Institutional investors reshuffle US stock holdings

In late July 2026, United Therapeutics saw a series of institutional moves. Bank of Nova Scotia cut its stake by more than half, while Talon Private Wealth opened a new position. Other investors, including Royal Bank of Canada, Elmind Capital and Eversept Partners, adjusted their holdings, and the company’s CFO sold a sizable block of shares as part of broader insider sales.

A few days later, in early August 2026, Ulta Beauty experienced notable reductions by major trusts. Glenmede Trust trimmed its holding by 17.5%, and First Trust Advisors sold over a third of its position. Despite these declines, other funds such as Diamant Asset Management, Norges Bank and Invesco added to their stakes, highlighting a mixed pattern of buying and selling across the retailer’s shareholder base.

Together, the two snapshots illustrate a broader trend of institutional investors actively rebalancing portfolios in U.S.-listed companies, with some firms reducing exposure while others increase it.