Woodstock Corp.
Woodstock Corporation is a private wealth management and investment advisory firm based in Boston, Massachusetts. Founded in 1929, the company is one of the oldest private wealth managers in Boston, providing highly personalized portfolio management, financial counseling, estate planning, and personal trust and fiduciary services. Serving primarily high net worth individuals, their families, trusts, corporations, and philanthropic institutions, Woodstock employs around 8 people as of 2024 and manages over $1.2 billion in assets. The firm is family-owned, with a tradition of generational client relationships and a focus on long-term, individualized wealth management.
Investment Strategy
Woodstock Corporation specializes in customized investment portfolios composed of individually selected stocks and bonds, tailored to each client’s specific objectives and risk profile. As a registered investment adviser, the firm adheres to a fiduciary standard, focusing on puting client interests first. Their philosophy emphasizes long-term growth through diversified portfolios, in-house research, active management, and tax awareness. They avoid third-party managed products except when suitable, prioritizing direct ownership of securities and providing frequent, personalized communication and advice to build deep, generational client relationships.
Latest 13F Filing Activity
Woodstock Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 153 equity positions with a total 13F market value of $1B. The fund increased holdings in Alphabet Inc. Class C, Nvidia Corp., Apple Inc. among other positions. Woodstock Corp. reduced exposure to Intuitive Surgical Inc., Fortinet Inc., Fiserv Inc. among others.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 9.56% | $110.3M | 591,364 | $4.37 | $186.58 | +$8.7M |
M MSFT | Microsoft Corp | 7.12% | $82.1M | 158,567 | $38.99 | $517.95 | +$2.5M |
O ORLY | O'Reilly Automotive Inc | 5.22% | $60.3M | 559,037 | $92.37 | $107.81 | +$7.5M |
A AAPL | Apple Inc | 3.74% | $43.1M | 169,409 | $21.76 | $254.63 | +$8.3M |
G GOOG | Alphabet Inc Class C | 3.41% | $39.3M | 161,557 | $41.94 | $243.55 | +$10.6M |
Industry Allocation
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