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Three Bridge Wealth Advisors, LLC Historic Quarter Change: USA Stocks, New

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Three Bridge Wealth Advisors, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Three Bridge Wealth Advisors, LLC opened 54 positions, added to 143, reduced 182 and sold out of 61.

  • Q2 2026: Stock XYZ; Country of operation United States; Class CL A; Shares before 0.
  • Q2 2026: Stock ERAS; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ISRG; Country of operation United States; Class COM NEW; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950962), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XYZ
BLOCK INC		United StatesCL A08,266+8,266$0$628,216+$628,2162026-07-27
Q2 2026ERAS
ERASCA INC		United StatesCOM014,000+14,000$0$256,480+$256,4802026-07-27
Q2 2026CSCO
CISCO SYS INC		United StatesCOM01,959+1,959$0$230,085+$230,0852026-07-27
Q2 2026ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0568+568$0$225,882+$225,8822026-07-27
Q2 2026TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0405+405$0$203,241+$203,2412026-07-27
Q3 2025ACRS
ACLARIS THERAPEUTICS INC		United StatesCOM0714,823+714,823$0$1,358,164+$1,358,1642025-10-21
Q3 2025RBRK
RUBRIK INC.		United StatesCL A04,464+4,464$0$367,164+$367,1642025-10-21
Q3 2025HONZZZZ
HONEYWELL INTL INC		COM0968+968$0$203,764+$203,7642025-10-21
Q2 2025AVGO
BROADCOM INC		United StatesCOM03,667+3,667$0$1,010,809+$1,010,8092025-07-22
Q2 2025TSLA
TESLA INC		United StatesCOM02,453+2,453$0$779,220+$779,2202025-07-22
Q2 2025NOW
SERVICENOW INC		United StatesCOM0496+496$0$509,928+$509,9282025-07-22
Q2 2025NFLX
NETFLIX INC		United StatesCOM0376+376$0$503,513+$503,5132025-07-22
Q2 2025ABBV
ABBVIE INC		United StatesCOM02,668+2,668$0$495,234+$495,2342025-07-22
Q2 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0892+892$0$484,722+$484,7222025-07-22
Q2 2025LIN
LINDE PLC		United KingdomSHS0874+874$0$410,063+$410,0632025-07-22
Q2 2025XOMXXXX
EXXON MOBIL CORP		COM03,748+3,748$0$404,034+$404,0342025-07-22
Q2 2025BKNG
BOOKING HOLDINGS INC		United StatesCOM068+68$0$393,668+$393,6682025-07-22
Q2 2025CTAS
CINTAS CORP		United StatesCOM01,732+1,732$0$386,011+$386,0112025-07-22
Q2 2025WFC
WELLS FARGO CO NEW		United StatesCOM04,538+4,538$0$363,585+$363,5852025-07-22
Q2 2025UBER
UBER TECHNOLOGIES INC		United StatesCOM03,701+3,701$0$345,303+$345,3032025-07-22
Q2 2025ICE
INTERCONTINENTAL EXCHANGE IN		United StatesCOM01,875+1,875$0$344,006+$344,0062025-07-22
Q2 2025DASH
DOORDASH INC		United StatesCL A01,344+1,344$0$331,309+$331,3092025-07-22
Q2 2025CRM
SALESFORCE INC		United StatesCOM01,178+1,178$0$321,483+$321,4832025-07-22
Q2 2025PH
PARKER-HANNIFIN CORP		United StatesCOM0452+452$0$315,708+$315,7082025-07-22
Q2 2025TJX
TJX COS INC NEW		United StatesCOM02,476+2,476$0$305,761+$305,7612025-07-22
Q2 2025PWR
QUANTA SVCS INC		United StatesCOM0772+772$0$291,878+$291,8782025-07-22
Q2 2025ADI
ANALOG DEVICES INC		United StatesCOM01,219+1,219$0$290,146+$290,1462025-07-22
Q2 2025CB
CHUBB LIMITED		COM0991+991$0$287,113+$287,1132025-07-22
Q2 2025MDLZ
MONDELEZ INTL INC		United StatesCL A04,082+4,082$0$277,209+$277,2092025-07-22
Q2 2025CSCO
CISCO SYS INC		United StatesCOM03,918+3,918$0$271,819+$271,8192025-07-22
Q2 2025PGR
PROGRESSIVE CORP		United StatesCOM01,001+1,001$0$267,127+$267,1272025-07-22
Q2 2025MA
MASTERCARD INCORPORATED		United StatesCL A0469+469$0$263,550+$263,5502025-07-22
Q2 2025ABT
ABBOTT LABS		United StatesCOM01,937+1,937$0$263,451+$263,4512025-07-22
Q2 2025MS
MORGAN STANLEY		United StatesCOM NEW01,827+1,827$0$257,351+$257,3512025-07-22
Q2 2025MCK
MCKESSON CORP		United StatesCOM0341+341$0$249,878+$249,8782025-07-22
Q2 2025CTVA
CORTEVA INC		United StatesCOM03,301+3,301$0$246,024+$246,0242025-07-22
Q2 2025IDXX
IDEXX LABS INC		United StatesCOM0454+454$0$243,498+$243,4982025-07-22
Q2 2025ETN
EATON CORP PLC		SHS0670+670$0$239,183+$239,1832025-07-22
Q2 2025DHR
DANAHER CORPORATION		United StatesCOM01,202+1,202$0$237,828+$237,8282025-07-22
Q2 2025COF
CAPITAL ONE FINL CORP		United StatesCOM01,112+1,112$0$236,589+$236,5892025-07-22
Q2 2025EQIX
EQUINIX INC		United StatesCOM0289+289$0$229,891+$229,8912025-07-22
Q2 2025ANET
ARISTA NETWORKS INC		United StatesCOM SHS02,192+2,192$0$224,264+$224,2642025-07-22
Q2 2025AXP
AMERICAN EXPRESS CO		United StatesCOM0676+676$0$215,630+$215,6302025-07-22
Q2 2025KKR
KKR & CO INC		United StatesCOM01,577+1,577$0$209,788+$209,7882025-07-22
Q4 2024ASML
ASML HOLDING N V		N Y REGISTRY SHS01,003+1,003$0$695,159+$695,1592025-01-29
Q4 2024LLY
ELI LILLY & CO		United StatesCOM0603+603$0$465,516+$465,5162025-01-29
Q4 2024IMNM
IMMUNOME INC		United StatesCOM027,615+27,615$0$293,271+$293,2712025-01-29
Q4 2024AMZN
AMAZON COM INC		United StatesCOM01,280+1,280$0$280,819+$280,8192025-01-29
Q4 2024TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0525+525$0$273,326+$273,3262025-01-29
Q4 2024SCHW
SCHWAB CHARLES CORP		United StatesCOM02,919+2,919$0$215,998+$215,9982025-01-29
Q4 2024CRM
SALESFORCE INC		United StatesCOM0611+611$0$204,520+$204,5202025-01-29
Q4 2024CRVS
CORVUS PHARMACEUTICALS INC		United StatesCOM022,371+22,371$0$119,685+$119,6852025-01-29
Q1 2024CART
MAPLEBEAR INC		United StatesCOM0105,041+105,041$0$3,916,979+$3,916,9792024-05-14
Q1 2024RBLX
ROBLOX CORP		United StatesCL A086,290+86,290$0$3,294,552+$3,294,5522024-05-14

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