# Glenmede Trust portfolio changes

> Live situation record from CLSTR: https://clstr.news/situations/glenmede-trust-portfolio-changes
> Updated: 2026-08-04T09:20:32.000Z. Sources: 2. Developments: 2.

In early August 2026, Glenmede Trust Co. NA filed two successive SEC 13F reports showing a broad rebalancing of its equity holdings. On 3 August, the trust trimmed its positions in ICU Medical, Inc. and Kenvue Inc., cutting each stake by roughly 11 % and ending the quarter with modest share counts valued at about $10 million and $7 million respectively. The following day, 4 August, Glenmede reported a sharp increase in its News Corporation holding—up more than three‑fold to 372,518 shares—while simultaneously reducing its stake in WillScot Holdings Corporation by nearly 12 %. These filings illustrate Glenmede’s active adjustment strategy across a diverse set of U.S. listed companies, involving both reductions and notable increases within a single reporting period.

## Timeline

### 2026-08-04: Glenmede Trust adjusts stakes in News Corp and WillScot

Glenmede Trust boosted its News Corp stake to 0.07% ($9.3 M) while cutting its WillScot holding to 0.29% ($9.1 M) in Q1, per SEC filings.

2 sources. https://clstr.news/cluster/glenmede-trust-adjusts-stakes-in-news-corp-and-willscot

### 2026-08-03: Glenmede Trust Co. NA Cuts Stakes in ICU Medical and Kenvue

Glenmede Trust Co. NA cut its Q1 stakes, selling 9,928 ICU Medical shares (now 78,366, $10 M) and 53,193 Kenvue shares (now 401,685, $7 M).

2 sources. https://clstr.news/cluster/glenmede-trust-co-na-cuts-stakes-in-icu-medical-and-kenvue

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Cite as: Glenmede Trust portfolio changes. CLSTR, https://clstr.news/situations/glenmede-trust-portfolio-changes