WESTWOOD HOLDINGS GROUP INC quarter change: Foreign Stocks, New
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, WESTWOOD HOLDINGS GROUP INC opened 7 positions, added to 1, reduced 4, sold out of 0 and left 1 unchanged. The largest increase in value was TSM (+$881,726); the largest decrease was BP (-$228,654).
- ONC: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 0; Shares 2026-06-30 2,560.
- SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 0; Shares 2026-06-30 8,105.
- NTAP: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 3,719.
- NTES: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 0; Shares 2026-06-30 3,600.
Two Form 13F-HR filings compared (SEC CIK 1165002): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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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