Advertisement
Screener

MontVue Capital Management, Inc. Historic Quarter Change: Foreign Stocks, New

MontVue Capital Management, Inc. historic quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, MontVue Capital Management, Inc. opened 3 positions, added to 1, reduced 0 and sold out of 2.

  • Q2 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 0.
  • Q4 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 0.
  • Q1 2024: Stock NVO; Country of operation —; Class ADR; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2008758), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS01,055+1,055$0$238,947+$238,9472025-07-16
Q4 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS01,055+1,055$0$208,352+$208,3522025-01-29
Q1 2024NVO
NOVO-NORDISK A S
ADR01,610+1,610$0$206,724+$206,7242024-05-03

Similar Firms

Firm NameCountry13F ValueHoldings
KOM Wealth Management Group, LLCUnited States$0.147B89
MOULTON WEALTH MANAGEMENT, INCUnited States$0.147B52
Tide Cove Capital Partners LLCUnited States$0.147B13
Slocum, Gordon & Co LLPUnited States$0.147B64
Sound Financial Strategies Group, LLCUnited States$0.147B111
WEALTHGARDEN F.S. LLCUnited States$0.147B165
Philadelphia Investment Partners, LLCUnited States$0.147B2,303
Broadview Financial Management, LLCUnited States$0.146B40
Income Insurance LtdSingapore$0.147B164
SpringVest Wealth Management LLCUnited States$0.146B67