West Branch Capital LLC Sells in Q3 2025

West Branch Capital LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-998
- 23.94%
$232.56 - $304.78 $232K - $304K
3.17K $781K
PEP
Pepsico Inc

Consumer Defensive
-2.18K
- 16.01%
$133.81 - $152.16 $292K - $332K
11.4K $1.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 1.9%
$5364.25 - $5815.92 $37.5K - $40.7K
361 $1.95M
UNP
Union Pacific Corp

Industrials
-703
- 40.87%
$214.91 - $237.16 $151K - $167K
1.02K $240K
MRK
Merck & Co., Inc.

Healthcare
-3.2K
- 13.16%
$77.6 - $87.37 $248K - $279K
21.1K $1.77M
BSX
Boston Scientific Corp

Healthcare
-755
- 99.21%
$97.03 - $108.14 $73.3K - $81.6K
6 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
-159
- 24.02%
$284.17 - $319.49 $45.2K - $50.8K
503 $155K
NOW
Service Now, Inc.

Technology
-12
- 3.99%
$850.86 - $1044.69 $10.2K - $12.5K
289 $265K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-404
- 16.43%
$107.27 - $113.94 $43.3K - $46K
2.06K $233K
T
At&T Inc.

Communication Services
-791
- 7.22%
$26.94 - $29.62 $21.3K - $23.4K
10.2K $286K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
-915
- 53.35%
$27.91 - $34.0 $25.5K - $31.1K
800 $25K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-172
- 37.8%
$123.13 - $140.8 $21.2K - $24.2K
283 $36K
VB
Vanguard Small Cap ETF

ETFs
-100
- 79.37%
$237.58 - $259.17 $23.8K - $25.9K
26 $6K
INTC
Intel Corp

Technology
-1.06K
- 85.22%
$19.31 - $35.5 $20.5K - $37.7K
184 $6K
SO
Southern CO

Utilities
-238
- 50.32%
$90.83 - $96.0 $21.6K - $22.8K
235 $22K
STT
State Street Corp

Financial Services
-186
- 29.06%
$102.01 - $117.25 $19K - $21.8K
454 $52K
IWP
Ishares Russell Mid Cap Growth

ETFs
-118
- 45.21%
$137.51 - $145.26 $16.2K - $17.1K
143 $20K
SYY
Sysco Corp

Consumer Defensive
-286
- 19.12%
$76.33 - $82.51 $21.8K - $23.6K
1.21K $99K
HON
Honeywell International Inc

Industrials
-37
- 13.6%
$207.7 - $240.4 $7.68K - $8.89K
235 $49K
MTB
M&T Bank Corp

Financial Services
-120
- 3.6%
$183.74 - $204.05 $22K - $24.5K
3.21K $634K
HPQ
Hp Inc

Technology
-443
- 50.51%
$24.45 - $29.35 $10.8K - $13K
434 $11K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-220
- 6.99%
$132.9 - $142.03 $29.2K - $31.2K
2.93K $412K
SPGI
S&P Global Inc.

Financial Services
-5
- 5.26%
$484.94 - $564.15 $2.42K - $2.82K
90 $43K
POOL
Pool Corp

Industrials
-23
- 43.4%
$292.13 - $333.62 $6.72K - $7.67K
30 $9K
SBUX
Starbucks Corp

Consumer Cyclical
-63
- 78.75%
$81.9 - $96.86 $5.16K - $6.1K
17 $1K
SHW
Sherwin Williams CO

Basic Materials
-18
- 94.74%
$330.88 - $375.23 $5.96K - $6.75K
1 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-40
- 17.94%
$121.72 - $136.77 $4.87K - $5.47K
183 $22K
DUK
Duke Energy Corp

Utilities
-114
- 6.2%
$116.31 - $125.93 $13.3K - $14.4K
1.72K $213K
NEE
Nextera Energy Inc

Utilities
-124
- 12.73%
$69.77 - $77.54 $8.65K - $9.61K
850 $64K
VDE
Vanguard Energy ETF

ETFs
-6
- 46.15%
$118.37 - $129.65 $710 - $778
7 $0
MAR
Marriott International Inc

Consumer Cyclical
-5
- 38.46%
$255.35 - $282.87 $1.28K - $1.41K
8 $2K
Blackrock Inc
-20
- 1.72%
N/A
1.14K $0
MOGA
Moog Inc Cla
-10
- 0.13%
N/A
7.58K $0
OEF
Ishares S&P 100 ETF

ETFs
-1
- 0.16%
N/A
613 $163K
Kenvue Inc
-36
- 14.34%
N/A
215 $0
VZ
Verizon Communications Inc

Communication Services
-1
- 0.07%
$40.84 - $45.06 $40.8 - $45.1
1.46K $64K
AMGN
Amgen Inc

Healthcare
-12
- 0.98%
$271.18 - $309.22 $3.25K - $3.71K
1.21K $341K
PLD
Prologis, Inc.

Real Estate
-11
- 0.91%
$104.08 - $115.35 $1.14K - $1.27K
1.2K $137K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-395
- 14.64%
$404.94 - $499.99 $160K - $197K
2.3K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.09%
$303.93 - $329.86 $304 - $330
1.07K $349K
LMT
Lockheed Martin Corp

Industrials
-26
- 2.41%
$410.74 - $499.21 $10.7K - $13K
1.05K $526K
GLW
Corning Inc

Technology
-463
- 18.3%
$51.6 - $82.03 $23.9K - $38K
2.07K $169K
VBR
Vanguard Small Cap Value ETF

ETFs
-161
- 2.77%
$195.41 - $212.37 $31.5K - $34.2K
5.66K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-188
- 1.69%
$291.67 - $316.99 $54.8K - $59.6K
10.9K $3.32M
JPM
Jpmorgan Chase & CO

Financial Services
-31
- 0.09%
$282.78 - $316.06 $8.77K - $9.8K
33.9K $10.7M
NVDA
Nvidia Corp

Technology
-450
- 0.21%
$153.3 - $186.58 $69K - $84K
216K $40.3M
AAPL
Apple Inc.

Technology
-390
- 0.26%
$202.38 - $256.87 $78.9K - $100K
152K $38.8M
Activity Summary
Buys All Purchases 116 New Holdings 18 Increased Positions 98 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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