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RW Investment Management LLC Last Quarter Change: USA Stocks, Sold Out

RW Investment Management 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, RW Investment Management LLC opened 6 positions, added to 8, reduced 19, sold out of 2 and left 41 unchanged. The largest increase in value was MU (+$9,218,201); the largest decrease was COST (-$313,228).

  • AORT: Country of operation United States; Class COM; Shares 2026-03-31 7,318; Shares 2026-06-30 0.
  • WSR: Country of operation United States; Class COM; Shares 2026-03-31 10,500; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1631627): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-08-06). 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
AORT
ARTIVION INC
United StatesCOM7,3180-7,318$267,986$0-$267,986
WSR
WHITESTONE REIT
United StatesCOM10,5000-10,500$169,575$0-$169,575

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