Horizon Family Wealth, Inc. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Horizon Family Wealth, Inc. opened 2 positions, added to 27, reduced 10, sold out of 1 and left 1 unchanged. The largest increase in value was LRCX (+$737,849); the largest decrease was PEP (-$209,394).
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 747; Shares 2026-06-30 747.
Two Form 13F-HR filings compared (SEC CIK 1910660): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-11). 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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