Westside Investment Management, Inc. historic quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Westside Investment Management, Inc. opened 503 positions, added to 225, reduced 76 and sold out of 255.
- Q2 2026: Stock STX; Country of operation —; Class COM; Shares before 3,240.
- Q2 2026: Stock MDT; Country of operation Ireland; Class COM; Shares before 15,282.
- Q2 2026: Stock ASML; Country of operation —; Class COM; Shares before 846.
- Q2 2026: Stock LIN; Country of operation United Kingdom; Class COM; Shares before 312.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1538383), 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 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-20); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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 2017-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | STX
SEAGATE TECHNOLOGY | | COM | 3,240 | 3,050 | -190 | $1,274,566 | $2,943,250 | +$1,668,684 | 2026-07-27 |
|---|
| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | COM | 15,282 | 6,106 | -9,176 | $1,324,179 | $477,674 | -$846,505 | 2026-07-27 |
|---|
| Q2 2026 | ASML
ASML HOLDING | | COM | 846 | 843 | -3 | $1,117,422 | $1,677,100 | +$559,678 | 2026-07-27 |
|---|
| Q2 2026 | LIN
LINDE PLC | United Kingdom | COM | 312 | 4 | -308 | $156,783 | $2,076 | -$154,707 | 2026-07-27 |
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| Q2 2026 | ETN
EATON CORP | | COM | 526 | 180 | -346 | $189,320 | $76,702 | -$112,618 | 2026-07-27 |
|---|
| Q2 2026 | AZN
ASTRAZENECA PLC | | COM | 779 | 325 | -454 | $156,481 | $61,627 | -$94,854 | 2026-07-27 |
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| Q2 2026 | CB
CHUBB LTD | | COM | 285 | 3 | -282 | $93,567 | $1,022 | -$92,545 | 2026-07-27 |
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| Q2 2026 | TTE
TOTALENERGIES SE | | COM | 1,398 | 800 | -598 | $128,033 | $62,208 | -$65,825 | 2026-07-27 |
|---|
| Q2 2026 | JCI
JOHNSON CONTROLS | | COM | 542 | 60 | -482 | $71,948 | $8,767 | -$63,181 | 2026-07-27 |
|---|
| Q2 2026 | SPOT
SPOTIFY TECHNOLOGY | | COM | 204 | 95 | -109 | $99,458 | $43,618 | -$55,840 | 2026-07-27 |
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| Q2 2026 | ACN
ACCENTURE PLC | | COM | 275 | 5 | -270 | $55,332 | $622 | -$54,710 | 2026-07-27 |
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| Q2 2026 | NCLH
NORWEGIAN CRUISE | United States | COM | 2,004 | 200 | -1,804 | $37,889 | $4,222 | -$33,667 | 2026-07-27 |
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| Q2 2026 | NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | | ADR | 1,846 | 900 | -946 | $68,265 | $43,146 | -$25,119 | 2026-07-27 |
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| Q2 2026 | GRMN
GARMIN LTD | | COM | 2,150 | 2,000 | -150 | $499,667 | $475,080 | -$24,587 | 2026-07-27 |
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| Q2 2026 | AON
AON PLC | Ireland | COM | 72 | 2 | -70 | $23,265 | $663 | -$22,602 | 2026-07-27 |
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| Q2 2026 | RIG
TRANSOCEAN LTD | | COM | 4,014 | 910 | -3,104 | $26,488 | $4,450 | -$22,038 | 2026-07-27 |
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| Q2 2026 | NVO
NOVO NORDISK | | COM | 2,584 | 2,384 | -200 | $94,972 | $114,302 | +$19,330 | 2026-07-27 |
|---|
| Q2 2026 | NU
NU HOLDINGS | | COM | 1,300 | 138 | -1,162 | $18,425 | $1,844 | -$16,581 | 2026-07-27 |
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| Q2 2026 | CRSP
CRISPR THERAPEUTICS | | COM | 6,240 | 5,180 | -1,060 | $298,700 | $282,517 | -$16,183 | 2026-07-27 |
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| Q2 2026 | CRH
CRH PLC | | COM | 88 | 12 | -76 | $9,212 | $1,284 | -$7,928 | 2026-07-27 |
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| Q2 2026 | RCL
ROYAL CARIBBEAN | United States | COM | 156 | 118 | -38 | $42,886 | $37,497 | -$5,389 | 2026-07-27 |
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| Q2 2026 | TMICY
TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | | ADR | 280 | 140 | -140 | $9,352 | $5,244 | -$4,108 | 2026-07-27 |
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| Q2 2026 | CGC
CANOPY GROWTH | | COM | 90 | 60 | -30 | $85 | $57 | -$28 | 2026-07-27 |
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| Q1 2026 | SHOP
SHOPIFY INC | | COM | 28,625 | 28,575 | -50 | $4,607,770 | $3,389,568 | -$1,218,202 | 2026-05-04 |
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| Q1 2026 | MDT
MEDTRONIC PLC | Ireland | COM | 17,784 | 15,282 | -2,502 | $1,708,336 | $1,324,179 | -$384,157 | 2026-05-04 |
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| Q1 2026 | ASML
ASML HOLDING | | COM | 945 | 846 | -99 | $1,011,019 | $1,117,422 | +$106,403 | 2026-05-04 |
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| Q1 2026 | TCEHY
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | | ADR | 2,196 | 1,698 | -498 | $176,887 | $105,734 | -$71,153 | 2026-05-04 |
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| Q1 2026 | ATEYY
ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | Japan | ADR | 1,276 | 800 | -476 | $165,254 | $108,512 | -$56,742 | 2026-05-04 |
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| Q1 2026 | NVO
NOVO NORDISK | | COM | 2,784 | 2,584 | -200 | $141,663 | $94,972 | -$46,691 | 2026-05-04 |
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| Q1 2026 | TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD COM | | ADR | 1,256 | 1,209 | -47 | $401,430 | $409,899 | +$8,469 | 2026-05-04 |
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| Q1 2026 | MICC
THE MAGNUM ICE CREAM C F | Netherlands | COM | 224 | 64 | -160 | $3,550 | $915 | -$2,635 | 2026-05-04 |
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| Q1 2026 | SFGYY
SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD COM | United States | ADR | 572 | 286 | -286 | $2,985 | $1,307 | -$1,678 | 2026-05-04 |
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| Q4 2025 | SHOP
SHOPIFY INC | | COM | 29,985 | 28,625 | -1,360 | $4,456,072 | $4,607,770 | +$151,698 | 2026-01-23 |
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| Q4 2025 | ASML
ASML HOLDING | | COM | 953 | 945 | -8 | $922,592 | $1,011,019 | +$88,427 | 2026-01-23 |
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| Q4 2025 | TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | | ADR | 1,324 | 1,256 | -68 | $381,934 | $401,430 | +$19,496 | 2026-01-23 |
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| Q4 2025 | LI
LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | | ADR | 908 | 454 | -454 | $23,154 | $7,831 | -$15,323 | 2026-01-23 |
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| Q4 2025 | ATEYY
ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Japan | ADR | 1,752 | 1,276 | -476 | $179,142 | $165,254 | -$13,888 | 2026-01-23 |
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| Q4 2025 | STE
STERIS PLC | Ireland | COM | 3,495 | 3,445 | -50 | $864,803 | $873,377 | +$8,574 | 2026-01-23 |
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| Q4 2025 | HTHIY
HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Japan | ADR | 2,944 | 2,604 | -340 | $77,338 | $82,364 | +$5,026 | 2026-01-23 |
|---|
| Q4 2025 | MDT
MEDTRONIC PLC | Ireland | COM | 17,894 | 17,784 | -110 | $1,704,224 | $1,708,336 | +$4,112 | 2026-01-23 |
|---|
| Q4 2025 | TM
TOYOTA MOTOR | | COM | 160 | 135 | -25 | $30,574 | $28,898 | -$1,676 | 2026-01-23 |
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| Q3 2025 | SHOP
SHOPIFY INC | | COM | 31,025 | 29,985 | -1,040 | $3,578,735 | $4,456,072 | +$877,337 | 2025-11-04 |
|---|
| Q3 2025 | MDT
MEDTRONIC PLC | Ireland | COM | 17,904 | 17,894 | -10 | $1,560,695 | $1,704,224 | +$143,529 | 2025-11-04 |
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| Q3 2025 | CRSP
CRISPR THERAPEUTICS | | COM | 6,030 | 5,080 | -950 | $293,298 | $329,238 | +$35,940 | 2025-11-04 |
|---|
| Q3 2025 | BUD
ANHEUSER BUSCH | | COM | 500 | 300 | -200 | $34,426 | $17,940 | -$16,486 | 2025-11-04 |
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| Q3 2025 | CRON
CRONOS GROUP | | COM | 1,600 | 600 | -1,000 | $3,056 | $1,668 | -$1,388 | 2025-11-04 |
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| Q3 2025 | TM
TOYOTA MOTOR | | COM | 185 | 160 | -25 | $31,868 | $30,574 | -$1,294 | 2025-11-04 |
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| Q2 2025 | SHOP
SHOPIFY INC | | COM | 31,150 | 31,025 | -125 | $2,972,955 | $3,578,735 | +$605,780 | 2025-08-05 |
|---|
| Q2 2025 | BP
BP PLC | | COM | 1,811 | 102 | -1,709 | $61,197 | $3,069 | -$58,128 | 2025-08-05 |
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| Q2 2025 | CRSP
CRISPR THERAPEUTICS | | COM | 6,982 | 6,030 | -952 | $237,601 | $293,298 | +$55,697 | 2025-08-05 |
|---|
| Q2 2025 | SPOT
SPOTIFY TECHNOLOGY | | COM | 73 | 70 | -3 | $40,153 | $53,714 | +$13,561 | 2025-08-05 |
|---|
| Q2 2025 | JCI
JOHNSON CONTROLS | | COM | 416 | 260 | -156 | $33,326 | $27,461 | -$5,865 | 2025-08-05 |
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| Q2 2025 | CGC
CANOPY GROWTH | | COM | 130 | 90 | -40 | $117 | $110 | -$7 | 2025-08-05 |
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| Q1 2025 | SHOP
SHOPIFY INC | | COM | 31,870 | 31,150 | -720 | $3,388,738 | $2,972,955 | -$415,783 | 2025-04-25 |
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| Q1 2025 | MDT
MEDTRONIC PLC | Ireland | COM | 18,474 | 17,889 | -585 | $1,475,705 | $1,607,512 | +$131,807 | 2025-04-25 |
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| Q1 2025 | BUD
ANHEUSER BUSCH | | COM | 900 | 500 | -400 | $45,063 | $30,780 | -$14,283 | 2025-04-25 |
|---|
| Q1 2025 | RCL
ROYAL CARIBBEAN | United States | COM | 135 | 110 | -25 | $31,143 | $22,598 | -$8,545 | 2025-04-25 |
|---|
| Q1 2025 | BP
BP PLC | | COM | 1,978 | 1,811 | -167 | $58,473 | $61,197 | +$2,724 | 2025-04-25 |
|---|
| Q4 2024 | SHOP
SHOPIFY INC | | COM | 33,020 | 31,870 | -1,150 | $2,646,222 | $3,388,738 | +$742,516 | 2025-01-17 |
|---|
| Q4 2024 | CRSP
CRISPR THERAPEUTICS | | COM | 5,782 | 5,492 | -290 | $271,637 | $216,165 | -$55,472 | 2025-01-17 |
|---|
| Q4 2024 | BUD
ANHEUSER BUSCH | | COM | 1,100 | 900 | -200 | $72,919 | $45,063 | -$27,856 | 2025-01-17 |
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| Q4 2024 | RCL
ROYAL CARIBBEAN | United States | COM | 170 | 135 | -35 | $30,151 | $31,143 | +$992 | 2025-01-17 |
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| Q3 2024 | SHOP
SHOPIFY INC | | COM | 34,220 | 33,020 | -1,200 | $2,260,233 | $2,646,222 | +$385,989 | 2024-11-20 |
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| Q3 2024 | CRSP
CRISPR THERAPEUTICS | | COM | 6,803 | 5,782 | -1,021 | $367,432 | $271,637 | -$95,795 | 2024-11-20 |
|---|
| Q3 2024 | STE
STERIS PLC | Ireland | COM | 3,510 | 3,495 | -15 | $770,585 | $847,677 | +$77,092 | 2024-11-20 |
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| Q3 2024 | BUD
ANHEUSER BUSCH | | COM | 1,200 | 1,100 | -100 | $69,780 | $72,919 | +$3,139 | 2024-11-20 |
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| Q3 2024 | DEO
DIAGEO PLC | | COM | 28 | 20 | -8 | $3,531 | $2,807 | -$724 | 2024-11-20 |
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| Q2 2024 | SHOP
SHOPIFY INC | | COM | 34,740 | 34,220 | -520 | $2,680,888 | $2,260,233 | -$420,655 | 2024-07-17 |
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| Q2 2024 | ACN
ACCENTURE PLC | | COM | 160 | 139 | -21 | $55,458 | $42,174 | -$13,284 | 2024-07-17 |
|---|
| Q2 2024 | CRON
CRONOS GROUP | | COM | 2,100 | 600 | -1,500 | $5,481 | $1,398 | -$4,083 | 2024-07-17 |
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| Q2 2024 | SNY
SANOFI | | COM | 275 | 200 | -75 | $13,365 | $9,704 | -$3,661 | 2024-07-17 |
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| Q1 2024 | SHOP
SHOPIFY INC | | COM | 37,060 | 34,740 | -2,320 | $2,886,974 | $2,680,888 | -$206,086 | 2024-04-19 |
|---|
| Q1 2024 | MDT
MEDTRONIC PLC | Ireland | COM | 18,267 | 16,907 | -1,360 | $1,504,838 | $1,473,451 | -$31,387 | 2024-04-19 |
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| Q1 2024 | ACN
ACCENTURE PLC | | COM | 245 | 160 | -85 | $85,972 | $55,458 | -$30,514 | 2024-04-19 |
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| Q1 2024 | ADNT
ADIENT PLC | Ireland | COM | 100 | 11 | -89 | $3,636 | $362 | -$3,274 | 2024-04-19 |
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| Q1 2024 | CGC
CANOPY GROWTH | | COM | 180 | 130 | -50 | $919 | $1,122 | +$203 | 2024-04-19 |
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