Sterling Investment Advisors, Ltd. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sterling Investment Advisors, Ltd. opened 281 positions, added to 267, reduced 344 and sold out of 248.
- Q2 2026: Stock ZS; Country of operation United States; Class COM; Shares before 11,900.
- Q2 2026: Stock GILD; Country of operation United States; Class COM; Shares before 1,657.
- Q2 2026: Stock ZTS; Country of operation United States; Class COM; Shares before 1,800.
- Q2 2026: Stock SBET; Country of operation United States; Class COM; Shares before 24,500.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1701132), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
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