Weatherly Asset Management Q2 2026 Portfolio Activity: Strategic Buys and Sells Observed
Weatherly Asset Management L. P., as of June 30, 2026, showed significant buying activity in ETFs like FBND and JPST while reducing positions in major tech stocks such as AAPL, NFLX, and MSFT.
As reported by insiderset.com filings dated June 30, 2026, Weatherly Asset Management L. P. demonstrated active portfolio management during the second quarter of 2026.
The firm was notably observed to be increasing its exposure in several areas:
- Fiduciary-Linked ETFs: Significant buying occurred in FIDELITY MERRIMACK STR TR (FBND) and J P MORGAN EXCHANGE TRADED FUNDS (JPST). Increases of 3.17% and 3.47% respectively were noted, suggesting confidence in these specific investment vehicles.
- SSGA Active ETF: Weatherly also increased its stake in SSGA ACTIVE ETF TR (TOTL) by a substantial 3.41%, indicating an interest in actively managed tracking products from Invesco.
In contrast, the analysis revealed several notable selling activities during Q2:
- Major Tech Reductions: Positions in key Technology holdings saw significant reductions. APPLE INC (AAPL) experienced a 3.16% decrease in its stake, NVIDIA CORPORATION (NVDA) was reduced by 6.76%, and Microsoft Corp (MSFT) saw a decline of 3.47%. These adjustments align with the overall trend observed across Technology stocks.
- Communication Services: Weatherly sold off positions in AT&T INC (T) (-18.18%) and NETFLIX INC. (NFLX) (-3.29%), while also exiting its holding of VERIZON COMMUNICATIONS INC (VZ).
Beyond these large movements, the investor was seen to be actively managing other positions:
- Healthcare: Eli Lilly & Co (LLY) saw a minor reduction of 0.52%, while Corning Inc (GLW) experienced an 8.47% decrease.
- Consumer Sectors: Amazon.com Inc (AMZN) and Hormel Foods Corp (HRL) both witnessed slight decreases (-2.09% and -49.86%), respectively, while Netflix saw a moderate reduction in its portfolio allocation.
The overall portfolio adjustments reflect Weatherly's dynamic investment approach during Q2 2026. The firm increased positions in specific ETFs (FBND, JPST, TOTL) and decreased stakes across several major tech companies including AAPL, NFLX, MSFT, NVDA, while also exiting holdings like T, HRL, and GLW.
For further details on Weatherly Asset Management's portfolio changes or to explore their investment activities in depth, you can refer directly to the filing data available at insiderset.com. Detailed information about individual holdings like Eli Lilly & Co (LLY) or FIDELITY MERRIMACK STR TR (FBND) can be found by visiting their respective pages on the platform.