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

Positano Wealth Management Ltd quarter change: USA Stocks, Unchanged

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).

  • HPE: Country of operation United States; Class COM; Shares 2026-03-31 180,389; Shares 2026-06-30 180,389.
  • AVGO: Country of operation United States; Class COM; Shares 2026-03-31 7,064; Shares 2026-06-30 7,064.
  • FISV: Country of operation United States; Class COM; Shares 2026-03-31 11,728; Shares 2026-06-30 11,728.
  • CIEN: Country of operation United States; Class COM NEW; Shares 2026-03-31 246; Shares 2026-06-30 246.

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
HPE
HEWLETT PACKARD ENTERPRISE C
United StatesCOM180,389180,3890$4,295,062$8,137,348+$3,842,286
AVGO
BROADCOM INC
United StatesCOM7,0647,0640$2,186,379$2,668,426+$482,047
FISV
FISERV INC
United StatesCOM11,72811,7280$654,422$575,258-$79,164
CIEN
CIENA CORP
United StatesCOM NEW2462460$95,505$120,678+$25,173
ADBE
ADOBE INC
United StatesCOM97970$23,579$19,887-$3,692
SPGI
S&P GLOBAL INC
United StatesCOM41410$17,439$16,698-$741

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