Roehl & Yi Investment Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Roehl & Yi Investment Advisors, LLC opened 10 positions, added to 50, reduced 59, sold out of 9 and left 5 unchanged. The largest increase in value was WDC (+$2,664,987); the largest decrease was NVDA (-$1,968,511).
- UPS: Country of operation United States; Class CL B; Shares 2026-03-31 6,643; Shares 2026-06-30 0.
- ZTS: Country of operation United States; Class CL A; Shares 2026-03-31 3,042; Shares 2026-06-30 0.
- ACN: Country of operation —; Class SHS CLASS A; Shares 2026-03-31 5,649; Shares 2026-06-30 0.
- TMUS: Country of operation United States; Class COM; Shares 2026-03-31 1,458; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2097566): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). 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.
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