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Kesler, Norman & Wride, LLC Historic Quarter Change: USA Stocks, New, 2025 Q4

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.

  • Q4 2025: Stock APP; Country of operation United States; Class COM CL A; Shares before 0.
  • Q4 2025: Stock BPOP; Country of operation United States; Class COM NEW; Shares before 0.
  • Q4 2025: Stock TJX; Country of operation United States; Class COM; Shares before 0.
  • Q4 2025: Stock L; 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
Q4 2025APP
APPLOVIN CORP
United StatesCOM CL A02,624+2,624$0$1,768,135+$1,768,1352026-02-10
Q4 2025BPOP
POPULAR INC
United StatesCOM NEW013,974+13,974$0$1,740,084+$1,740,0842026-02-10
Q4 2025TJX
TJX COS INC NEW
United StatesCOM07,973+7,973$0$1,224,862+$1,224,8622026-02-10
Q4 2025L
LOEWS CORP
United StatesCOM011,400+11,400$0$1,200,505+$1,200,5052026-02-10
Q4 2025YELP
YELP INC
United StatesCL A038,525+38,525$0$1,170,757+$1,170,7572026-02-10
Q4 2025VRSN
VERISIGN INC
United StatesCOM04,267+4,267$0$1,036,565+$1,036,5652026-02-10
Q4 2025CAH
CARDINAL HEALTH INC
United StatesCOM04,902+4,902$0$1,007,400+$1,007,4002026-02-10
Q4 2025DASH
DOORDASH INC
United StatesCL A04,303+4,303$0$974,446+$974,4462026-02-10
Q4 2025AM
ANTERO MIDSTREAM CORP
United StatesCOM052,780+52,780$0$938,963+$938,9632026-02-10
Q4 2025MNST
MONSTER BEVERAGE CORP NEW
United StatesCOM012,167+12,167$0$932,844+$932,8442026-02-10
Q4 2025HIG
HARTFORD INSURANCE GROUP INC
United StatesCOM06,386+6,386$0$879,985+$879,9852026-02-10
Q4 2025EBAY
EBAY INC.
United StatesCOM09,681+9,681$0$843,151+$843,1512026-02-10
Q4 2025NEU
NEWMARKET CORP
United StatesCOM01,208+1,208$0$830,259+$830,2592026-02-10
Q4 2025LRCX
LAM RESEARCH CORP
United StatesCOM NEW04,845+4,845$0$829,377+$829,3772026-02-10
Q4 2025MPC
MARATHON PETE CORP
United StatesCOM04,815+4,815$0$782,946+$782,9462026-02-10
Q4 2025TDY
TELEDYNE TECHNOLOGIES INC
United StatesCOM01,494+1,494$0$762,924+$762,9242026-02-10
Q4 2025P
PURE STORAGE INC
United StatesCL A09,923+9,923$0$664,898+$664,8982026-02-10
Q4 2025SCHW
SCHWAB CHARLES CORP
United StatesCOM06,179+6,179$0$617,351+$617,3512026-02-10
Q4 2025QCOM
QUALCOMM INC
United StatesCOM03,326+3,326$0$568,894+$568,8942026-02-10
Q4 2025BA
BOEING CO
United StatesCOM02,557+2,557$0$555,266+$555,2662026-02-10
Q4 2025SO
SOUTHERN CO
United StatesCOM05,811+5,811$0$506,694+$506,6942026-02-10
Q4 2025APO
APOLLO GLOBAL MGMT INC
United StatesCOM03,239+3,239$0$468,879+$468,8792026-02-10
Q4 2025WDC
WESTERN DIGITAL CORP
United StatesCOM02,661+2,661$0$458,450+$458,4502026-02-10
Q4 2025CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM01,445+1,445$0$451,562+$451,5622026-02-10
Q4 2025HWM
HOWMET AEROSPACE INC
United StatesCOM01,917+1,917$0$392,991+$392,9912026-02-10
Q4 2025TPR
TAPESTRY INC
United StatesCOM02,965+2,965$0$378,805+$378,8052026-02-10
Q4 2025HOOD
ROBINHOOD MKTS INC
United StatesCOM CL A02,734+2,734$0$309,209+$309,2092026-02-10
Q4 2025AXON
AXON ENTERPRISE INC
United StatesCOM0531+531$0$301,333+$301,3332026-02-10
Q4 2025EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM06,309+6,309$0$202,267+$202,2672026-02-10

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