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Frank, Rimerman Advisors LLC Historic Quarter Change: USA Other Stocks, Reduced

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Frank, Rimerman Advisors LLC historic quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Frank, Rimerman Advisors LLC opened 15 positions, added to 21, reduced 14 and sold out of 23.

  • Q2 2025: Stock WALGREENS BOOTS ALLIANCE INC; Country of operation United States; Class COM; Shares before 17,682.
  • Q2 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 3,689.
  • Q2 2025: Stock ANSYS INC; Country of operation United States; Class COM; Shares before 1,876.
  • Q4 2024: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 108,387.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1977560), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108		United StatesCOM17,68210,469-7,213$197,508$120,184-$77,3242025-08-11
Q2 2025DUPONT DE NEMOURS INC
CUSIP 26614N102		United StatesCOM3,6892,919-770$275,495$200,214-$75,2812025-08-11
Q2 2025ANSYS INC
CUSIP 03662Q105		United StatesCOM1,8761,602-274$593,867$562,654-$31,2132025-08-11
Q4 2024AMCOR PLC
CUSIP G0250X107		ORD108,387107,267-1,120$1,228,025$1,009,382-$218,6432025-02-10
Q4 2024CHAMPIONX CORPORATION
CUSIP 15872M104		United StatesCOM27,38927,387-2$825,778$744,653-$81,1252025-02-10
Q4 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108		United StatesCOM18,93816,588-2,350$169,684$154,766-$14,9182025-02-10
Q3 2024LAM RESEARCH CORP
CUSIP 512807108		United StatesCOM2,9121,614-1,298$3,100,843$1,317,153-$1,783,6902024-10-24
Q3 2024SUPER MICRO COMPUTER INC
CUSIP 86800U104		United StatesCOM3,7103,512-198$3,039,789$1,462,397-$1,577,3922024-10-24
Q3 2024MARATHON OIL CORP
CUSIP 565849106		United StatesCOM41,23827,655-13,583$1,182,293$736,453-$445,8402024-10-24
Q3 2024CHAMPIONX CORPORATION
CUSIP 15872M104		United StatesCOM27,42127,389-32$910,651$825,778-$84,8732024-10-24
Q3 2024DUPONT DE NEMOURS INC
CUSIP 26614N102		United StatesCOM3,1973,188-9$257,327$284,083+$26,7562024-10-24
Q3 2024DISCOVER FINL SVCS
CUSIP 254709108		United StatesCOM3,1703,129-41$414,668$438,967+$24,2992024-10-24
Q3 2024ANSYS INC
CUSIP 03662Q105		United StatesCOM1,6191,598-21$520,509$509,171-$11,3382024-10-24
Q1 2024ZUORA INC
CUSIP 98983V106		United StatesCOM CL A85,10140,000-45,101$799,949$364,800-$435,1492024-05-09

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