Advertisement
Screener

Positano Wealth Management Ltd Historic Quarter Change: USA Stocks, Added

Add as a preferred source on Google

Positano Wealth Management Ltd historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Positano Wealth Management Ltd opened 4 positions, added to 20, reduced 12 and sold out of 0.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 22,733.
  • Q2 2026: Stock CB; Country of operation —; Class COM; Shares before 40,864.
  • Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 73,646.
  • Q2 2026: Stock V; Country of operation United States; Class COM CL A; Shares before 48,901.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2137428), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-08). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM22,73323,114+381$7,680,117$26,680,259+$19,000,1422026-07-20
Q2 2026CB
CHUBB LTD SWITZ		COM40,86456,689+15,825$13,318,804$19,316,210+$5,997,4062026-07-20
Q2 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A73,64675,168+1,522$21,177,644$26,862,788+$5,685,1442026-07-20
Q2 2026V
VISA INC		United StatesCOM CL A48,90157,425+8,524$14,779,838$19,701,943+$4,922,1052026-07-20
Q2 2026NVDA
NVIDIA CORPORATION		United StatesCOM121,352128,783+7,431$21,163,789$25,768,190+$4,604,4012026-07-20
Q2 2026MSFT
MICROSOFT CORP		United StatesCOM44,60155,310+10,709$16,509,952$20,631,736+$4,121,7842026-07-20
Q2 2026MKL
MARKEL GROUP INC		United StatesCOM13899+886$24,883$1,755,756+$1,730,8732026-07-20
Q2 2026CRM
SALESFORCE INC		United StatesCOM42,14654,462+12,316$7,867,394$8,532,017+$664,6232026-07-20
Q2 2026UBER
UBER TECHNOLOGIES INC		United StatesCOM10,63016,000+5,370$764,616$1,154,560+$389,9442026-07-20
Q2 2026AJG
GALLAGHER ARTHUR J & CO		United StatesCOM64957+893$13,861$219,698+$205,8372026-07-20
Q2 2026INTU
INTUIT		United StatesCOM1,7293,285+1,556$747,585$857,385+$109,8002026-07-20
Q2 2026META
META PLATFORMS INC		United StatesCL A659698+39$377,034$393,176+$16,1422026-07-20
Q1 2026MSFT
MICROSOFT CORP		United StatesCOM20,05144,601+24,550$9,697,065$16,509,952+$6,812,8872026-06-08
Q1 2026CRM
SALESFORCE INC		United StatesCOM12,60042,146+29,546$3,337,866$7,867,394+$4,529,5282026-06-08
Q1 2026MU
MICRON TECHNOLOGY INC		United StatesCOM14,69222,733+8,041$4,193,244$7,680,117+$3,486,8732026-06-08
Q1 2026NVDA
NVIDIA CORPORATION		United StatesCOM100,692121,352+20,660$18,779,058$21,163,789+$2,384,7312026-06-08
Q1 2026V
VISA INC		United StatesCOM CL A39,01848,901+9,883$13,684,003$14,779,838+$1,095,8352026-06-08
Q1 2026HPE
HEWLETT PACKARD ENTERPRISE C		United StatesCOM157,614180,389+22,775$3,785,888$4,295,062+$509,1742026-06-08
Q1 2026SPGI
S&P GLOBAL INC		United StatesCOM1141+30$5,748$17,439+$11,6912026-06-08
Q1 2026MKL
MARKEL GROUP INC		United StatesCOM913+4$19,347$24,883+$5,5362026-06-08

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet
Advertisement