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VCI Wealth Management LLC Historic Quarter Change: USA Stocks, Sold Out

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VCI Wealth Management LLC 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, VCI Wealth Management LLC opened 185 positions, added to 297, reduced 149 and sold out of 170.

  • Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 22,784.
  • Q2 2026: Stock ROK; Country of operation United States; Class COM; Shares before 8,150.
  • Q2 2026: Stock MAR; Country of operation United States; Class CL A; Shares before 8,773.
  • Q2 2026: Stock ELV; Country of operation United States; Class COM; Shares before 9,157.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2009388), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XOMXXXX
EXXON MOBIL CORP		COM22,7840-22,784$3,865,489$0-$3,865,4892026-08-05
Q2 2026ROK
ROCKWELL AUTOMATION INC		United StatesCOM8,1500-8,150$2,924,881$0-$2,924,8812026-08-05
Q2 2026MAR
MARRIOTT INTL INC NEW		United StatesCL A8,7730-8,773$2,869,390$0-$2,869,3902026-08-05
Q2 2026ELV
ELEVANCE HEALTH INC FORMERLY		United StatesCOM9,1570-9,157$2,680,726$0-$2,680,7262026-08-05
Q2 2026PKG
PACKAGING CORP AMER		United StatesCOM9,1050-9,105$1,932,263$0-$1,932,2632026-08-05
Q2 2026WAB
WABTEC		United StatesCOM7,3320-7,332$1,832,340$0-$1,832,3402026-08-05
Q2 2026GRMN
GARMIN LTD		SHS7,6500-7,650$1,774,884$0-$1,774,8842026-08-05
Q2 2026PM
PHILIP MORRIS INTL INC		United StatesCOM10,1720-10,172$1,681,838$0-$1,681,8382026-08-05
Q2 2026CRM
SALESFORCE INC		United StatesCOM8,2570-8,257$1,541,334$0-$1,541,3342026-08-05
Q2 2026BSX
BOSTON SCIENTIFIC CORP		United StatesCOM24,2610-24,261$1,522,378$0-$1,522,3782026-08-05
Q2 2026TTWO
TAKE-TWO INTERACTIVE SOFTWAR		United StatesCOM7,3120-7,312$1,444,120$0-$1,444,1202026-08-05
Q2 2026IR
INGERSOLL RAND INC		United StatesCOM16,4390-16,439$1,317,093$0-$1,317,0932026-08-05
Q2 2026ORLY
OREILLY AUTOMOTIVE INC		United StatesCOM14,2290-14,229$1,313,479$0-$1,313,4792026-08-05
Q2 2026ZTS
ZOETIS INC		United StatesCL A11,0270-11,027$1,303,507$0-$1,303,5072026-08-05
Q2 2026KKR
KKR & CO INC		United StatesCOM12,4520-12,452$1,151,814$0-$1,151,8142026-08-05
Q2 2026BX
BLACKSTONE INC		United StatesCOM9,9140-9,914$1,140,027$0-$1,140,0272026-08-05
Q2 2026GLW
CORNING INC		United StatesCOM8,3240-8,324$1,131,814$0-$1,131,8142026-08-05
Q2 2026NDAQ
NASDAQ INC		United StatesCOM12,9400-12,940$1,098,480$0-$1,098,4802026-08-05
Q2 2026UBER
UBER TECHNOLOGIES INC		United StatesCOM14,2120-14,212$1,022,269$0-$1,022,2692026-08-05
Q2 2026SLB
SLB LIMITED		COM STK19,8330-19,833$1,019,218$0-$1,019,2182026-08-05
Q2 2026NEM
NEWMONT CORP		United StatesCOM9,3820-9,382$1,015,602$0-$1,015,6022026-08-05
Q2 2026DIS
DISNEY WALT CO		United StatesCOM9,7420-9,742$938,934$0-$938,9342026-08-05
Q2 2026BKR
BAKER HUGHES COMPANY		United StatesCL A14,6230-14,623$892,734$0-$892,7342026-08-05
Q2 2026CTSH
COGNIZANT TECHNOLOGY SOLUTIO		United StatesCL A14,5310-14,531$891,481$0-$891,4812026-08-05
Q2 2026UPS
UNITED PARCEL SVCS INC		United StatesCL B8,8040-8,804$866,150$0-$866,1502026-08-05
Q2 2026CVS
CVS HEALTH CORP		United StatesCOM12,0000-12,000$861,813$0-$861,8132026-08-05
Q2 2026DLTR
DOLLAR TREE INC		United StatesCOM7,8360-7,836$858,120$0-$858,1202026-08-05
Q2 2026MCHP
MICROCHIP TECHNOLOGY INC.		United StatesCOM12,9230-12,923$834,955$0-$834,9552026-08-05
Q2 2026FE
FIRSTENERGY CORP		United StatesCOM16,2900-16,290$825,261$0-$825,2612026-08-05
Q2 2026EBAY
EBAY INC.		United StatesCOM9,0360-9,036$822,494$0-$822,4942026-08-05
Q2 2026ON
ON SEMICONDUCTOR CORP		United StatesCOM12,8730-12,873$797,096$0-$797,0962026-08-05
Q2 2026TECH
BIO-TECHNE CORP		United StatesCOM14,5730-14,573$761,585$0-$761,5852026-08-05
Q2 2026TRMB
TRIMBLE INC		United StatesCOM11,2730-11,273$735,338$0-$735,3382026-08-05
Q2 2026KVUE
KENVUE INC		United StatesCOM39,6530-39,653$683,611$0-$683,6112026-08-05
Q2 2026EL
LAUDER ESTEE COS INC		United StatesCL A8,1090-8,109$581,983$0-$581,9832026-08-05
Q2 2026WBD
WARNER BROS DISCOVERY INC		United StatesCOM SER A18,7780-18,778$515,644$0-$515,6442026-08-05
Q2 2026HOOD
ROBINHOOD MKTS INC		United StatesCOM CL A7,3870-7,387$511,919$0-$511,9192026-08-05
Q2 2026GPN
GLOBAL PMTS INC		United StatesCOM6,8430-6,843$460,535$0-$460,5352026-08-05
Q2 2026MDLZ
MONDELEZ INTL INC		United StatesCL A7,9360-7,936$457,431$0-$457,4312026-08-05

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