1858 WEALTH MANAGEMENT, LLC quarter change: USA Stocks, Unchanged
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).
- CME: Country of operation United States; Class COM; Shares 2025-06-30 18,300; Shares 2025-09-30 18,300.
- DELL: Country of operation United States; Class CL C; Shares 2025-06-30 4,577; Shares 2025-09-30 4,577.
- TOST: Country of operation United States; Class CL A; Shares 2025-06-30 7,380; Shares 2025-09-30 7,380.
- FITB: Country of operation United States; Class COM; Shares 2025-06-30 11,213; Shares 2025-09-30 11,213.
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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