WELCH & FORBES LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -240,909 shares of $NVDA (~$41,176,166). This was a decrease of ~7% from their previous position.
- A decrease of -63,022 shares of $ADBE (~$15,231,787). This was a decrease of ~84% from their previous position.
- An addition of 115,125 shares of $NFLX (~$10,999,987). This was an increase of ~3464% over their previous position.
- An addition of 66,141 shares of $PANW (~$10,527,002). This was an increase of ~28% over their previous position.
- A decrease of -111,739 shares of $BSX (~$6,917,761). This was a decrease of ~100% from their previous position.
- A decrease of -10,530 shares of $SPY (~$6,759,312). This was a decrease of ~19% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for WELCH & FORBES LLC for more details.
