Fiduciary Trust Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Fiduciary Trust Co reported 826 stock positions worth $8.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.0% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.8%) and Coupang (CPNG, 4.7%). Compared with Q1 2025, it opened 48 new positions, sold out of 38, added to 315 and reduced 361. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +7%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0000035442
- Portfolio Value
- $8.1B (Q2 2025)
- SEC Filing
- 0001140361-25-030927 ↗ filed Aug 14, 2025
Holdings Value
Holdings 826 stocks · $8.1B
| IVV iShares Core S&P 500 ETF | 12.03% | 1,574,671 | $977.7M | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.77% | 643 | $468.6M | No change |
| CPNG Coupang Inc. | 4.69% | 12,711,438 | $380.8M | Reduce -2.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.62% | 4,500,599 | $375.7M | Add +6.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.47% | 2,942,078 | $363.3M | Add +1.3% |
| MSFT Microsoft Corp. | 4.08% | 666,134 | $331.3M | Reduce -1.7% |
| AAPL Apple Inc. | 3.98% | 1,576,165 | $323.4M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 3.46% | 4,928,060 | $280.9M | Reduce -3.7% |
| EPS Wisdomtree US Large Cap Fund | 1.77% | 2,252,225 | $144.2M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 1.70% | 630,350 | $138.3M | Add +0.5% |
| EIPX FT Energy Inc. Partners Strat | 1.68% | 5,338,530 | $136.8M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 1.64% | 757,791 | $133.5M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 1.42% | 1,861,265 | $115.4M | Reduce -1.8% |
| NVDA Nvidia Corp. | 1.39% | 714,520 | $112.9M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.19% | 334,267 | $96.9M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.14% | 337,418 | $93.0M | Reduce -5.6% |
| ESGU iShares ESG Aware MSCI USA | 1.10% | 662,408 | $89.6M | Add +0.2% |
| HD Home Depot Inc. | 1.05% | 232,192 | $85.1M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.91% | 405,057 | $73.6M | Reduce -19.0% |
| GOOG Alphabet Inc. Class C | 0.83% | 380,478 | $67.5M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.82% | 620,970 | $66.9M | Reduce -0.5% |
| KBWB Invesco KBW Bank ETF | 0.82% | 926,093 | $66.3M | Add +7.4% |
| ABBV Abbvie Inc. | 0.75% | 327,289 | $60.8M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 124,473 | $60.5M | Add +4.2% |
| PG The Procter & Gamble Co. | 0.71% | 364,331 | $58.0M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.63% | 334,732 | $51.1M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.62% | 371,209 | $50.5M | Reduce -0.9% |
| MS Morgan Stanley | 0.62% | 358,324 | $50.5M | Reduce -1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.62% | 564,886 | $50.4M | Add +6.2% |
| V Visa Inc. Class A | 0.62% | 141,675 | $50.3M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 0.61% | 452,304 | $49.4M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 0.59% | 83,890 | $47.7M | Reduce -2.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.57% | 881,002 | $46.5M | Reduce -5.0% |
| COST Costco Wholesale Corp. | 0.54% | 44,071 | $43.6M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.50% | 583,531 | $40.5M | Reduce -0.6% |
| CBT Cabot Corp. | 0.50% | 536,679 | $40.3M | Reduce -3.2% |
| KLAC KLA Corp. | 0.48% | 43,409 | $38.9M | Reduce -2.3% |
| ESML iShares ESG Aware MSCI USA S | 0.45% | 893,345 | $36.9M | Reduce -8.2% |
| ORCL Oracle Corp. | 0.45% | 166,220 | $36.3M | Add +1.2% |
| MRK Merck & Co. Inc. | 0.42% | 429,269 | $34.0M | Reduce -4.4% |
| APH Amphenol Corp. Class A | 0.41% | 339,665 | $33.5M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.40% | 57,956 | $32.6M | Add +0.9% |
| ADP Automatic Data Processing | 0.38% | 99,802 | $30.8M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.37% | 230,411 | $30.4M | Reduce -8.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 48,959 | $30.2M | Reduce -4.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 556,464 | $29.7M | Add +4.3% |
| AXP American Express Co. | 0.35% | 89,044 | $28.4M | Add +0.8% |
| MCD McDonald's Corp. | 0.35% | 96,454 | $28.2M | Reduce -4.3% |
| RTX RTX Corp. | 0.34% | 189,176 | $27.6M | Reduce -0.2% |
| CHD Church & Dwight Co. Inc. | 0.33% | 276,829 | $26.6M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 0.33% | 35,890 | $26.5M | Add +8.6% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 63,968 | $25.9M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.31% | 64,642 | $25.1M | Reduce -0.6% |
| RGEF Rockefeller Global Eqty ETF | 0.31% | 898,395 | $25.0M | No change |
| CTRA Coterra Energy Inc. | 0.28% | 912,477 | $23.2M | Reduce -4.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 437,628 | $22.3M | Reduce -9.1% |
| UNP Union Pacific Corp. | 0.27% | 94,505 | $21.7M | Reduce -5.3% |
| NEE Nextera Energy Inc. | 0.26% | 303,848 | $21.1M | Add +2.9% |
| GS Goldman Sachs Group Inc. | 0.26% | 29,705 | $21.0M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.26% | 66,605 | $20.8M | Reduce -8.9% |
| VGT Vanguard Info Tech ETF | 0.25% | 30,314 | $20.1M | Reduce -6.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 67,748 | $20.0M | Reduce -3.3% |
| EFA iShares MSCI Eafe ETF | 0.24% | 222,345 | $19.9M | Add +8.6% |
| PANW Palo Alto Networks Inc. | 0.24% | 96,905 | $19.8M | Add +1.6% |
| EMR Emerson Electric Co. | 0.24% | 148,532 | $19.8M | Reduce -3.5% |
| ITW Illinois Tool Works | 0.24% | 78,288 | $19.4M | Reduce -4.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 63,666 | $19.4M | Add +22.8% |
| CVX Chevron Corp. | 0.23% | 132,337 | $18.9M | Reduce -5.4% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 375,807 | $18.6M | Reduce -2.4% |
| ADI Analog Devices Inc. | 0.21% | 70,792 | $16.8M | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.21% | 31,777 | $16.8M | Reduce -9.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.20% | 140,983 | $16.4M | Reduce -1.7% |
| SYK Stryker Corp. | 0.20% | 40,812 | $16.1M | Add +0.9% |
| STT State Street Corp. | 0.20% | 151,741 | $16.1M | Reduce -0.6% |
| MTD Mettler-Toledo International | 0.20% | 13,623 | $16.0M | Reduce -7.2% |
| ECL Ecolab Inc. | 0.19% | 56,555 | $15.2M | Reduce -0.4% |
| LIN Linde PLC | 0.19% | 32,469 | $15.2M | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.19% | 214,370 | $15.2M | Reduce -0.7% |
| WMT Walmart Inc. | 0.18% | 153,254 | $15.0M | Add +4.0% |
| LOW Lowe's Cos Inc. | 0.18% | 67,530 | $15.0M | Reduce -0.2% |
| IWN iShares Russell 2000 Value E | 0.18% | 94,188 | $14.9M | Reduce -10.5% |
| FAST Fastenal Co. | 0.18% | 350,708 | $14.7M | Reduce -2.2% |
| AMGN Amgen Inc. | 0.18% | 52,486 | $14.7M | Reduce -3.3% |
| IGV iShares Expanded Tech-Softwa | 0.18% | 133,066 | $14.6M | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.18% | 27,405 | $14.5M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 116,593 | $14.5M | Reduce -4.1% |
| HON Honeywell International Inc. | 0.18% | 62,029 | $14.4M | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.17% | 46,641 | $14.2M | Add +1.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.17% | 352,124 | $13.8M | Reduce -0.8% |
| AMT American Tower Corp. | 0.17% | 61,331 | $13.6M | Reduce -1.6% |
| ACN Accenture PLC Class A | 0.16% | 42,366 | $12.7M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.15% | 36,668 | $12.5M | Reduce -5.2% |
| CRM Salesforce Inc. | 0.15% | 44,452 | $12.1M | Reduce -2.9% |
| ORLY O'reilly Automotive Inc. | 0.14% | 128,374 | $11.6M | Add +0.7% |
| MUB iShares National Muni Bond E | 0.14% | 110,289 | $11.5M | Reduce -4.7% |
| VGK Vanguard Ftse Europe ETF | 0.14% | 147,913 | $11.5M | Reduce -1.8% |
| CL Colgate-Palmolive Co. | 0.14% | 124,108 | $11.3M | Reduce -3.1% |
| ANET Arista Networks Inc. | 0.14% | 109,862 | $11.2M | Reduce -6.8% |
| PH Parker Hannifin Corp. | 0.14% | 15,727 | $11.0M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 80,377 | $10.7M | Add +8.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $442K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 7,500 | $442K | No change |
Total filed on the 13F, all lines: $8.1B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.6% | 3.98% | −0.63 |
| UNH Unitedhealth Group Inc. | Reduce -8.9% | 0.26% | −0.25 |
| RSP Invesco S&P 500 Equal Weight | Reduce -19.0% | 0.91% | −0.23 |
| EIPX FT Energy Inc. Partners Strat | Reduce -1.0% | 1.68% | −0.16 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.75% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.82% | −0.15 |
| PEP Pepsico Inc. | Reduce -8.5% | 0.37% | −0.12 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.63% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.4% | 0.32% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -4.4% | 0.42% | −0.11 |
| CBT Cabot Corp. | Reduce -3.2% | 0.50% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.71% | −0.11 |
| EPS Wisdomtree US Large Cap Fund | Reduce -6.7% | 1.77% | −0.10 |
| CHD Church & Dwight Co. Inc. | Reduce -5.0% | 0.33% | −0.09 |
| HD Home Depot Inc. | Reduce -2.0% | 1.05% | −0.09 |
| CTRA Coterra Energy Inc. | Reduce -4.5% | 0.28% | −0.08 |
| CVX Chevron Corp. | Reduce -5.4% | 0.23% | −0.07 |
| MCD McDonald's Corp. | Reduce -4.3% | 0.35% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.0% | 0.57% | −0.06 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -68.9% | 0.02% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.4% | 0.09% | −0.05 |
| JMST JPM Ultra-Short Muni Income | Reduce -9.1% | 0.27% | −0.05 |
| UNP Union Pacific Corp. | Reduce -5.3% | 0.27% | −0.04 |
| AMGN Amgen Inc. | Reduce -3.3% | 0.18% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.1% | 0.09% | −0.04 |
| ESML iShares ESG Aware MSCI USA S | Reduce -8.2% | 0.45% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -13.1% | 0.12% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -14.5% | 0.12% | −0.03 |
| MTD Mettler-Toledo International | Reduce -7.2% | 0.20% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.62% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -6.5% | 0.06% | −0.03 |
| ITW Illinois Tool Works | Reduce -4.9% | 0.24% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 1.42% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.7% | 0.38% | −0.03 |
| SPGI S&P Global Inc. | Reduce -9.6% | 0.21% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -10.5% | 0.18% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 0.18% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 0.61% | −0.02 |
| ZTS Zoetis Inc. | Reduce -12.8% | 0.08% | −0.02 |
| BX Blackstone Inc. | Reduce -33.3% | 0.04% | −0.02 |
| SLB SLB Ltd. | Reduce -39.3% | 0.02% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.4% | 0.16% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -3.1% | 0.14% | −0.02 |
| DHR Danaher Corp. | Reduce -2.9% | 0.13% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -4.7% | 0.14% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -5.1% | 0.05% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -13.4% | 0.06% | −0.02 |
| DOV Dover Corp. | Reduce -19.2% | 0.06% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.1% | 0.09% | −0.02 |
| WSO Watsco Inc. | Reduce -2.3% | 0.07% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IEFA iShares Core MSCI Eafe ETF | Add +6.7% | 4.62% | +0.44 |
| NVDA Nvidia Corp. | Add +2.4% | 1.39% | +0.40 |
| ORCL Oracle Corp. | Add +1.2% | 0.45% | +0.15 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.70% | +0.14 |
| KBWB Invesco KBW Bank ETF | Add +7.4% | 0.82% | +0.11 |
| META Meta Platforms Inc. Class A | Add +8.6% | 0.33% | +0.08 |
| GEV GE Vernova Inc. | Add +1.5% | 0.18% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.8% | 0.24% | +0.05 |
| ESGD iShares Trust iShares ESG Aw | Add +6.2% | 0.62% | +0.05 |
| ESGU iShares ESG Aware MSCI USA | Add +0.2% | 1.10% | +0.05 |
| AXP American Express Co. | Add +0.8% | 0.35% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +1.6% | 0.24% | +0.03 |
| NFLX Netflix Inc. | Add +10.1% | 0.09% | +0.03 |
| DELL Dell Technologies -C | Add +3.3% | 0.12% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +2.7% | 0.08% | +0.03 |
| ETN Eaton Corp. PLC | Add +2.0% | 0.13% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +8.6% | 0.24% | +0.03 |
| NOW ServiceNow Inc. | Add +10.5% | 0.09% | +0.02 |
| GE General Electric | Add +17.2% | 0.08% | +0.02 |
| BKNG Booking Holdings Inc. | Add +2.9% | 0.11% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +7.3% | 0.12% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +124.8% | 0.03% | +0.02 |
| EDIV State Street SPDR S&P Emergi | Add +527.1% | 0.02% | +0.02 |
| INTU Intuit Inc. | Add +3.8% | 0.08% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +127.2% | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +4.0% | 0.18% | +0.01 |
| UBER Uber Technologies Inc. | Add +18.5% | 0.05% | +0.01 |
| VXF Vanguard Extended Market ETF | New | 0.01% | +0.01 |
| PWR Quanta Services Inc. | Add +11.0% | 0.04% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.8% | 0.05% | +0.01 |
| PHYS Sprott Physical Gold Trust | Add +91.7% | 0.03% | +0.01 |
| TT Trane Technologies PLC | Add +4.3% | 0.06% | +0.01 |
| VERV Verve Therapeutics Inc. | Add +50.0% | 0.02% | +0.01 |
| CCJ Cameco Corp. | Add +4.0% | 0.03% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +2.9% | 0.06% | +0.01 |
| PH Parker Hannifin Corp. | Add +0.1% | 0.14% | +0.01 |
| LDOS Leidos Holdings Inc. | Add +3.4% | 0.08% | +0.01 |
| MU Micron Technology Inc. | Add +2.3% | 0.03% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +9.4% | 0.08% | +0.01 |
| CEG Constellation Energy | Add +9.1% | 0.02% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +29.5% | 0.03% | +0.01 |
| TSLA Tesla Inc. | Add +8.2% | 0.04% | +0.01 |
| BND Vanguard Total Bond Market | Add +196.6% | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +4.9% | 0.05% | +0.01 |
| MMIN Nylim Mackay Muni Insured Et | Add +85.6% | 0.02% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | New | 0.01% | +0.01 |
| MSTR Strategy Inc. | Add +0.7% | 0.03% | +0.01 |
| ULTA Ulta Beauty Inc. | Add +0.5% | 0.04% | +0.01 |
| JCI Johnson Controls Internation | Add +11.9% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 891 | $9.2B | IVV, BRK.A, IEFA, TJX, AAPL |
| Q1 2026 | 864 | $8.5B | IVV, BRK.A, TJX, IEFA, AAPL |
| Q4 2025 | 856 | $8.8B | IVV, BRK.A, TJX, AAPL, IEFA |
| Q3 2025 | 846 | $8.8B | IVV, BRK.A, TJX, CPNG, AAPL |
| Q2 2025 | 826 | $8.1B | IVV, BRK.A, CPNG, IEFA, TJX |
| Q1 2025 | 816 | $7.6B | IVV, BRK.A, TJX, AAPL, IEFA |
| Q4 2024 | 687 | $7.6B | IVV, BRK.A, AAPL, TJX, IEFA |
| Q3 2024 | 654 | $7.2B | IVV, AAPL, IEFA, CPNG, TJX |
| Q2 2024 | 629 | $6.7B | IVV, AAPL, TJX, MSFT, IEFA |
| Q1 2024 | 642 | $6.5B | IVV, MSFT, IEFA, TJX, AAPL |