth noting that Boeing was part of the overall portfolio adjustments observed by Wealthbridge Investment Counsel Inc.
The investor also maintained its substantial allocation to Financial Services, including positions in Goldman Sachs (GS), JP Morgan Chase (JPM), and Citigroup. The Technology sector saw continued investment, highlighted by the new positions in Analog Devices and Palo Alto Networks.
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