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Stock trades filed Aug 4, 2026: insiders, Congress, funds

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Home Smart money Calls Research

Stock trades filed Aug 4, 2026

Insiders, Congress, funds.

Tuesday

267 trades were disclosed on Aug 4, 2026: 5 Congress trades, 45 insider buys, 203 insider sells and 14 fund 13F changes. Each one links to its own page with the amount, the trade date and the original filing.

Previous day: Aug 3, 2026 Next day: Aug 5, 2026 All days

Congress trades5

Shelley Capito sold $15K-$50K of Microsoft (MSFT)
Shelley Capito sold $1K-$15K of Apple (AAPL)
Shelley Capito sold $1K-$15K of Cisco Systems (CSCO)
Shelley Capito sold $1K-$15K of Coca-Cola Company (The) (KO)

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© 2026 AlphaYou. Not financial advice. Past performance does not predict future results.

Shelley Capito sold $1K-$15K of Intel (INTC)

Insider buys45

Albert L Lord (Dir) bought $116M of AppTech Payments (APCX)
Durable Capital Partners Lp (10% owner) bought $2.2M of Goosehead Insurance (GSHD)
Michael E Maroone (Dir) bought $1.5M of Carvana (CVNA)
Christopher Mahoney (Dir) bought $689K of Bunge Global (BG)
Opaleye Management Inc. (10% owner) bought $423K of Alpha Cognition (ACOG)
Benefit Street Partners Llc (10% owner) bought $288K of Altisource Portfolio Solutions S.a (ASPS)
Robert Ledford (Dir) bought $192K of Orion Group Holdings (ORN)
John R Linker (EVP, Finance and CFO) bought $148K of Columbus McKinnon (CMCO)
Andre J Hawaux (Dir) bought $100K of Tractor Supply (TSCO)
Charles E. Patterson II (General Counsel/Secretary) bought $88K of MacKenzie Realty Capital (MKZR)
Glen W Fuller (Treasurer) bought $88K of MacKenzie Realty Capital (MKZR)
Robert E Dixon (CEO/President) bought $88K of MacKenzie Realty Capital (MKZR)
Ronna R. Mcdaniel (Dir) bought $78K of Alliance Resource Partners (ARLP)
Bor-Zen Tien (VP) bought $73K of Taiwan Semiconductor Manufacturing (TSM)
Luis Campos (Dir, 10%) bought $66K of Betterware De Mexico, S.a.p.i. De C.v (BWMX)
Lawrence Bruno (Chairman and CEO) bought $54K of Core Laboratories (CLB)
Alison Gaut Vasquez (EVP And CFO) bought $50K of Orion Group Holdings (ORN)
Edward Chipman Earle (EVP & General Counsel) bought $49K of Orion Group Holdings (ORN)
Carl A Merton (Chief Financial Officer) bought $46K of Tilray Brands (TLRY)
Dimitrios Kostopoulos (Dir) bought $41K of United Maritime (USEA)
Kevin Andrew Simonoff (Dir) bought $32K of Sound Point Alternative Income Fund (SAFTX)
Philip J. Metheny (EVP, Chief Financial Officer) bought $30K of Commercial Bancgroup (CBK)
Mary E Sullivan (Dir) bought $29K of Orion Group Holdings (ORN)
Ajay K Amlani (President & CEO) bought $24K of Aware (AWRE)
Bradley Louis Radoff (10% owner) bought $19K of Regional Health Properties (RHEP)
Denise M Faltischek (Chief Strategy Officer) bought $12K of Tilray Brands (TLRY)
Saba Capital Management, L.P. (10% owner) bought $10K of New Germany Fund (GF)
Louis Jon Barack (President) bought $9K of Jushi Holdings (JUSH)
Ephraim Starr (SVP, Gen Counsel & Secretary) bought $8K of Azenta (AZTA)
David Wilson (Dir) bought $7K of Burke & Herbert Financial Services (BHRB)
Jagroop Gill (Dir) bought $6K of Community West Bancshares (CWBC)
Saba Capital Management, L.P. (10% owner) bought $4K of Mexico Fund (MXF)
David Wilson (Dir) bought $3K of Burke & Herbert Financial Services (BHRB)
Horizon Kinetics Asset Management Llc (10% owner) bought $2K of RENN Fund (RCG)
Lori A Conkling (Dir) bought $2K of Interactive Brokers Group (IBKR)
Horizon Kinetics Asset Management Llc (10% owner) bought $393 of Texas Pacific Land (TPL)
Eric Rosenfeld (Chief SPAC Officer) bought $143 of Legato Merger Corp. IV (LEGO)
Arash Ghodoosi (President, Principal Executive) bought $101 of Institutional Investment Strategy Fund (XIVYX)
Gregory R Monahan (CEO) bought $84 of Legato Merger Corp. IV (LEGO)
Adam H Jaffe (CFO) bought $68 of Legato Merger Corp. IV (LEGO)
Shahrez Nadeem (COO and Secretary) bought $8 of Legato Merger Corp. IV (LEGO)
Irfan Verjee (Dir) bought East West Ave Acquisition (EWAV)
Maoli Huang (CEO) bought East West Ave Acquisition (EWAV)
Samir Parikh (Dir) bought East West Ave Acquisition (EWAV)
Thomas John Kerkaert (CFO) bought East West Ave Acquisition (EWAV)

Insider sells203

Blackstone Holdings Ii L.P. (10% owner) sold $649M of Jersey Mike's Subs (JMKE)
Submarine Buyer Llc (10% owner) sold $649M of Jersey Mike's Subs (JMKE)
Dhabi Investment Authority Abu (10% owner) sold $96.4M of Jersey Mike's Subs (JMKE)
Berkshire Hathaway Inc (10% owner) sold $36.5M of Davita (DVA)
Thomas J. Nimbley (Dir) sold $32.6M of PBF Energy (PBF)
Ken Xie (President & CEO) sold $26.3M of Fortinet (FTNT)
Yat Tung Lam (Chief Operating Officer) sold $22.5M of Credo Technology Group Holding (CRDO)
Thomas L Ryan (CEO & Chairman) sold $21.6M of Service Corp International (SCI)
Eric J Buss (EVP & Chief Admin. Officer) sold $21.6M of Life Time Group Holdings (LTH)
Bahram Akradi (Founder & CEO) sold $19.7M of Life Time Group Holdings (LTH)
Phebe N Novakovic (Chairman and CEO) sold $19.7M of General Dynamics (GD)
Michael Miebach (President & CEO) sold $19.1M of Mastercard (MA)
Marguerite Amy Gilliland (Executive Vice President) sold $16.3M of General Dynamics (GD)
Matthew C. Lucey (CEO & President) sold $16.2M of PBF Energy (PBF)
Charles R. Schwab (Co-Chairman) sold $15.1M of Schwab Charles (SCHW)
William D Mosley (CEO) sold $14.1M of Seagate Technology Holdings (STX)
William D Mosley (CEO) sold $10.4M of Seagate Technology Holdings (STX)
Theodore A Sarandos (Co-CEO) sold $9.7M of Netflix (NFLX)
Christian Kleinerman (EVP, Product Management) sold $9M of Snowflake (SNOW)
Charles Alvin Meloy (Dir) sold $6.6M of Diamondback Energy (FANG)
Chi Fung Cheng (Chief Technology Officer) sold $5.8M of Credo Technology Group Holding (CRDO)
Patrick A Mayes (EVP & Chief Scientific Officer) sold $5.7M of Incyte (INCY)
Saba Capital Management, L.P. (10% owner) sold $5.5M of BlackRock ESG Capital Allocation Term Trust (ECAT)
Martine A Rothblatt (Chairperson & CEO) sold $4.9M of United Therapeutics (UTHR)
Eric D Tanzberger (Exec. VP, and CFO) sold $4.7M of Service Corp International (SCI)
L1 Capital Pty Ltd (10% owner) sold $4.3M of Anteris Technologies Global (AVR)
Mark W. Jenkins (Chief Financial Officer) sold $4.1M of Carvana (CVNA)
Maurice J Duca (10% owner) sold $3.9M of Appfolio (APPF)
George Kurtz (President And CEO) sold $3.7M of CrowdStrike Holdings (CRWD)
Vincent Roche (Chair & CEO) sold $3.6M of Analog Devices (ADI)
Josh Silverman (Dir) sold $3.4M of ETSY
John Ronald Jeffrey Jr (Dir) sold $3.3M of Argan (AGX)
Benjamin E. Huston (Chief Operating Officer) sold $3.2M of Carvana (CVNA)
John T Chambers (Dir) sold $3.1M of Bloom Energy (BE)
Phillip G Creek (Ex. Vice President and CFO) sold $3M of M/I Homes (MHO)
Patrick Sean Neville (Dir) sold $3M of Circle Internet Group (CRCL)
Isaias Jose Calisto (CEO & Executive Chairman, 10%) sold $3M of Karooooo (KARO)
Parham Javaheri (EVP &President Club Operations) sold $2.8M of Life Time Group Holdings (LTH)
Luis A Gonzalez (Dir, 10%) sold $2.7M of Mission Produce (AVO)
Michael A Angerthal (EVP, CFO & Treasurer) sold $2.5M of Virtus Investment Partners (VRTS)
Ip Fibre Devices Ltd (10% owner) sold $2.3M of Ipg Photonics (IPGP)
Erik Weaver (EVP & Chief Financial Officer) sold $2.1M of Life Time Group Holdings (LTH)
John H Faulk (SVP, COO) sold $2.1M of Service Corp International (SCI)
Tai Wendy Ho (Senior Vice President, HR) sold $2.1M of PBF Energy (PBF)
David E Rainbolt (Dir, 10%) sold $2.1M of Bancfirst (BANF)
Daniel Patrick O'Day (Chairman & CEO) sold $2M of Gilead Sciences (GILD)
Pablo J Cagnoni (President, Global Head of R&D) sold $1.9M of Incyte (INCY)
Frederick R Wilson (Dir) sold $1.7M of ETSY
Edward Meyercord (President And CEO) sold $1.5M of Extreme Networks (EXTR)
Andrew Reardon (CLO & Secretary) sold $1.4M of Ligand Pharmaceuticals (LGNYZ)
Stephan B. Tanda (President and CEO) sold $1.3M of Aptargroup (ATR)
Charles Odell Schiff (Dir) sold $1.3M of Cincinnati Financial (CINF)
David E Rainbolt (Dir, 10%) sold $1.3M of Bancfirst (BANF)
W Richard Staub sold $1.3M of Iqvia Holdings (IQV)
Roei Golan (Chief Financial Officer) sold $1.2M of Check Point Software Technologies (CHKP)
David Eric Russell (Sr. Vice President, Controller) sold $1.2M of Yum Brands (YUM)
Daniel Paul Franzetti (EVP & Cao) sold $1.2M of Cna Financial (CNA)
David L Finkelstein (CEO and Co-CIO) sold $1.1M of Annaly Capital Management (NLY)
Sumit Singh (Chief Executive Officer) sold $1.1M of Chewy (CHWY)
Gary B Smith (President, CEO) sold $1.1M of Ciena (CIEN)
Tomer Weingarten (President, CEO) sold $1.1M of SentinelOne (S)
Kevin J Mcnamara (president and CEO) sold $1.1M of Chemed (CHE)
Kathryn Mccarthy (Dir) sold $1M of Sei Investments (SEIC)
John Wendell Thompson (Dir) sold $1M of Rubrik (RBRK)
Aaron Jagdfeld (Chief Executive Officer) sold $974K of Generac Holdings (GNRC)
Arthur Ajemyan (SVP, CFO) sold $902K of Reliance (RS)
Salvatore A Miosi (President & COO) sold $891K of Mgic Investment (MTG)
Sherry S. Bahrambeygui (Dir) sold $885K of Pricesmart (PSMT)
Derek J Maetzold (Pres. & Chief Exec. Officer) sold $867K of Castle Biosciences (CSTL)
Mary Beth Wilkinson (EVP, CLO and Secretary) sold $823K of KLA (KLAC)
Thomas Charles Fisher (Co-President, C Investmt Ofcr) sold $770K of Pebblebrook Hotel Trust (PEB)
Kirsty Farrah Ross (Chief Operating Officer) sold $762K of Super Group (SGHC) (SGHC)
Blackrock Portfolio Management Llc (10% owner) sold $745K of York Space Systems (YSS)
Robert Fauber (President and CEO) sold $710K of Moodys (MCO)
Donta L Wilson (Chief Consumer & SB BK Officer) sold $689K of Truist Financial (TFC)
Neal Menashe (Chief Executive Officer) sold $677K of Super Group (SGHC) (SGHC)
David R Brooks (Dir) sold $667K of SouthState Bank (SSB)
Tami Rosen (Dir) sold $619K of Pagaya Technologies (PGY)
J Mariner Kemper (Chairman and CEO) sold $619K of Umb Financial (UMBF)
Uma Wilson (Executive Vice President) sold $613K of Umb Financial (UMBF)
Shu-Hua (Joshua) Yeh sold $596K of Applied Optoelectronics (AAOI)
Nir Debbi (President) sold $585K of Global-E Online (GLBE)
Shan Riku Sakakibara (Chief Product Officer) sold $561K of BillionToOne (BLLN)
Tobin W Juvenal (Chief Commercial Officer) sold $556K of Castle Biosciences (CSTL)
Megan Carlson (CAO and SVP, Finance) sold $541K of Butterfly Network (BFLY)
Frank P Lanuto sold $525K of Stagwell (STGW)
Michael Xie (VP, Engineering & CTO) sold $508K of Fortinet (FTNT)
Lynn Michelle Jurich (Dir) sold $498K of Sunrun (RUN)
Kendall A Kowalski (Chief Information Officer) sold $481K of Huntington Bancshares (HBAN)
Jonathan Vassil (Chief Revenue Officer) sold $470K of Toast (TOST)
Sanjiv Das (President) sold $468K of Pagaya Technologies (PGY)
Jennifer J. Kent (Sr. EVP, CLO & Corp. Sec.) sold $459K of Kohls (KSS)
Bhavik Patel sold $436K of Iqvia Holdings (IQV)
Daniel J Bartlett (Executive Vice President) sold $420K of Walmart (WMT)
David A Hyman (Chief Legal Officer) sold $417K of Netflix (NFLX)
Tonya L. Mater (SVP & Chief Accounting Officer) sold $413K of Epr Properties (EPR)
John Anthony Maddison (Chief Product Mkting Officer) sold $406K of F5 (FFIV)
Daisy Y Ha (Dir) sold $385K of Hope Bancorp (HOPE)
Alex Zhuangzhuang Peng sold $368K of TAL Education Group (TAL)
John C Ivascu (EVP, General Counsel & CCO) sold $353K of Forum Energy Technologies (FET)
Matthew Enyedi (Group Managing Director) sold $353K of LPL Financial Holdings (LPLA)
Chad Patterson (Chief Comm & Product Officer) sold $331K of iRhythm Holdings (IRTC)
Mark G Foletta (Dir) sold $331K of Dexcom (DXCM)
Grady Kittrell (10% owner) sold $325K of Mgt Capital Investments (MGTI)
Stephen R Palmer (Vice President of Accounting) sold $322K of Carvana (CVNA)
Laura B Williamson (President, LongHorn Steakhouse) sold $318K of Darden Restaurants (DRI)
Alinda van Wyk (Chief Financial Officer) sold $316K of Super Group (SGHC) (SGHC)
Angela M Sargent (SEVP & Chief Info Officer) sold $312K of Fulton Financial (FULT)
Joan Bottarini sold $311K of Hyatt Hotels (H)
Arthur W Coviello Jr (Dir) sold $309K of Synchrony Financial (SYF)
Jennifer van Aken (Sr VP Treasurer & CRO) sold $307K of GATX
Christie Raymond (Sr. EVP, Chief Marketing Off.) sold $300K of Kohls (KSS)
Virendra A Kirloskar (SVP & Chief Accounting Officer) sold $300K of KLA (KLAC)
Nikki Farentino Newton (President, Private Wealth Mgmt) sold $297K of Umb Financial (UMBF)
Alexander Mackinze Woods-Leo (CEO CFO Pres. Scty. Treasurer, 10%) sold $291K of Invech Holdings (IVHI)
Chad Michael Whalen (EVP, Worldwide Sales) sold $285K of F5 (FFIV)
Andrew R Harrison (EVP And Cco) sold $263K of Alaska Air Group (ALK)
Julianne Rodda (EVP, Chief People Officer) sold $258K of iRhythm Holdings (IRTC)
Peggy Alford (Dir) sold $252K of Meta Platforms (META)
Joo Mi Kim (Chief Financial Officer) sold $249K of Qualys (QLYS)
Edward Cooper Werner (Chief Financial Officer) sold $243K of F5 (FFIV)
Scott Mcintyre (SVP, Accounting) sold $241K of World Acceptance (WRLD)
Jane D Carlin (Dir) sold $232K of Hanover Insurance Group (THG)
Javier Zamora (General Counsel and Secretary) sold $230K of CarGurus (CARG)
Richard H. Ledgett Jr (Dir) sold $212K of M&T Bank (MTB)
Thomas F. Lesinski (Chief Executive Officer) sold $212K of National CineMedia (NCMI)
Angelique M Okeke (EVP, General Counsel) sold $208K of F5 (FFIV)
Ryan C. Fisher (SVP, Gen. Counsel & Secretary) sold $200K of Ingevity (NGVT)
Marco A Abbruzzese (Vice Chair) sold $199K of Bank Of Hawaii (BOH)
Al Ferrara (Dir) sold $189K of Steven Madden (SHOO)
Rodolphe Herve (Chief Operating Officer) sold $163K of Palomar Holdings (PLMR)
Samantha Leigh Hannan (Clo & Cco) sold $161K of Alliance Laundry Holdings (ALH)
Marco A Abbruzzese (Vice Chair) sold $160K of Bank Of Hawaii (BOH)
Ralph A Larossa (Chair, President and CEO) sold $159K of Public Service Enterprise Group (PEG)
Lester Machado (Dir) sold $159K of California BanCorp (BCAL)
Kunal Anand (Chief Technology Officer) sold $159K of F5 (FFIV)
Melinda L. Geisser (Chief People Services Officer) sold $157K of Savers Value Village (SVV)
Michael L Finn (Dir) sold $153K of Rocky Brands (RCKY)
Robyn R. Hahn (Dir) sold $153K of Rocky Brands (RCKY)
Ryan Jason Hildebrand (Chief Innovation Officer) sold $150K of Bankwell Financial Group (BWFG)
Mark Daniel Mouadeb (President, Card) sold $148K of Capital One Financial (COF)
Holly G. Goughnour (VP & Chief Accounting Officer) sold $147K of International Paper (IP)
Thomas C Indelicarto (EVP, Gen Counsel & Secretary) sold $146K of Verisign (VRSN)
Terrance Lane Wilson (SVP & General Counsel) sold $141K of Williams Companies (WMB)
John Christopher Morris (EVP & CTO) sold $137K of Seagate Technology Holdings (STX)
Dean J Brydon (CEO) sold $136K of Timberland Bancorp (TSBK)
Beth Hecht sold $134K of Xeris Biopharma Holdings (XERS)
Eugene A Scherbakov (Dir, 10%) sold $132K of Ipg Photonics (IPGP)
John Edward Williams (EVP & Gm, Psd) sold $132K of MKS (MKSI)
Yue Zhuge (Dir) sold $129K of New Oriental Education & Technology Group (EDU)
Michael Stock (Chief Financial Officer) sold $126K of Liberty Energy (LBRT)
David Kirn sold $125K of 4D Molecular Therapeutics (FDMT)
Jason E Estes (Exec. Vice President; CCO) sold $125K of Bank7 (BSVN)
Dustin De Forest Sedgwick (Chief Marketing Officer) sold $124K of Intapp (INTA)
Kevin Mcculloch sold $120K of Xeris Biopharma Holdings (XERS)
Phillip James Mason (President, Inst. Banking) sold $118K of Umb Financial (UMBF)
Olivia I Lindsay (Chief Risk Officer) sold $117K of Banc Of California (BANC)
Howard Horn (Chief Financial Officer) sold $117K of Ultragenyx Pharmaceutical (RARE)
Hossein Razzaghi (Chief Commercial Officer) sold $110K of Circle Internet Group (CRCL)
Richard A. Medway (General Counsel) sold $105K of Savers Value Village (SVV)
Rosty Raykov (Other) sold $96K of Fennec Pharmaceuticals (FENC)
Julie Ann Fairchild (Chief Accounting Officer) sold $95K of Southern First Bancshares (SFST)
Mary Lou Burke (COO North America Center Ops) sold $91K of Bright Horizons Family Solutions (BFAM)
Elizabeth Schaefer (SVP, Chief Accounting Officer) sold $91K of State Street (STT)
Nataly Kremer (Chief Product Officer) sold $82K of Check Point Software Technologies (CHKP)
Steven M Chaouki (President, US Markets) sold $80K of TransUnion (TRU)
Alexandre Clerc (SVP, Customers) sold $76K of Frontier Group Holdings (ULCC)
Todd C. Skinner (President, International) sold $76K of TransUnion (TRU)
Steve Schuller (SVP, Human Resources) sold $76K of Frontier Group Holdings (ULCC)
Mervin Smith (EVP Strategic Business Ops) sold $75K of iRhythm Holdings (IRTC)
Georgette R. George (Dir) sold $74K of Burke & Herbert Financial Services (BHRB)
Tamara L Schulz (Chief Accounting Officer) sold $72K of Circle Internet Group (CRCL)
Christiane Ohlgart (Chief Financial Officer) sold $64K of Fortinet (FTNT)
Darren Sherman sold $61K of Orchestra BioMed Holdings (OBIO)
Mercedes Johnson (Dir) sold $59K of Teradyne (TER)
Martine Nathan (General Counsel) sold $56K of Super Group (SGHC) (SGHC)
Courtney Gentleman sold $55K of Synchrony Financial (SYF)
John A Seaman III (EVP, Chief Credit Officer) sold $55K of C & F Financial (CFFI)
Yvonne Wassenaar (Dir) sold $54K of Rubrik (RBRK)
Mark A Welsh III (Dir) sold $52K of Northrop Grumman (NOC)
Sarah Elizabeth Schubach (Chief Accounting Officer) sold $52K of Dropbox (DBX)
Karah Herdman Parschauer (EVP and Chief Legal Officer) sold $47K of Ultragenyx Pharmaceutical (RARE)
Darrell Owens sold $47K of Synchrony Financial (SYF)
Phillip Soccio (Other) sold $40K of BlackRock Municipal 2030 Target Term Trust (BTT)
Tyler Herb (Chief Accounting Officer) sold $40K of Figma (FIG)
Mark J Hawkins (Dir) sold $37K of Cloudflare (NET)
David Lee Repp (SVP-Cao & Corporate Controller) sold $29K of Mohawk Industries (MHK)
Peter Allan Davis (Dir) sold $25K of Steven Madden (SHOO)
Gregory L Hendry (Chief Accounting Officer) sold $23K of PennyMac Mortgage Investment Trust (PMT)
Rhett D. Jordan (EVP & Chief Credit Officer) sold $23K of Smartfinancial (SMBK)
Aaron Samuel Greenberg (CSO) sold $19K of Nayax (NYAX)
John Anthony Dibella II (Chief Revenue Officer) sold $18K of Simulations Plus (SLP)
Thomas E Chorman (Dir) sold $15K of Standex International (SXI)
Christian C Trate (Dir) sold $14K of Citizens & Northern (CZNC)
Matthew M. Kim (Comptroller) sold $9K of Southern (SO)
Timothy Mattox (Dir) sold $9K of Upland Software (UPLD)
Robert J Mears (Chief Technology Officer) sold $5K of Atomera (ATOM)
Inbar Charash (General Counsel) sold $4K of Allot (ALLT)
Ronnie Y. Ng (Chief Financial Officer) sold $4K of National CineMedia (NCMI)
Susan Eylward (General Counsel and Corp Sec) sold $4K of Imunon (IMNN)
Ashley Mcgrane (General Counsel and Corp Sec) sold $4K of ZoomInfo Technologies (GTM)
William L Cornog (Dir) sold $486 of LiveWire Group (LVWR)
Bank Of America Corp /De/ (10% owner) sold $370 of Nuveen Municipal High Income Opportunity Fund (NMZ)

Fund 13F changes14

Polen Capital Management cut $476M of Zoetis (ZTS)
Polen Capital Management cut $383M of AON
Polen Capital Management added $258M of General Electric (GE)
Polen Capital Management cut $250M of Accenture (ACN)
Polen Capital Management cut $248M of Synopsys (SNPS)
Polen Capital Management added $231M of GE Vernova (GEV)
Polen Capital Management added $180M of Taiwan Semiconductor Manufacturing (TSM)
Polen Capital Management cut $169M of Uber Technologies (UBER)
Polen Capital Management added $161M of ATI
Polen Capital Management added $123M of Howmet Aerospace (HWM)
Polen Capital Management added $97.3M of IWF
Polen Capital Management added $85.6M of EMCOR Group (EME)
Polen Capital Management cut $36.2M of Boston Scientific (BSX)
Polen Capital Management cut $23.5M of ACWI