Positano Wealth Management Ltd historic quarter change: USA Stocks, Reduced
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 MAR; Country of operation United States; Class CL A; Shares before 31,333.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 4,943.
- Q2 2026: Stock QCOM; Country of operation United States; Class COM; Shares before 33,926.
- Q1 2026: Stock ADBE; Country of operation United States; Class COM; Shares before 14,498.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 31,333 | 21,606 | -9,727 | $10,248,084 | $8,006,968 | -$2,241,116 | 2026-07-20 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 4,943 | 80 | -4,863 | $1,254,484 | $23,149 | -$1,231,335 | 2026-07-20 |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 33,926 | 17,031 | -16,895 | $4,368,990 | $3,147,158 | -$1,221,832 | 2026-07-20 |
|---|
| Q1 2026 | ADBE
ADOBE INC | United States | COM | 14,498 | 97 | -14,401 | $5,074,155 | $23,579 | -$5,050,576 | 2026-06-08 |
|---|
| Q1 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 82,129 | 73,646 | -8,483 | $25,706,377 | $21,177,644 | -$4,528,733 | 2026-06-08 |
|---|
| Q1 2026 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 38,744 | 31,333 | -7,411 | $12,019,939 | $10,248,084 | -$1,771,855 | 2026-06-08 |
|---|
| Q1 2026 | QCOM
QUALCOMM INC | United States | COM | 34,349 | 33,926 | -423 | $5,875,396 | $4,368,990 | -$1,506,406 | 2026-06-08 |
|---|
| Q1 2026 | AAPL
APPLE INC | United States | COM | 7,194 | 4,943 | -2,251 | $1,955,761 | $1,254,484 | -$701,277 | 2026-06-08 |
|---|
| Q1 2026 | FISV
FISERV INC | United States | COM | 12,070 | 11,728 | -342 | $810,742 | $654,422 | -$156,320 | 2026-06-08 |
|---|
| Q1 2026 | CB
CHUBB LTD SWITZ | | COM | 42,410 | 40,864 | -1,546 | $13,237,009 | $13,318,804 | +$81,795 | 2026-06-08 |
|---|
| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 678 | 659 | -19 | $447,541 | $377,034 | -$70,507 | 2026-06-08 |
|---|
| Q1 2026 | CIEN
CIENA CORP | United States | COM NEW | 260 | 246 | -14 | $60,806 | $95,505 | +$34,699 | 2026-06-08 |
|---|
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