Waypoint Wealth Partners Inc. Last Quarter Change: USA Stocks, Added

Waypoint Wealth Partners Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Waypoint Wealth Partners Inc. opened 6 positions, added to 8, reduced 8, sold out of 3 and left 14 unchanged. The largest increase in value was RBRK (+$11,639,802); the largest decrease was AMZN (-$1,044,511).

COST: Country of operation United States; Class COM; Shares 2025-03-31 1,446; Shares 2025-06-30 2,198.
MSFT: Country of operation United States; Class COM; Shares 2025-03-31 533; Shares 2025-06-30 1,441.
ORCL: Country of operation United States; Class COM; Shares 2025-03-31 3,774; Shares 2025-06-30 4,438.
LYFT: Country of operation United States; Class CL A COM; Shares 2025-03-31 22,736; Shares 2025-06-30 42,962.

Two Form 13F-HR filings compared (SEC CIK 1817306): 2025-03-31 (filed 2025-05-13) and 2025-06-30 (filed 2025-07-10). 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.

Stock	Country of operation	Class	Shares 2025-03-31	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
COST COSTCO WHSL CORP NEW	United States	COM	1,446	2,198	+752	$1,367,287	$2,176,103	+$808,816
MSFT MICROSOFT CORP	United States	COM	533	1,441	+908	$200,083	$716,768	+$516,685
ORCL ORACLE CORP	United States	COM	3,774	4,438	+664	$527,643	$970,280	+$442,637
LYFT LYFT INC	United States	CL A COM	22,736	42,962	+20,226	$269,877	$677,082	+$407,205
ABBV ABBVIE INC	United States	COM	1,396	2,388	+992	$292,490	$443,261	+$150,771
HD HOME DEPOT INC	United States	COM	731	975	+244	$267,729	$357,474	+$89,745
CVX CHEVRON CORP NEW	United States	COM	1,635	2,411	+776	$273,520	$345,232	+$71,712
XOMXXXX EXXON MOBIL CORP		COM	4,672	5,298	+626	$555,685	$571,164	+$15,479

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