1858 WEALTH MANAGEMENT, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, 1858 WEALTH MANAGEMENT, LLC opened 12 positions, added to 23, reduced 52, sold out of 15 and left 13 unchanged. The largest increase in value was NVDA (+$1,160,880); the largest decrease was ISRG (-$1,963,884).
- SNOW: Country of operation United States; Class COM SHS; Shares 2025-06-30 0; Shares 2025-09-30 3,348.
- CRH: Country of operation —; Class ORD; Shares 2025-06-30 0; Shares 2025-09-30 2,788.
- ALL: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 1,415.
- MCK: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 388.
Two Form 13F-HR filings compared (SEC CIK 2011812): 2025-06-30 (filed 2025-07-25) and 2025-09-30 (filed 2025-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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