Activity
Biggest buys and sells
What tracked managers changed in Q2 2026 compared with the quarter before. Dollar changes are estimates: change in shares × this quarter's price. ⓘOnly managers that filed both quarters are compared. Price moves alone never count as buying or selling.
This quarter's themes · Q2 2026
- Most bought: META — 26 managers bought or added, 3 of them new positions.
- Most popular new buy: SPCX — opened by 18 managers.
- Biggest single buy: Ron Baron opened a new SPCX position (about $24.91B).
- Most sold: TSM — 32 managers trimmed or sold.
- Sector money flow: most net buying in Communication Services (+$16.23B), most net selling in Energy (-$7.20B).
Generated automatically from the filings. Dollar figures are estimates (change in shares × quarter-end price). ⓘEst. net buying: For each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. Guide
Biggest buys
New positions are highlighted. Conviction = how much of the manager's portfolio the position is now.
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| Manager | Ticker | Company | Sector | Change | Est. Δ value ↑ ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Position now | Conviction ⓘHow much of the manager's reported portfolio this one position is. A 10% position is a much bigger bet than a 0.1% one. (% of their portfolio) | Other owners ⓘHow many other tracked managers hold this stock. | Who else owns it |
|---|---|---|---|---|---|---|---|---|---|
| Ken Griffin | MU | Micron Technology Inc | Information Technology | Reduced | -$4.61B | $693.18M | 0.4% | 26 | Who owns it → |
| David Shaw | MU | Micron Technology Inc | Information Technology | Reduced | -$3.34B | $887.39M | 0.5% | 26 | Who owns it → |
| Israel Englander | — | Western Digital Corp (Note 3.000%) | Unclassified | Reduced | -$2.49B | $979.97M | 0.7% | 2 | Who owns it → |
| Jim Simons | MU | Micron Technology Inc | Information Technology | Reduced | -$2.25B | $244.22M | 0.3% | 26 | Who owns it → |
| Two Sigma | MU | Micron Technology Inc | Information Technology | Reduced | -$2.03B | $617.74M | 0.5% | 26 | Who owns it → |
| Boston Partners | MU | Micron Technology Inc | Information Technology | Reduced | -$1.83B | $1.38B | 1.2% | 26 | Who owns it → |
| Jim Simons | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.81B | $11.32M | 0.0% | 17 | Who owns it → |
| Israel Englander | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.76B | $832.48M | 0.6% | 17 | Who owns it → |
| Chase Coleman | GOOGL | Alphabet Inc (Class A) | Communication Services | Reduced | -$1.72B | $2.07B | 8.7% | 56 | Who owns it → |
| Warren Buffett | BAC | Bank of America Corp | Financials | Reduced | -$1.72B | $27.54B | 9.2% | 32 | Who owns it → |
| Israel Englander | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$1.72B | $100.07M | 0.1% | 12 | Who owns it → |
| Ken Fisher | CNQ | Canadian Natural Resources Ltd | Energy | Reduced | -$1.71B | $65.77M | 0.0% | 12 | Who owns it → |
| Ken Griffin | TSM | Taiwan Semiconductor Manufacturing Co Ltd | Information Technology | Reduced | -$1.68B | $251.17M | 0.1% | 46 | Who owns it → |
| Israel Englander | SPYM | Ste STR SPDR PT S&P 500 ETF | ETFs & Funds | Sold | -$1.65B | $0 | 0.0% | 4 | Who owns it → |
| Ken Griffin | DIA | SPDR Dow Jones Industrial Average ETF Trust | ETFs & Funds | Reduced | -$1.61B | $138.12M | 0.1% | 3 | Who owns it → |
| Ray Dalio | MU | Micron Technology Inc | Information Technology | Reduced | -$1.57B | $134.67M | 0.6% | 26 | Who owns it → |
| Ken Fisher | COP | Conocophillips | Energy | Reduced | -$1.48B | $97.74M | 0.0% | 20 | Who owns it → |
| David Shaw | AVGO | Broadcom Inc | Information Technology | Reduced | -$1.44B | $1.03B | 0.6% | 33 | Who owns it → |
| Steve Cohen | NVDA | Nvidia Corp | Information Technology | Reduced | -$1.43B | $87.60M | 0.1% | 40 | Who owns it → |
| David Shaw | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.39B | $1.28B | 0.8% | 17 | Who owns it → |
| Ken Fisher | ING | ING Groep NV | Financials | Reduced | -$1.38B | $183.71M | 0.1% | 12 | Who owns it → |
| Ken Griffin | NVDA | Nvidia Corp | Information Technology | Reduced | -$1.37B | $2.36B | 1.4% | 40 | Who owns it → |
| Dodge & Cox | LYB | LyondellBasell Industries N.V. (Class A) | Materials | Sold | -$1.36B | $0 | 0.0% | 10 | Who owns it → |
| Chris Davis | CTRA | Coterra Energy Inc | Energy | Sold | -$1.30B | $0 | 0.0% | 0 | Who owns it → |
| Boston Partners | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$1.30B | $514.86M | 0.5% | 12 | Who owns it → |
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Politician trades
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| Ticker | Company | Sector | Trades ↓ | Politicians | Purchases | Sales | Est. net buying ⓘEstimate only: purchases minus sales using the midpoint of each reported dollar range. | Last trade |
|---|---|---|---|---|---|---|---|---|
| MIDD | Middleby Corp | Industrials | 5 | 1 | 0 | 5 | -$64.50K | Aug 25, 2026 |
| PEP | Pepsico Inc | Consumer Staples | 5 | 3 | 4 | 1 | +$16.00K | Oct 21, 2026 |
| QCOM | Qualcomm Inc | Information Technology | 5 | 2 | 2 | 3 | -$16.00K | Sep 11, 2026 |
| TDY | Teledyne Technologies Inc | Industrials | 5 | 1 | 0 | 5 | -$64.50K | Aug 25, 2026 |
| WMT | Walmart Inc | Consumer Staples | 5 | 5 | 2 | 3 | -$142.00K | Oct 2, 2026 |
| ABT | Abbott Laboratories | Health Care | 4 | 4 | 1 | 2 | -$75.00K | Oct 2, 2026 |
| AMGN | Amgen Inc | Health Care | 4 | 2 | 1 | 3 | -$16.00K | Sep 22, 2026 |
| APP | AppLovin Corp (Class A) | Information Technology | 4 | 2 | 1 | 3 | -$16.00K | Sep 18, 2026 |
| BRK.B | Berkshire Hathaway Inc (Class B) | Financials | 4 | 3 | 2 | 2 | -$24.50K | Oct 15, 2026 |
| CB | Chubb Ltd | Financials | 4 | 2 | 1 | 3 | -$40.50K | Sep 24, 2026 |
| CHRW | C. H. Robinson Worldwide, Inc | Industrials | 4 | 1 | 3 | 1 | -$151.00K | Aug 25, 2026 |
| COIN | Coinbase Global, Inc (Class A) | Financials | 4 | 2 | 1 | 3 | -$24.00K | Oct 1, 2026 |
| EME | Emcor Group, Inc | Industrials | 4 | 2 | 2 | 2 | -$175.00K | Sep 11, 2026 |
| EMR | Emerson Electric Co | Industrials | 4 | 2 | 0 | 3 | -$73.00K | Sep 25, 2026 |
| EQT | EQT Corp | Energy | 4 | 1 | 4 | 0 | +$32.00K | Aug 27, 2026 |
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| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald S. Beyer, Jr. Politician | Oct 7, 2026 | — | California CMNTY VAR 11/01/54 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Stocks, Bonds, & Mutual Funds | Nov 1, 2026 | 25 days | PTR ↗ |
| John J. McGuire III Politician | Sep 24, 2026 | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Merrill Lynch SEP IRA | Nov 1, 2026 | 38 days | PTR ↗ |
| John J. McGuire III Politician | Sep 24, 2026 | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Merrill Lynch SEP IRA | Nov 1, 2026 | 38 days | PTR ↗ |
| John J. McGuire III Politician | Sep 25, 2026 | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Merrill Lynch SEP IRA | Nov 1, 2026 | 37 days | PTR ↗ |
| John J. McGuire III Politician | Oct 1, 2026 | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Merrill Lynch SEP IRA | Nov 1, 2026 | 31 days | PTR ↗ |
| Thomas H. Kean, Jr. Politician | Sep 17, 2026 | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Kean Family Partnership | Oct 30, 2026 | 43 days | PTR ↗ |
| Thomas H. Kean, Jr. Politician | Sep 29, 2026 | ESAB | ESAB Corporation Common Stock (ESAB) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Kean Family Partnership | Oct 30, 2026 | 31 days | PTR ↗ |
| Thomas H. Kean, Jr. Politician | Sep 30, 2026 | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | State Street Bank & Trust Co. | Oct 30, 2026 | 30 days | PTR ↗ |
| Thomas H. Kean, Jr. Politician | Sep 23, 2026 | MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Kean Family Partnership | Oct 30, 2026 | 37 days | PTR ↗ |
| Thomas H. Kean, Jr. Politician | Sep 30, 2026 | SYK | Stryker Corporation Common Stock (SYK) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | State Street Bank & Trust Co. | Oct 30, 2026 | 30 days | PTR ↗ |
| Thomas H. Kean, Jr. Politician | Sep 17, 2026 | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Kean Family Partnership | Oct 30, 2026 | 43 days | PTR ↗ |
| Carol D. Miller Politician | Sep 29, 2026 | HONA | Honeywell Aerospace Inc. - Common Stock (HONA) [ST] | Sale | $710.52 (exact) | $711 (exact amount reported) | Spouse | United Bank Brokerage Account | Oct 30, 2026 | 31 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | T | AT&T Inc. (T) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | MPC | Marathon Petroleum Corporation Common Stock (MPC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | MPC | Marathon Petroleum Corporation Common Stock (MPC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | RPM | RPM International Inc. Common Stock (RPM) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | V | Visa Inc. (V) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 29, 2026 | 14 days | PTR ↗ |
| Suzan K. DelBene Politician | Oct 14, 2026 | — | Black Belt Energy Gas Dist Ala Gas 05.00% 12/01/2035 Proj Rev BDS Ser. 2025 F [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | — | Oct 28, 2026 | 14 days | PTR ↗ |
| Suzan K. DelBene Politician | Oct 14, 2026 | — | Tennessee Energy Ac 5% Edr Idr Due 12/01/35 [GS] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | — | Oct 28, 2026 | 14 days | PTR ↗ |
| Kevin Hern Politician | Oct 23, 2026 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Hern Family Foundation | Oct 28, 2026 | 5 days | PTR ↗ |
| Kevin Hern Politician | Oct 23, 2026 | STX | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Kevin Hern Traditional IRA | Oct 28, 2026 | 5 days | PTR ↗ |
| Kevin Hern Politician | Oct 14, 2026 | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Hern Family Foundation | Oct 28, 2026 | 14 days | PTR ↗ |