Welch & Forbes LLC's Portfolio Update: Stock Moves Disclosed

Portfolio Moves: Welch & Forbes LLC recently reported significant changes in their stock holdings. Notable changes include a decrease in NVIDIA's shares and increases in MDY, LLY, AVGO, and NOW, which could all impact stock prices.

Date: 09-02-2025

AI Rating: 5

Stock Movements Analysis

Welch & Forbes LLC's recent portfolio update reveals several important movements that could affect stock prices in the market. The firm decreased its position in NVIDIA ($NVDA) by 156,680 shares, which is significant given its highest market profile and could suggest a loss of confidence or a strategy to reallocate funds.

In contrast, considerable increases were observed in several stocks: MDY ($MDY) saw an addition of 31,537 shares (22% increase), LLY ($LLY) had an increase of 12,088 shares (9% increase), AVGO ($AVGO) with a 25% increase of 27,933 shares, and NOW ($NOW) which was boosted by a 29% increase with 4,970 shares. These movements point towards a potential bullish outlook or confidence in these companies.

While the analysis does not specify any Earnings Per Share (EPS), net income, profit margins, free cash flow (FCF), or return on equity (ROE), the shifts in holdings could indicate anticipated changes in these fundamentals in the future. Investors generally react to institutional changes such as these, as they may signal potential growth or declines in specific sectors.

However, it's essential to note that inaccuracies in the estimates due to filing errors or unusual market movements could lead to further volatility. Investors should consider these factors before making investment decisions based on the portfolio updates.

Stocks: NVDA MDY LLY AVGO NOW FI