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Mfs Ser Tr Iv mid cap grw i shares owned by Northstar Asset Management

Quarter-by-quarter ownership of Mfs Ser Tr Iv mid cap grw i (OTCIX) shares owned by Northstar Asset Management from 13F filings

Historical chart of Northstar Asset Management investment in Mfs Ser Tr Iv mid cap grw i

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All positions including Mfs Ser Tr Iv mid cap grw i held by Northstar Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Ser Tr Iv mid cap grw i by Northstar Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $584k 17k 33.83
2025-06-30 $580k 17k 33.61
2025-03-31 $502k 17k 29.10
2024-12-31 $535k 17k 30.97
2024-09-30 $527k 16k 32.61
2024-06-30 $502k 16k 31.09
2024-03-31 $516k 16k 31.96
2023-12-31 $466k 16k 28.85
2023-09-30 $412k 16k 25.53

More positions owned by Northstar Asset Management

Vanguard Information Technology ETF (VGT)
Apple (AAPL)
Vanguard Total Stock Market ETF (VTI)
Vanguard Growth ETF (VUG)
Vanguard Mid-Cap ETF (VO)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf (SPY)
Vanguard Small-Cap ETF (VB)
Vanguard S&p 500 Etf idx (VOO)
Thermo Fisher Scientific (TMO)
NVIDIA Corporation (NVDA)
Ametek (AME)
Arista Networks (ANET)
First Trust Cloud Computing Et (SKYY)

View all positions for Northstar Asset Management

Top funds holding Mfs Ser Tr Iv mid cap grw i

Northstar Asset Management
Vermillion Wealth Management
Coston, McIsaac & Partners

View all funds holding Mfs Ser Tr Iv mid cap grw i