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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo Wealth Management

· CIK 0002110902
13F Portfolio $500M AUM 309 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 309 New
Page 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LCID LUCID GROUP INC Consumer Cyclical 627.0 $4K 0.00% NEW $6.69 -23.9%
302 MDXHEALTH SA 10,000.0 $4K 0.00% NEW $0.41
303 BNTX BIONTECH SE Healthcare 26.0 $2K NEW $93.04 +21.3%
304 CVE CENOVUS ENERGY INC Energy 93.0 $2K NEW $24.71 +30.2%
305 VTRS VIATRIS INC Healthcare 83.0 $1K NEW $15.88 +4.2%
306 DC DAKOTA GOLD CORP Basic Materials 8.0 $34.0 NEW $4.25 +45.4%
307 EMBC EMBECTA CORP Healthcare 10.0 $32.0 NEW $3.20 +55.9%
308 AURORA CANNABIS INC 8.0 $22.0 NEW $2.75
309 AIM IMMUNOTECH INC 1.0 NEW
Page 16 of 16  ·  309 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 27.6%
Consumer Cyclical 9.8%
Communication Services 9.1%
Industrials 6.4%
Healthcare 6.1%
Consumer Defensive 3.6%
Energy 3.4%
Basic Materials 2.2%
Utilities 0.5%