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Kesler, Norman & Wride, LLC Historic Quarter Change: USA Stocks, New, 2025 Q3

Kesler, Norman & Wride, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Kesler, Norman & Wride, LLC opened 208 positions, added to 644, reduced 725 and sold out of 121.

  • Q3 2025: Stock TTD; Country of operation United States; Class COM CL A; Shares before 0.
  • Q3 2025: Stock PANW; Country of operation United States; Class COM; Shares before 0.
  • Q3 2025: Stock GS; Country of operation United States; Class COM; Shares before 0.
  • Q3 2025: Stock PIPRXXXX; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1840455), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025TTD
THE TRADE DESK INC
United StatesCOM CL A010,650+10,650$0$1,252,150+$1,252,1502025-10-24
Q3 2025PANW
PALO ALTO NETWORKS INC
United StatesCOM05,273+5,273$0$959,550+$959,5502025-10-24
Q3 2025GS
GOLDMAN SACHS GROUP INC
United StatesCOM01,446+1,446$0$828,203+$828,2032025-10-24
Q3 2025PIPRXXXX
PIPER SANDLER COMPANIES
United StatesCOM02,509+2,509$0$752,980+$752,9802025-10-24
Q3 2025MTX
MINERALS TECHNOLOGIES INC
United StatesCOM09,254+9,254$0$705,336+$705,3362025-10-24
Q3 2025TPH
TRI POINTE HOMES INC
United StatesCOM017,088+17,088$0$619,735+$619,7352025-10-24
Q3 2025CI
THE CIGNA GROUP
United StatesCOM02,033+2,033$0$561,685+$561,6852025-10-24
Q3 2025UBER
UBER TECHNOLOGIES INC
United StatesCOM08,985+8,985$0$541,994+$541,9942025-10-24
Q3 2025SEM
SELECT MED HLDGS CORP
United StatesCOM024,233+24,233$0$456,799+$456,7992025-10-24
Q3 2025TEL
TE CONNECTIVITY PLC
ORD SHS02,870+2,870$0$410,324+$410,3242025-10-24
Q3 2025SCCO
SOUTHERN COPPER CORP
United StatesCOM04,186+4,186$0$381,602+$381,6022025-10-24
Q3 2025TDG
TRANSDIGM GROUP INC
United StatesCOM0296+296$0$375,348+$375,3482025-10-24
Q3 2025CON
CONCENTRA GROUP HOLDINGS PAR
United StatesCOMMON STOCK017,868+17,868$0$353,421+$353,4212025-10-24
Q3 2025REGN
REGENERON PHARMACEUTICALS
United StatesCOM0443+443$0$315,607+$315,6072025-10-24
Q3 2025SNPS
SYNOPSYS INC
United StatesCOM0650+650$0$315,484+$315,4842025-10-24
Q3 2025CMG
CHIPOTLE MEXICAN GRILL INC
United StatesCOM04,533+4,533$0$273,340+$273,3402025-10-24
Q3 2025MU
MICRON TECHNOLOGY INC
United StatesCOM03,231+3,231$0$271,921+$271,9212025-10-24
Q3 2025VNT
VONTIER CORPORATION
United StatesCOM07,373+7,373$0$268,893+$268,8932025-10-24
Q3 2025NKE
NIKE INC
United StatesCL B03,114+3,114$0$235,624+$235,6242025-10-24
Q3 2025VRTX
VERTEX PHARMACEUTICALS INC
United StatesCOM0538+538$0$216,653+$216,6532025-10-24
Q3 2025INTU
INTUIT
United StatesCOM0326+326$0$204,826+$204,8262025-10-24

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