Wasatch Ultra Growth-InvWAMCX
13F holders, Q2 2026 (June 30)1holders −1
0new positions
1sold out
$38.76avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Wasatch Ultra Growth-Inv (WAMCX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holder was Williams Jones Wealth Management, LLC. ($240K).
- Company
- Wasatch Ultra Growth-Inv
- CUSIP
- 936772409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $9K |
All 13F filers, Q1 2026 → Q2 2026: 1,790 shares sold, net −1,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -19.4% | 6,184 | $240K |
"% of holder's portfolio" is WAMCX's weight in each manager's 13F, not the share of Wasatch Ultra Growth-Inv the manager owns.