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NRI Wealth Management LC Historic Quarter Change: USA Stocks, Added

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NRI Wealth Management LC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-12-31, NRI Wealth Management LC opened 8 positions, added to 77, reduced 15 and sold out of 9.

  • Q4 2025: Stock MU; Country of operation United States; Class COM; Shares before 25,800.
  • Q4 2025: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 25,668.
  • Q4 2025: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 43,543.
  • Q4 2025: Stock NFLX; Country of operation United States; Class COM; Shares before 2,738.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2027950), 7 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-01-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-06-30 to 2024-12-31, filed 2025-01-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-07). 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 2024-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025MU
MICRON TECHNOLOGY INC		United StatesCOM25,80026,285+485$4,316,836$7,502,069+$3,185,2332026-01-22
Q4 2025GOOG
ALPHABET INC		United StatesCAP STK CL C25,66825,932+264$6,251,492$8,137,307+$1,885,8152026-01-22
Q4 2025LRCX
LAM RESEARCH CORP		United StatesCOM NEW43,54343,911+368$5,830,395$7,516,630+$1,686,2352026-01-22
Q4 2025NFLX
NETFLIX INC		United StatesCOM2,73827,583+24,845$3,282,727$2,586,217-$696,5102026-01-22
Q4 2025AMZN
AMAZON COM INC		United StatesCOM29,00829,441+433$6,369,256$6,795,490+$426,2342026-01-22
Q4 2025META
META PLATFORMS INC		United StatesCL A7,4197,619+200$5,448,493$5,029,068-$419,4252026-01-22
Q4 2025GLD
SPDR GOLD TR		United StatesGOLD SHS5,7525,987+235$2,044,642$2,372,580+$327,9382026-01-22
Q4 2025MSFT
MICROSOFT CORP		United StatesCOM11,23711,464+227$5,820,029$5,544,340-$275,6892026-01-22
Q4 2025NVDA
NVIDIA CORPORATION		United StatesCOM101,127101,161+34$18,868,355$18,866,536-$1,8192026-01-22
Q3 2025NVDA
NVIDIA CORPORATION		United StatesCOM93,633101,127+7,494$14,793,145$18,868,355+$4,075,2102026-01-22
Q3 2025GOOG
ALPHABET INC		United StatesCAP STK CL C15,50025,668+10,168$2,749,470$6,251,492+$3,502,0222026-01-22
Q3 2025LRCX
LAM RESEARCH CORP		United StatesCOM NEW24,19143,543+19,352$2,354,730$5,830,395+$3,475,6652026-01-22
Q3 2025MU
MICRON TECHNOLOGY INC		United StatesCOM13,33925,800+12,461$1,644,085$4,316,836+$2,672,7512026-01-22
Q3 2025META
META PLATFORMS INC		United StatesCL A4,1697,419+3,250$3,076,733$5,448,493+$2,371,7602026-01-22
Q3 2025AAPL
APPLE INC		United StatesCOM34,59535,866+1,271$7,097,894$9,132,434+$2,034,5402026-01-22
Q3 2025MSFT
MICROSOFT CORP		United StatesCOM8,85811,237+2,379$4,405,834$5,820,029+$1,414,1952026-01-22
Q2 2025NVDA
NVIDIA CORPORATION		United StatesCOM92,27293,633+1,361$10,000,393$14,793,145+$4,792,7522025-07-18
Q2 2025MSFT
MICROSOFT CORP		United StatesCOM7,3058,858+1,553$2,742,303$4,405,834+$1,663,5312025-07-18
Q2 2025NFLX
NETFLIX INC		United StatesCOM3,7973,858+61$3,540,964$5,165,820+$1,624,8562025-07-18
Q2 2025AMZN
AMAZON COM INC		United StatesCOM28,49729,040+543$5,421,890$6,371,162+$949,2722025-07-18
Q2 2025META
META PLATFORMS INC		United StatesCL A3,9954,169+174$2,302,751$3,076,733+$773,9822025-07-18
Q2 2025LRCX
LAM RESEARCH CORP		United StatesCOM NEW23,31024,191+881$1,694,641$2,354,730+$660,0892025-07-18
Q2 2025MU
MICRON TECHNOLOGY INC		United StatesCOM12,71813,339+621$1,105,089$1,644,085+$538,9962025-07-18
Q2 2025AAPL
APPLE INC		United StatesCOM34,07934,595+516$7,570,065$7,097,894-$472,1712025-07-18
Q2 2025GOOG
ALPHABET INC		United StatesCAP STK CL C15,18715,500+313$2,372,625$2,749,470+$376,8452025-07-18
Q2 2025CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM48,32549,800+1,475$2,426,379$2,796,263+$369,8842025-07-18
Q2 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW10,94811,511+563$5,830,729$5,591,481-$239,2482025-07-18
Q2 2025MA
MASTERCARD INCORPORATED		United StatesCL A4,6924,806+114$2,571,520$2,700,963+$129,4432025-07-18
Q1 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW7,85710,948+3,091$3,561,604$5,830,729+$2,269,1252025-04-23
Q1 2025NVDA
NVIDIA CORPORATION		United StatesCOM90,90392,272+1,369$12,207,355$10,000,393-$2,206,9622025-04-23
Q1 2025META
META PLATFORMS INC		United StatesCL A1,0143,995+2,981$593,707$2,302,751+$1,709,0442025-04-23
Q1 2025AAPL
APPLE INC		United StatesCOM32,98134,079+1,098$8,259,002$7,570,065-$688,9372025-04-23
Q1 2025AMZN
AMAZON COM INC		United StatesCOM27,30428,497+1,193$5,990,139$5,421,890-$568,2492025-04-23
Q1 2025NFLX
NETFLIX INC		United StatesCOM3,5593,797+238$3,171,926$3,540,964+$369,0382025-04-23
Q1 2025MA
MASTERCARD INCORPORATED		United StatesCL A4,3384,692+354$2,284,260$2,571,520+$287,2602025-04-23
Q1 2025CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM44,81148,325+3,514$2,702,074$2,426,379-$275,6952025-04-23
Q1 2025GOOG
ALPHABET INC		United StatesCAP STK CL C13,85715,187+1,330$2,639,001$2,372,625-$266,3762025-04-23
Q1 2025MSFT
MICROSOFT CORP		United StatesCOM6,8167,305+489$2,873,102$2,742,303-$130,7992025-04-23
Q1 2025MU
MICRON TECHNOLOGY INC		United StatesCOM12,00212,718+716$1,010,049$1,105,089+$95,0402025-04-23
Q4 2024AAPL
APPLE INC		United StatesCOM30,42032,981+2,561$6,406,997$8,259,002+$1,852,0052025-01-03
Q4 2024NFLX
NETFLIX INC		United StatesCOM3,4383,559+121$2,320,237$3,171,926+$851,6892025-01-03
Q4 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW7,4667,857+391$3,037,169$3,561,604+$524,4352025-01-03
Q4 2024MA
MASTERCARD INCORPORATED		United StatesCL A4,0764,338+262$1,798,263$2,284,260+$485,9972025-01-03
Q4 2024MU
MICRON TECHNOLOGY INC		United StatesCOM11,16112,002+841$1,468,010$1,010,049-$457,9612025-01-03
Q4 2024MCD
MCDONALDS CORP		United StatesCOM5,9536,445+492$1,517,108$1,868,351+$351,2432025-01-03
Q4 2024GOOG
ALPHABET INC		United StatesCAP STK CL C13,24213,857+615$2,428,853$2,639,001+$210,1482025-01-03
Q4 2024META
META PLATFORMS INC		United StatesCL A9941,014+20$501,195$593,707+$92,5122025-01-03
Q4 2024HCA
HCA HEALTHCARE INC		United StatesCOM9,1859,648+463$2,950,984$2,895,835-$55,1492025-01-03
Q4 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A1,2401,260+20$225,866$238,518+$12,6522025-01-03
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM6,4066,816+410$2,862,993$2,873,102+$10,1092025-01-03
Q4 2024CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM43,15044,811+1,661$2,703,348$2,702,074-$1,2742025-01-03
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM9,32394,631+85,308$8,423,785$11,690,659+$3,266,8742024-08-07
Q2 2024AAPL
APPLE INC		United StatesCOM29,91230,420+508$5,129,242$6,406,997+$1,277,7552024-08-07
Q2 2024GOOG
ALPHABET INC		United StatesCAP STK CL C12,61113,242+631$1,920,151$2,428,853+$508,7022024-08-07
Q2 2024AMZN
AMAZON COM INC		United StatesCOM27,55227,804+252$4,969,830$5,373,123+$403,2932024-08-07
Q2 2024NFLX
NETFLIX INC		United StatesCOM3,2943,438+144$2,000,545$2,320,237+$319,6922024-08-07
Q2 2024MSFT
MICROSOFT CORP		United StatesCOM6,1296,406+277$2,578,415$2,862,993+$284,5782024-08-07
Q2 2024CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM84143,150+42,309$2,444,594$2,703,348+$258,7542024-08-07
Q2 2024MU
MICRON TECHNOLOGY INC		United StatesCOM10,71111,161+450$1,262,720$1,468,010+$205,2902024-08-07
Q2 2024TSLA
TESLA INC		United StatesCOM2,3262,683+357$408,888$530,912+$122,0242024-08-07
Q2 2024MCD
MCDONALDS CORP		United StatesCOM5,6645,953+289$1,596,988$1,517,108-$79,8802024-08-07
Q2 2024MA
MASTERCARD INCORPORATED		United StatesCL A3,8964,076+180$1,876,286$1,798,263-$78,0232024-08-07
Q2 2024META
META PLATFORMS INC		United StatesCL A946994+48$459,359$501,195+$41,8362024-08-07
Q2 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW7,1237,466+343$2,995,364$3,037,169+$41,8052024-08-07
Q2 2024HCA
HCA HEALTHCARE INC		United StatesCOM8,7399,185+446$2,914,719$2,950,984+$36,2652024-08-07
Q1 2024AMZN
AMAZON COM INC		United StatesCOM27,41527,552+137$4,165,435$4,969,830+$804,3952024-08-07
Q1 2024HCA
HCA HEALTHCARE INC		United StatesCOM8,6348,739+105$2,337,051$2,914,719+$577,6682024-08-07
Q1 2024AAPL
APPLE INC		United StatesCOM24,03729,912+5,875$4,627,756$5,129,242+$501,4862024-08-07
Q1 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW7,0407,123+83$2,510,886$2,995,364+$484,4782024-08-07
Q1 2024NFLX
NETFLIX INC		United StatesCOM3,2763,294+18$1,595,019$2,000,545+$405,5262024-08-07
Q1 2024MU
MICRON TECHNOLOGY INC		United StatesCOM10,56610,711+145$901,702$1,262,720+$361,0182024-08-07
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM6,1256,129+4$2,303,068$2,578,415+$275,3472024-08-07
Q1 2024MA
MASTERCARD INCORPORATED		United StatesCL A3,8613,896+35$1,646,826$1,876,286+$229,4602024-08-07
Q1 2024GOOG
ALPHABET INC		United StatesCAP STK CL C12,52512,611+86$1,765,148$1,920,151+$155,0032024-08-07
Q1 2024SBAC
SBA COMMUNICATIONS CORP NEW		United StatesCL A4,4484,551+103$1,128,520$986,109-$142,4112024-08-07
Q1 2024META
META PLATFORMS INC		United StatesCL A920946+26$325,643$459,359+$133,7162024-08-07
Q1 2024MCD
MCDONALDS CORP		United StatesCOM5,5335,664+131$1,640,590$1,596,988-$43,6022024-08-07

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