Wasatch Ultra Growth-InvWAMCX
13F holders, Q1 2026 (March 31)2holders
0new positions
0sold out
$30.60avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Wasatch Ultra Growth-Inv (WAMCX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($235K) and Oakworth Capital, Inc. ($9K).
- Company
- Wasatch Ultra Growth-Inv
- CUSIP
- 936772409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 216 shares sold, net −216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 7,674 | $235K |
| Oakworth Capital, Inc. | 0.00% | Reduce -41.9% | 300 | $9K |
"% of holder's portfolio" is WAMCX's weight in each manager's 13F, not the share of Wasatch Ultra Growth-Inv the manager owns.