Handelsbanken Fonder AB historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, Handelsbanken Fonder AB opened 451 positions, added to 5,948, reduced 3,630 and sold out of 773.
- Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 593,265.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 836,427.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 11,365,507.
- Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 1,850,081.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1398318), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-31). 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 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MU
MICRON TECHNOLOGY INC COM | United States | COM | 593,265 | 630,685 | +37,420 | $200,429 | $727,993 | +$527,564 | 2026-07-10 |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC COM | United States | COM | 836,427 | 1,000,860 | +164,433 | $170,154 | $581,410 | +$411,256 | 2026-07-10 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION COM | United States | COM | 11,365,507 | 11,369,496 | +3,989 | $1,982,144 | $2,274,922 | +$292,778 | 2026-07-10 |
|---|
| Q2 2026 | INTC
INTEL CORP COM | United States | COM | 1,850,081 | 2,263,752 | +413,671 | $81,644 | $316,088 | +$234,444 | 2026-07-10 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC CAP STK CL A | United States | COM | 2,877,334 | 2,949,453 | +72,119 | $827,406 | $1,054,046 | +$226,640 | 2026-07-10 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC COM | United States | COM | 356,909 | 462,685 | +105,776 | $121,988 | $334,521 | +$212,533 | 2026-07-10 |
|---|
| Q2 2026 | UNH
UNITEDHEALTH GROUP INC COM | United States | COM | 348,541 | 687,561 | +339,020 | $94,312 | $285,771 | +$191,459 | 2026-07-10 |
|---|
| Q2 2026 | GOOG
ALPHABET INC CAP STK CL C | United States | COM | 2,854,630 | 2,854,989 | +359 | $818,879 | $1,008,753 | +$189,874 | 2026-07-10 |
|---|
| Q2 2026 | KLAC
KLA CORP COM NEW | United States | COM | 79,667 | 858,984 | +779,317 | $117,302 | $259,164 | +$141,862 | 2026-07-10 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC COM | United States | COM | 128,511 | 205,152 | +76,641 | $91,045 | $218,466 | +$127,421 | 2026-07-10 |
|---|
| Q2 2026 | WDC
WESTERN DIGITAL CORP COM | United States | COM | 134,500 | 230,578 | +96,078 | $36,381 | $147,275 | +$110,894 | 2026-07-10 |
|---|
| Q2 2026 | SNDK
SANDISK CORP COM | United States | COM | 42,600 | 57,564 | +14,964 | $27,065 | $130,885 | +$103,820 | 2026-07-10 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS COM | United States | COM | 341,844 | 638,216 | +296,372 | $82,860 | $179,473 | +$96,613 | 2026-07-10 |
|---|
| Q2 2026 | ENPH
ENPHASE ENERGY INC COM | United States | COM | 828,106 | 2,111,158 | +1,283,052 | $31,311 | $103,953 | +$72,642 | 2026-07-10 |
|---|
| Q2 2026 | CVS
CVS HEALTH CORP COM | United States | COM | 593,570 | 1,089,694 | +496,124 | $42,630 | $112,729 | +$70,099 | 2026-07-10 |
|---|
| Q2 2026 | TXN
TEXAS INSTRS INC COM | United States | COM | 368,600 | 419,960 | +51,360 | $71,560 | $125,177 | +$53,617 | 2026-07-10 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP COM | United States | COM | 3,696,043 | 3,811,080 | +115,037 | $1,368,164 | $1,421,609 | +$53,445 | 2026-07-10 |
|---|
| Q2 2026 | COHR
COHERENT CORP COM | United States | COM | 67,765 | 172,570 | +104,805 | $16,142 | $68,074 | +$51,932 | 2026-07-10 |
|---|
| Q2 2026 | FSLR
FIRST SOLAR INC COM | United States | COM | 593,898 | 683,112 | +89,214 | $117,152 | $161,187 | +$44,035 | 2026-07-10 |
|---|
| Q2 2026 | PLUG
PLUG PWR INC COM NEW | United States | COM | 3,476,950 | 19,014,270 | +15,537,320 | $7,858 | $51,529 | +$43,671 | 2026-07-10 |
|---|
| Q2 2026 | GEV
GE VERNOVA INC COM | United States | COM | 9,200 | 43,272 | +34,072 | $8,031 | $50,839 | +$42,808 | 2026-07-10 |
|---|
| Q2 2026 | EW
EDWARDS LIFESCIENCES CORP COM | United States | COM | 1,263,004 | 1,541,212 | +278,208 | $101,141 | $139,418 | +$38,277 | 2026-07-10 |
|---|
| Q2 2026 | MS
MORGAN STANLEY COM NEW | United States | COM | 458,174 | 526,074 | +67,900 | $75,402 | $109,971 | +$34,569 | 2026-07-10 |
|---|
| Q2 2026 | GH
GUARDANT HEALTH INC COM | United States | COM | 115,841 | 301,041 | +185,200 | $10,700 | $45,165 | +$34,465 | 2026-07-10 |
|---|
| Q2 2026 | RVMD
REVOLUTION MEDICINES INC COM | United States | COM | 61,775 | 212,275 | +150,500 | $6,008 | $39,755 | +$33,747 | 2026-07-10 |
|---|
| Q2 2026 | DDOG
DATADOG INC CL A COM | United States | COM | 93,912 | 170,519 | +76,607 | $11,086 | $44,396 | +$33,310 | 2026-07-10 |
|---|
| Q2 2026 | CDNS
CADENCE DESIGN SYSTEM INC COM | United States | COM | 135,078 | 176,771 | +41,693 | $37,534 | $66,346 | +$28,812 | 2026-07-10 |
|---|
| Q2 2026 | MRK
MERCK & CO INC COM | United States | COM | 1,864,305 | 1,959,794 | +95,489 | $224,257 | $251,834 | +$27,577 | 2026-07-10 |
|---|
| Q2 2026 | V
VISA INC COM CL A | United States | COM | 646,976 | 649,345 | +2,369 | $195,542 | $222,784 | +$27,242 | 2026-07-10 |
|---|
| Q2 2026 | OKTA
OKTA INC CL A | United States | COM | 47,900 | 216,191 | +168,291 | $3,770 | $29,499 | +$25,729 | 2026-07-10 |
|---|
| Q2 2026 | LITE
LUMENTUM HLDGS INC COM | United States | COM | 28,747 | 53,040 | +24,293 | $20,202 | $45,512 | +$25,310 | 2026-07-10 |
|---|
| Q2 2026 | TER
TERADYNE INC COM | United States | COM | 124,740 | 127,990 | +3,250 | $36,980 | $61,927 | +$24,947 | 2026-07-10 |
|---|
| Q2 2026 | NTRA
NATERA INC COM | United States | COM | 161,000 | 207,800 | +46,800 | $32,198 | $56,407 | +$24,209 | 2026-07-10 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON COM | United States | COM | 1,940,609 | 1,959,262 | +18,653 | $474,362 | $497,594 | +$23,232 | 2026-07-10 |
|---|
| Q2 2026 | CSL
CARLISLE COS INC COM | United States | COM | 162,077 | 213,065 | +50,988 | $54,072 | $77,289 | +$23,217 | 2026-07-10 |
|---|
| Q2 2026 | AXP
AMERICAN EXPRESS CO COM | United States | COM | 205,087 | 244,766 | +39,679 | $62,035 | $82,792 | +$20,757 | 2026-07-10 |
|---|
| Q2 2026 | WAT
WATERS CORP COM | United States | COM | 48,508 | 93,653 | +45,145 | $14,446 | $35,124 | +$20,678 | 2026-07-10 |
|---|
| Q2 2026 | AMGN
AMGEN INC COM | United States | COM | 299,544 | 346,596 | +47,052 | $105,395 | $125,509 | +$20,114 | 2026-07-10 |
|---|
| Q2 2026 | CIEN
CIENA CORP COM NEW | United States | COM | 44,162 | 75,043 | +30,881 | $17,145 | $36,813 | +$19,668 | 2026-07-10 |
|---|
| Q2 2026 | UMBF
UMB FINL CORP COM | United States | COM | 55,790 | 176,840 | +121,050 | $6,293 | $25,246 | +$18,953 | 2026-07-10 |
|---|
| Q2 2026 | SHLS
SHOALS TECHNOLOGIES GROUP IN CL A | United States | COM | 2,854,873 | 3,766,966 | +912,093 | $18,785 | $37,293 | +$18,508 | 2026-07-10 |
|---|
| Q2 2026 | CYTK
CYTOKINETICS INC COM NEW | United States | COM | 247,300 | 405,000 | +157,700 | $16,300 | $34,502 | +$18,202 | 2026-07-10 |
|---|
| Q2 2026 | HPE
HEWLETT PACKARD ENTERPRISE C COM | United States | COM | 620,919 | 725,021 | +104,102 | $14,784 | $32,706 | +$17,922 | 2026-07-10 |
|---|
| Q2 2026 | HALO
HALOZYME THERAPEUTICS INC COM | United States | COM | 493,469 | 631,899 | +138,430 | $31,893 | $49,459 | +$17,566 | 2026-07-10 |
|---|
| Q2 2026 | WELL
WELLTOWER INC COM | United States | COM | 316,815 | 353,123 | +36,308 | $62,637 | $80,148 | +$17,511 | 2026-07-10 |
|---|
| Q2 2026 | YETI
YETI HLDGS INC COM | United States | COM | 181,900 | 482,858 | +300,958 | $6,656 | $23,930 | +$17,274 | 2026-07-10 |
|---|
| Q2 2026 | ALAB
ASTERA LABS INC COM | United States | COM | 40,000 | 44,500 | +4,500 | $4,384 | $21,494 | +$17,110 | 2026-07-10 |
|---|
| Q2 2026 | DASH
DOORDASH INC CL A | United States | COM | 156,101 | 210,142 | +54,041 | $23,439 | $38,778 | +$15,339 | 2026-07-10 |
|---|
| Q2 2026 | FIX
COMFORT SYS USA INC COM | United States | COM | 20,033 | 21,390 | +1,357 | $27,625 | $42,394 | +$14,769 | 2026-07-10 |
|---|
| Q2 2026 | PRIM
PRIMORIS SVCS CORP COM | United States | COM | 15,000 | 167,930 | +152,930 | $2,146 | $16,645 | +$14,499 | 2026-07-10 |
|---|
| Q2 2026 | IONS
IONIS PHARMACEUTICALS INC COM | United States | COM | 213,911 | 383,211 | +169,300 | $16,063 | $30,385 | +$14,322 | 2026-07-10 |
|---|
| Q2 2026 | GWW
WW GRAINGER INC COM | United States | COM | 15,031 | 22,328 | +7,297 | $16,396 | $30,375 | +$13,979 | 2026-07-10 |
|---|
| Q2 2026 | ALB
ALBEMARLE CORP COM | United States | COM | 528,802 | 602,617 | +73,815 | $94,936 | $81,371 | -$13,565 | 2026-07-10 |
|---|
| Q2 2026 | VSXY
VICTORIAS SECRET AND CO COMMON STOCK | United States | COM | 30,742 | 177,298 | +146,556 | $1,425 | $14,801 | +$13,376 | 2026-07-10 |
|---|
| Q2 2026 | HLT
HILTON WORLDWIDE HLDGS INC COM | United States | COM | 65,733 | 100,290 | +34,557 | $19,988 | $33,142 | +$13,154 | 2026-07-10 |
|---|
| Q2 2026 | BKNG
BOOKING HOLDINGS INC COM | United States | COM | 24,526 | 649,602 | +625,076 | $103,262 | $115,785 | +$12,523 | 2026-07-10 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | COM | 520,951 | 522,748 | +1,797 | $249,640 | $261,578 | +$11,938 | 2026-07-10 |
|---|
| Q2 2026 | MDB
MONGODB INC CL A | United States | COM | 128,095 | 128,301 | +206 | $31,354 | $43,096 | +$11,742 | 2026-07-10 |
|---|
| Q2 2026 | AXON
AXON ENTERPRISE INC COM | United States | COM | 65,537 | 69,798 | +4,261 | $27,833 | $39,129 | +$11,296 | 2026-07-10 |
|---|
| Q2 2026 | MWH
SOLV ENERGY INC COM SHS CL A | United States | COM | 1,099,439 | 1,299,329 | +199,890 | $33,016 | $44,242 | +$11,226 | 2026-07-10 |
|---|
| Q2 2026 | ICLR
ICON PUB LTD CO SHS | | COM | 12,739 | 71,817 | +59,078 | $1,410 | $12,475 | +$11,065 | 2026-07-10 |
|---|
| Q2 2026 | DG
DOLLAR GEN CORP COM | United States | COM | 183,318 | 281,206 | +97,888 | $21,765 | $32,370 | +$10,605 | 2026-07-10 |
|---|
| Q2 2026 | SPG
SIMON PPTY GROUP INC NEW COM | United States | COM | 156,373 | 177,714 | +21,341 | $29,168 | $39,746 | +$10,578 | 2026-07-10 |
|---|
| Q2 2026 | MPWR
MONOLITHIC PWR SYS INC COM | United States | COM | 31,433 | 32,416 | +983 | $34,367 | $44,811 | +$10,444 | 2026-07-10 |
|---|
| Q2 2026 | RPRX
ROYALTY PHARMA PLC SHS CLASS A | United States | COM | 435,267 | 557,028 | +121,761 | $20,880 | $31,233 | +$10,353 | 2026-07-10 |
|---|
| Q2 2026 | MCHP
MICROCHIP TECHNOLOGY INC. COM | United States | COM | 250,154 | 289,566 | +39,412 | $16,162 | $26,408 | +$10,246 | 2026-07-10 |
|---|
| Q2 2026 | NBIX
NEUROCRINE BIOSCIENCES INC COM | United States | COM | 187,867 | 205,871 | +18,004 | $24,750 | $34,696 | +$9,946 | 2026-07-10 |
|---|
| Q2 2026 | RMBS
RAMBUS INC DEL COM | United States | COM | 117,797 | 150,857 | +33,060 | $10,134 | $20,025 | +$9,891 | 2026-07-10 |
|---|
| Q2 2026 | ROST
ROSS STORES INC COM | United States | COM | 168,847 | 217,622 | +48,775 | $36,577 | $46,321 | +$9,744 | 2026-07-10 |
|---|
| Q2 2026 | APGE
APOGEE THERAPEUTICS INC COM | United States | COM | 21,100 | 86,300 | +65,200 | $1,776 | $11,455 | +$9,679 | 2026-07-10 |
|---|
| Q2 2026 | KO
COCA COLA CO COM | United States | COM | 1,598,784 | 1,614,283 | +15,499 | $121,588 | $131,193 | +$9,605 | 2026-07-10 |
|---|
| Q2 2026 | RKLB
ROCKET LAB CORP COM | United States | COM | 132,500 | 177,200 | +44,700 | $8,509 | $18,012 | +$9,503 | 2026-07-10 |
|---|
| Q2 2026 | WSM
WILLIAMS SONOMA INC COM | United States | COM | 135,220 | 146,185 | +10,965 | $24,655 | $34,076 | +$9,421 | 2026-07-10 |
|---|
| Q2 2026 | CME
CME GROUP INC COM | United States | COM | 128,794 | 129,709 | +915 | $38,039 | $28,644 | -$9,395 | 2026-07-10 |
|---|
| Q2 2026 | ELV
ELEVANCE HEALTH INC FORMERLY COM | United States | COM | 74,039 | 79,811 | +5,772 | $21,675 | $30,865 | +$9,190 | 2026-07-10 |
|---|
| Q2 2026 | INSM
INSMED INC COM PAR $.01 | United States | COM | 67,481 | 189,581 | +122,100 | $11,034 | $20,213 | +$9,179 | 2026-07-10 |
|---|
| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW COM | United States | COM | 368,534 | 372,947 | +4,413 | $26,704 | $35,848 | +$9,144 | 2026-07-10 |
|---|
| Q2 2026 | NTAP
NETAPP INC COM | United States | COM | 129,456 | 144,210 | +14,754 | $13,255 | $22,318 | +$9,063 | 2026-07-10 |
|---|
| Q2 2026 | CBRE
CBRE GROUP INC CL A | United States | COM | 63,537 | 131,177 | +67,640 | $8,607 | $17,668 | +$9,061 | 2026-07-10 |
|---|
| Q2 2026 | ESS
ESSEX PPTY TR INC COM | United States | COM | 41,169 | 63,326 | +22,157 | $9,963 | $18,465 | +$8,502 | 2026-07-10 |
|---|
| Q2 2026 | BNY
BANK OF NY MELLON CORP COM | United States | COM | 321,405 | 321,688 | +283 | $38,128 | $46,519 | +$8,391 | 2026-07-10 |
|---|
| Q2 2026 | IRM
IRON MTN INC DEL COM | United States | COM | 152,282 | 189,498 | +37,216 | $15,554 | $23,935 | +$8,381 | 2026-07-10 |
|---|
| Q2 2026 | PNC
PNC FINL SVCS GROUP INC COM | United States | COM | 141,245 | 152,665 | +11,420 | $29,392 | $37,589 | +$8,197 | 2026-07-10 |
|---|
| Q2 2026 | AXSM
AXSOME THERAPEUTICS INC. COM | United States | COM | 13,400 | 42,400 | +29,000 | $2,265 | $10,378 | +$8,113 | 2026-07-10 |
|---|
| Q2 2026 | AVB
AVALONBAY CMNTYS INC COM | United States | COM | 78,213 | 110,350 | +32,137 | $12,776 | $20,822 | +$8,046 | 2026-07-10 |
|---|
| Q2 2026 | KDP
KEURIG DR PEPPER INC COM | United States | COM | 583,860 | 714,051 | +130,191 | $15,373 | $23,371 | +$7,998 | 2026-07-10 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC COM | United States | COM | 1,526,359 | 1,620,964 | +94,605 | $76,623 | $68,632 | -$7,991 | 2026-07-10 |
|---|
| Q2 2026 | ZTS
ZOETIS INC CL A | United States | COM | 206,477 | 228,467 | +21,990 | $24,408 | $16,418 | -$7,990 | 2026-07-10 |
|---|
| Q2 2026 | A
AGILENT TECHNOLOGIES INC COM | United States | COM | 120,659 | 162,195 | +41,536 | $13,753 | $21,544 | +$7,791 | 2026-07-10 |
|---|
| Q2 2026 | PNFP
PINNACLE FINL PARTNERS INC COM | United States | COM | 185,281 | 235,281 | +50,000 | $15,960 | $23,735 | +$7,775 | 2026-07-10 |
|---|
| Q2 2026 | STT
STATE STR CORP COM | United States | COM | 89,481 | 111,637 | +22,156 | $11,325 | $18,934 | +$7,609 | 2026-07-10 |
|---|
| Q2 2026 | PDD
PDD HOLDINGS INC SPONSORED ADS | | COM | 380,279 | 415,029 | +34,750 | $38,857 | $31,658 | -$7,199 | 2026-07-10 |
|---|
| Q2 2026 | CB
CHUBB LIMITED COM | | COM | 116,945 | 132,315 | +15,370 | $38,116 | $45,085 | +$6,969 | 2026-07-10 |
|---|
| Q2 2026 | NRIX
NURIX THERAPEUTICS INC COM | United States | COM | 547,000 | 633,000 | +86,000 | $8,478 | $15,357 | +$6,879 | 2026-07-10 |
|---|
| Q2 2026 | CAH
CARDINAL HEALTH INC COM | United States | COM | 119,052 | 133,971 | +14,919 | $25,157 | $31,826 | +$6,669 | 2026-07-10 |
|---|
| Q2 2026 | PEP
PEPSICO INC COM | United States | COM | 531,919 | 562,298 | +30,379 | $82,602 | $76,135 | -$6,467 | 2026-07-10 |
|---|
| Q2 2026 | PLD
PROLOGIS INC. COM | United States | COM | 476,955 | 511,537 | +34,582 | $63,044 | $69,298 | +$6,254 | 2026-07-10 |
|---|
| Q2 2026 | PSA
PUBLIC STORAGE COM | United States | COM | 72,361 | 80,797 | +8,436 | $19,601 | $25,718 | +$6,117 | 2026-07-10 |
|---|
| Q2 2026 | CVNA
CARVANA CO CL A | United States | COM | 91,723 | 345,837 | +254,114 | $28,836 | $22,763 | -$6,073 | 2026-07-10 |
|---|
| Q2 2026 | DHR
DANAHER CORP DEL COM | United States | COM | 260,798 | 289,223 | +28,425 | $49,447 | $55,091 | +$5,644 | 2026-07-10 |
|---|