Wolf Group Capital Advisors historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 16 quarters from 2013-12-31 to 2025-03-31, Wolf Group Capital Advisors opened 155 positions, added to 323, reduced 314 and sold out of 88.
- Q1 2025: Stock BSX; Country of operation United States; Class COM; Shares before 0.
- Q1 2025: Stock EA; Country of operation United States; Class COM; Shares before 0.
- Q1 2025: Stock MCK; Country of operation United States; Class COM; Shares before 0.
- Q1 2025: Stock OMC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1579111), 16 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-29); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-29). 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 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q1 2025 | BSX BOSTON SCIENTIFIC CORP | United States | COM | 0 | 21,255 | +21,255 | $0 | $2,144,204 | +$2,144,204 | 2025-04-18 |
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| Q1 2025 | EA ELECTRONIC ARTS INC | United States | COM | 0 | 13,483 | +13,483 | $0 | $1,948,563 | +$1,948,563 | 2025-04-18 |
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| Q1 2025 | MCK MCKESSON CORP | United States | COM | 0 | 2,453 | +2,453 | $0 | $1,650,844 | +$1,650,844 | 2025-04-18 |
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| Q1 2025 | OMC OMNICOM GROUP INC | United States | COM | 0 | 18,245 | +18,245 | $0 | $1,512,693 | +$1,512,693 | 2025-04-18 |
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| Q1 2025 | XOMXXXX EXXON MOBIL CORP | | COM | 0 | 11,846 | +11,846 | $0 | $1,408,900 | +$1,408,900 | 2025-04-18 |
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| Q1 2025 | APD AIR PRODS & CHEMS INC | United States | COM | 0 | 4,645 | +4,645 | $0 | $1,369,903 | +$1,369,903 | 2025-04-18 |
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| Q1 2025 | QCOM QUALCOMM INC | United States | COM | 0 | 8,298 | +8,298 | $0 | $1,274,656 | +$1,274,656 | 2025-04-18 |
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| Q1 2025 | PCAR PACCAR INC | United States | COM | 0 | 13,036 | +13,036 | $0 | $1,269,315 | +$1,269,315 | 2025-04-18 |
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| Q1 2025 | LAUR LAUREATE EDUCATION INC | United States | COMMON STOCK | 0 | 61,982 | +61,982 | $0 | $1,267,532 | +$1,267,532 | 2025-04-18 |
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| Q1 2025 | WM WASTE MGMT INC DEL | United States | COM | 0 | 5,461 | +5,461 | $0 | $1,264,276 | +$1,264,276 | 2025-04-18 |
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| Q1 2025 | BRBR BELLRING BRANDS INC | United States | COMMON STOCK | 0 | 16,129 | +16,129 | $0 | $1,200,965 | +$1,200,965 | 2025-04-18 |
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| Q1 2025 | META META PLATFORMS INC | United States | CL A | 0 | 2,049 | +2,049 | $0 | $1,180,962 | +$1,180,962 | 2025-04-18 |
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| Q1 2025 | TT TRANE TECHNOLOGIES PLC | | SHS | 0 | 3,495 | +3,495 | $0 | $1,177,535 | +$1,177,535 | 2025-04-18 |
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| Q1 2025 | SYF SYNCHRONY FINANCIAL | United States | COM | 0 | 22,209 | +22,209 | $0 | $1,175,744 | +$1,175,744 | 2025-04-18 |
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| Q1 2025 | FIVE FIVE BELOW INC | United States | COM | 0 | 15,641 | +15,641 | $0 | $1,171,902 | +$1,171,902 | 2025-04-18 |
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| Q1 2025 | EBAY EBAY INC. | United States | COM | 0 | 16,327 | +16,327 | $0 | $1,105,828 | +$1,105,828 | 2025-04-18 |
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| Q1 2025 | OSK OSHKOSH CORP | United States | COM | 0 | 11,376 | +11,376 | $0 | $1,070,254 | +$1,070,254 | 2025-04-18 |
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| Q1 2025 | SCHW SCHWAB CHARLES CORP | United States | COM | 0 | 13,140 | +13,140 | $0 | $1,028,599 | +$1,028,599 | 2025-04-18 |
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| Q1 2025 | TSLA TESLA INC | United States | COM | 0 | 3,380 | +3,380 | $0 | $875,961 | +$875,961 | 2025-04-18 |
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| Q1 2025 | COIN COINBASE GLOBAL INC | United States | COM CL A | 0 | 4,263 | +4,263 | $0 | $734,216 | +$734,216 | 2025-04-18 |
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| Q1 2025 | SEE SEALED AIR CORP NEW | | COM | 0 | 22,734 | +22,734 | $0 | $657,013 | +$657,013 | 2025-04-18 |
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| Q1 2025 | JPM JPMORGAN CHASE & CO. | United States | COM | 0 | 2,609 | +2,609 | $0 | $639,988 | +$639,988 | 2025-04-18 |
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| Q1 2025 | WMT WALMART INC | United States | COM | 0 | 5,140 | +5,140 | $0 | $451,241 | +$451,241 | 2025-04-18 |
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| Q1 2025 | GOOG ALPHABET INC | United States | CAP STK CL C | 0 | 2,712 | +2,712 | $0 | $423,696 | +$423,696 | 2025-04-18 |
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| Q1 2025 | ABT ABBOTT LABS | United States | COM | 0 | 3,050 | +3,050 | $0 | $404,583 | +$404,583 | 2025-04-18 |
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| Q1 2025 | MMM 3M CO | United States | COM | 0 | 2,725 | +2,725 | $0 | $400,194 | +$400,194 | 2025-04-18 |
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| Q1 2025 | ALL ALLSTATE CORP | United States | COM | 0 | 1,898 | +1,898 | $0 | $393,019 | +$393,019 | 2025-04-18 |
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| Q1 2025 | BAC BANK AMERICA CORP | United States | COM | 0 | 9,102 | +9,102 | $0 | $379,826 | +$379,826 | 2025-04-18 |
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| Q1 2025 | BA BOEING CO | United States | COM | 0 | 2,166 | +2,166 | $0 | $369,445 | +$369,445 | 2025-04-18 |
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| Q1 2025 | CBRE CBRE GROUP INC | United States | CL A | 0 | 2,722 | +2,722 | $0 | $355,983 | +$355,983 | 2025-04-18 |
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| Q1 2025 | CMCSA COMCAST CORP NEW | United States | CL A | 0 | 9,593 | +9,593 | $0 | $353,982 | +$353,982 | 2025-04-18 |
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| Q1 2025 | LIN LINDE PLC | United Kingdom | SHS | 0 | 729 | +729 | $0 | $339,452 | +$339,452 | 2025-04-18 |
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| Q1 2025 | NFLX NETFLIX INC | United States | COM | 0 | 360 | +360 | $0 | $335,711 | +$335,711 | 2025-04-18 |
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| Q1 2025 | CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 0 | 876 | +876 | $0 | $308,860 | +$308,860 | 2025-04-18 |
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| Q1 2025 | DE DEERE & CO | United States | COM | 0 | 617 | +617 | $0 | $289,589 | +$289,589 | 2025-04-18 |
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| Q1 2025 | INTC INTEL CORP | United States | COM | 0 | 12,482 | +12,482 | $0 | $283,466 | +$283,466 | 2025-04-18 |
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| Q1 2025 | ASML ASML HOLDING N V | | N Y REGISTRY SHS | 0 | 416 | +416 | $0 | $275,654 | +$275,654 | 2025-04-18 |
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| Q1 2025 | VRSK VERISK ANALYTICS INC | United States | COM | 0 | 923 | +923 | $0 | $274,703 | +$274,703 | 2025-04-18 |
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| Q1 2025 | LEN LENNAR CORP | United States | CL A | 0 | 2,385 | +2,385 | $0 | $273,750 | +$273,750 | 2025-04-18 |
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| Q1 2025 | FAST FASTENAL CO | United States | COM | 0 | 3,527 | +3,527 | $0 | $273,519 | +$273,519 | 2025-04-18 |
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| Q1 2025 | AMP AMERIPRISE FINL INC | United States | COM | 0 | 552 | +552 | $0 | $267,229 | +$267,229 | 2025-04-18 |
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| Q1 2025 | FERG FERGUSON ENTERPRISES INC | | COMMON STOCK NEW | 0 | 1,630 | +1,630 | $0 | $261,175 | +$261,175 | 2025-04-18 |
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| Q1 2025 | ABBV ABBVIE INC | United States | COM | 0 | 1,198 | +1,198 | $0 | $251,005 | +$251,005 | 2025-04-18 |
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| Q1 2025 | ORCL ORACLE CORP | United States | COM | 0 | 1,792 | +1,792 | $0 | $250,540 | +$250,540 | 2025-04-18 |
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| Q1 2025 | EW EDWARDS LIFESCIENCES CORP | United States | COM | 0 | 3,450 | +3,450 | $0 | $250,056 | +$250,056 | 2025-04-18 |
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| Q1 2025 | ADM ARCHER DANIELS MIDLAND CO | United States | COM | 0 | 5,113 | +5,113 | $0 | $245,475 | +$245,475 | 2025-04-18 |
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| Q1 2025 | PSA PUBLIC STORAGE OPER CO | United States | COM | 0 | 799 | +799 | $0 | $239,133 | +$239,133 | 2025-04-18 |
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| Q1 2025 | CVX CHEVRON CORP NEW | United States | COM | 0 | 1,382 | +1,382 | $0 | $231,195 | +$231,195 | 2025-04-18 |
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| Q1 2025 | RSG REPUBLIC SVCS INC | United States | COM | 0 | 946 | +946 | $0 | $229,083 | +$229,083 | 2025-04-18 |
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| Q1 2025 | INTU INTUIT | United States | COM | 0 | 367 | +367 | $0 | $225,334 | +$225,334 | 2025-04-18 |
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| Q1 2025 | HSY HERSHEY CO | United States | COM | 0 | 1,315 | +1,315 | $0 | $224,904 | +$224,904 | 2025-04-18 |
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| Q1 2025 | CDW CDW CORP | United States | COM | 0 | 1,402 | +1,402 | $0 | $224,685 | +$224,685 | 2025-04-18 |
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| Q1 2025 | EL LAUDER ESTEE COS INC | United States | CL A | 0 | 3,239 | +3,239 | $0 | $213,774 | +$213,774 | 2025-04-18 |
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| Q1 2025 | A AGILENT TECHNOLOGIES INC | United States | COM | 0 | 1,791 | +1,791 | $0 | $209,511 | +$209,511 | 2025-04-18 |
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| Q1 2025 | VEEV VEEVA SYS INC | United States | CL A COM | 0 | 875 | +875 | $0 | $202,676 | +$202,676 | 2025-04-18 |
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| Q1 2025 | SHOP SHOPIFY INC | | CL A | 0 | 2,101 | +2,101 | $0 | $200,603 | +$200,603 | 2025-04-18 |
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