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Intesa Sanpaolo Wealth Management Last Quarter Change: USA Stocks, New

Intesa Sanpaolo Wealth Management quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Intesa Sanpaolo Wealth Management opened 31 positions, added to 92, reduced 43, sold out of 26 and left 57 unchanged. The largest increase in value was PHYS (+$14,649,044); the largest decrease was DIS (-$21,700,511).

  • ENPH: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 15,800.
  • APP: Country of operation United States; Class COM CL A; Shares 2026-03-31 0; Shares 2026-06-30 1,000.
  • SNDK: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 226.
  • LITE: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 236.

Two Form 13F-HR filings compared (SEC CIK 2110902): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-23). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
ENPH
ENPHASE ENERGY INC
United StatesCOM015,800+15,800$0$777,992+$777,992
APP
APPLOVIN CORP
United StatesCOM CL A01,000+1,000$0$515,230+$515,230
SNDK
SANDISK CORP
United StatesCOM0226+226$0$513,862+$513,862
LITE
LUMENTUM HLDGS INC
United StatesCOM0236+236$0$202,502+$202,502
ASTS
AST SPACEMOBILE INC
United StatesCOM CL A02,000+2,000$0$177,720+$177,720
OVV
OVINTIV INC
COM03,040+3,040$0$160,056+$160,056
RTX
RTX CORPORATION
United StatesCOM0812+812$0$154,060+$154,060
RY
ROYAL BK CDA
COM0728+728$0$150,451+$150,451
GEV
GE VERNOVA INC
United StatesCOM089+89$0$104,562+$104,562
PM
PHILIP MORRIS INTL INC
United StatesCOM0576+576$0$104,204+$104,204
CMBT
CMB.TECH NV
BelgiumSHS06,850+6,850$0$96,780+$96,780
ADM
ARCHER DANIELS MIDLAND CO
United StatesCOM01,239+1,239$0$94,659+$94,659
TD
TORONTO DOMINION BK ONT
COM NEW0675+675$0$81,965+$81,965
AGRO
ADECOAGRO S A
COM07,651+7,651$0$73,067+$73,067
BE
BLOOM ENERGY CORP
United StatesCOM CL A0221+221$0$66,896+$66,896
ADI
ANALOG DEVICES INC
United StatesCOM0163+163$0$64,738+$64,738
TXN
TEXAS INSTRS INC
United StatesCOM0216+216$0$64,383+$64,383
MCD
MCDONALDS CORP
United StatesCOM0208+208$0$56,224+$56,224
STX
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS053+53$0$51,145+$51,145
KEYS
KEYSIGHT TECHNOLOGIES INC
United StatesCOM0135+135$0$47,259+$47,259
INTU
INTUIT
United StatesCOM0160+160$0$41,760+$41,760
CRWV
COREWEAVE INC
United StatesCOM CL A0408+408$0$40,612+$40,612
VIAV
VIAVI SOLUTIONS INC
United StatesCOM0750+750$0$35,812+$35,812
GTX
GARRETT MOTION INC
COM0640+640$0$23,187+$23,187
NBIS
NEBIUS GROUP N.V.
SHS CLASS A073+73$0$20,160+$20,160
COHR
COHERENT CORP
United StatesCOM043+43$0$16,962+$16,962
EQT
EQT CORP
United StatesCOM0277+277$0$14,728+$14,728
CF
CF INDUSTRIES HOLD
United StatesCOM0130+130$0$14,073+$14,073
NTR
NUTRIEN LTD
COM0175+175$0$11,016+$11,016
ZM
ZOOM COMMUNICATIONS INC
United StatesCL A0100+100$0$8,631+$8,631
APLD
APPLIED DIGITAL CORP
United StatesCOM NEW0199+199$0$7,422+$7,422

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