United Asset Strategies, Inc. quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, United Asset Strategies, Inc. opened 0 positions, added to 0, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was TSM (+$174,105); the largest decrease was BP (-$80,097).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 1,281; Shares 2026-06-30 1,271.
- BP: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 7,051; Shares 2026-06-30 6,801.
Two Form 13F-HR filings compared (SEC CIK 1539948): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-13). 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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