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Wasatch Micro Cap Value shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Wasatch Micro Cap Value (WAMVX) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Wasatch Micro Cap Value

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All positions including Wasatch Micro Cap Value held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wasatch Micro Cap Value by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $650k 143k 4.56
2025-06-30 $589k 143k 4.13
2025-03-31 $536k 143k 3.76

More positions owned by Williams Jones Wealth Management

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Costco Whsl Corp CS (COST)
Alphabet Inc Cap Stk Cl A CS (GOOGL)
Visa Inc Com Cl A CS (V)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Intuit CS (INTU)
Ecolab CS (ECL)
Eaton Corp CS (ETN)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Tjx Cos CS (TJX)
Idexx Labs CS (IDXX)
Automatic Data Processing CS (ADP)

View all positions for Williams Jones Wealth Management

Top funds holding Wasatch Micro Cap Value

Williams Jones Wealth Management
North Star Asset Management

View all funds holding Wasatch Micro Cap Value