Shah Wealth Advisors, LLC current holdings: Foreign Stocks
Shah Wealth Advisors, LLC reported $0.01 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 4 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are HDB, NVS, IBN.
- HDB: Country of operation —; Class ADR; Shares 351,228; Value $9,072,219.
- NVS: Country of operation —; Class ADR; Shares 4,346; Value $681,105.
- IBN: Country of operation —; Class ADR; Shares 11,381; Value $330,390.
- BP: Country of operation —; Class ADR; Shares 7,832; Value $289,377.
Form 13F-HR as filed (SEC CIK 2149018): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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