Nvest Wealth Strategies, Inc. Last Quarter Change: Foreign Stocks, Unchanged

Nvest Wealth Strategies, Inc. quarter change: Foreign Stocks, Unchanged

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Nvest Wealth Strategies, Inc. opened 0 positions, added to 0, reduced 2, sold out of 6 and left 17 unchanged. The largest increase in value was TSM (+$11,169); the largest decrease was BP (-$170,598).

TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 80; Shares 2026-06-30 80.
SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 15; Shares 2026-06-30 15.
WDS: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 34; Shares 2026-06-30 34.
E: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 13; Shares 2026-06-30 13.

Two Form 13F-HR filings compared (SEC CIK 2106942): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-10). 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.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
TSM TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	80	80	$27,037	$38,206	+$11,169
SHEL SHELL PLC	SPON ADS	15	15	$1,395	$1,164	-$231
WDS WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	34	34	$812	$657	-$155
E ENI SPA	SPONSORED ADR	13	13	$736	$610	-$126
HSBC HSBC HLDGS PLC	SPON ADR NEW	10	10	$825	$951	+$126
SAN BANCO SANTANDER SA	ADR	42	42	$474	$580	+$106
NVO NOVO-NORDISK A S	ADR	9	9	$331	$432	+$101
MUFG MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	31	31	$527	$617	+$90
BHP BHP BILLITON LIMITED	SPONSORED ADS	7	7	$510	$584	+$74
SMFG SUMITOMO MITSUI FIN GRP INC	SPONSORED ADR	17	17	$336	$401	+$65
BBVA BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	16	16	$347	$401	+$54
MFG MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	33	33	$263	$317	+$54
VALE VALE S A	SPONSORED ADS	59	59	$939	$888	-$51
HLN HALEON PLC	SPON ADS	60	60	$601	$560	-$41
RIO RIO TINTO PLC	SPONSORED ADR	14	14	$1,307	$1,330	+$23
BTI BRITISH AMERN TOB PLC	SPONSORED ADR	6	6	$351	$371	+$20
SONY SONY GROUP CORP	SPONSORED ADR	17	17	$352	$342	-$10

Similar Firms

Firm Name	Country	13F Value	Holdings
11.2 Capital Management, LLC	United States	$0.143B	1
GreatBanc Trust CO	United States	$0.143B	112
Settian Capital LP	United States	$0.143B	26
Ipsen Advisor Group LLC	United States	$0.143B	104
Cooper Capital Advisors LLC	United States	$0.143B	35
PRIMORIS WEALTH ADVISORS, LLC	United States	$0.143B	96
ENTRUST FINANCIAL LLC	United States	$0.143B	457
Petiole USA ltd	United States	$0.143B	32
Strong Retirement Solutions LLC	United States	$0.143B	86
Chatterton & Associates Inc.	United States	$0.143B	97