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Westside Investment Management, Inc. Last Quarter Change: Foreign Stocks, Reduced

Westside Investment Management, 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, Westside Investment Management, Inc. opened 72 positions, added to 5, reduced 23, sold out of 63 and left 196 unchanged. The largest increase in value was STX (+$1,668,684); the largest decrease was SHOP (-$1,229,800).

  • STX: Country of operation —; Class COM; Shares 2026-03-31 3,240; Shares 2026-06-30 3,050.
  • MDT: Country of operation Ireland; Class COM; Shares 2026-03-31 15,282; Shares 2026-06-30 6,106.
  • ASML: Country of operation —; Class COM; Shares 2026-03-31 846; Shares 2026-06-30 843.
  • LIN: Country of operation United Kingdom; Class COM; Shares 2026-03-31 312; Shares 2026-06-30 4.

Two Form 13F-HR filings compared (SEC CIK 1538383): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-27). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
STX
SEAGATE TECHNOLOGY
COM3,2403,050-190$1,274,566$2,943,250+$1,668,684
MDT
MEDTRONIC PLC
IrelandCOM15,2826,106-9,176$1,324,179$477,674-$846,505
ASML
ASML HOLDING
COM846843-3$1,117,422$1,677,100+$559,678
LIN
LINDE PLC
United KingdomCOM3124-308$156,783$2,076-$154,707
ETN
EATON CORP
COM526180-346$189,320$76,702-$112,618
AZN
ASTRAZENECA PLC
COM779325-454$156,481$61,627-$94,854
CB
CHUBB LTD
COM2853-282$93,567$1,022-$92,545
TTE
TOTALENERGIES SE
COM1,398800-598$128,033$62,208-$65,825
JCI
JOHNSON CONTROLS
COM54260-482$71,948$8,767-$63,181
SPOT
SPOTIFY TECHNOLOGY
COM20495-109$99,458$43,618-$55,840
ACN
ACCENTURE PLC
COM2755-270$55,332$622-$54,710
NCLH
NORWEGIAN CRUISE
United StatesCOM2,004200-1,804$37,889$4,222-$33,667
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
ADR1,846900-946$68,265$43,146-$25,119
GRMN
GARMIN LTD
COM2,1502,000-150$499,667$475,080-$24,587
AON
AON PLC
IrelandCOM722-70$23,265$663-$22,602
RIG
TRANSOCEAN LTD
COM4,014910-3,104$26,488$4,450-$22,038
NVO
NOVO NORDISK
COM2,5842,384-200$94,972$114,302+$19,330
NU
NU HOLDINGS
COM1,300138-1,162$18,425$1,844-$16,581
CRSP
CRISPR THERAPEUTICS
COM6,2405,180-1,060$298,700$282,517-$16,183
CRH
CRH PLC
COM8812-76$9,212$1,284-$7,928
RCL
ROYAL CARIBBEAN
United StatesCOM156118-38$42,886$37,497-$5,389
TMICY
TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
ADR280140-140$9,352$5,244-$4,108
CGC
CANOPY GROWTH
COM9060-30$85$57-$28

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