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Positano Wealth Management Ltd Last Quarter Change: USA Stocks, Reduced

Positano Wealth Management Ltd quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Positano Wealth Management Ltd opened 1 positions, added to 12, reduced 3, sold out of 0 and left 6 unchanged. The largest increase in value was MU (+$19,000,142); the largest decrease was MAR (-$2,241,116).

  • MAR: Country of operation United States; Class CL A; Shares 2026-03-31 31,333; Shares 2026-06-30 21,606.
  • AAPL: Country of operation United States; Class COM; Shares 2026-03-31 4,943; Shares 2026-06-30 80.
  • QCOM: Country of operation United States; Class COM; Shares 2026-03-31 33,926; Shares 2026-06-30 17,031.

Two Form 13F-HR filings compared (SEC CIK 2137428): 2026-03-31 (filed 2026-06-08) and 2026-06-30 (filed 2026-07-20). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
MAR
MARRIOTT INTL INC NEW
United StatesCL A31,33321,606-9,727$10,248,084$8,006,968-$2,241,116
AAPL
APPLE INC
United StatesCOM4,94380-4,863$1,254,484$23,149-$1,231,335
QCOM
QUALCOMM INC
United StatesCOM33,92617,031-16,895$4,368,990$3,147,158-$1,221,832

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