Thomas Russo - Gardner Russo & Quinn – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by Thomas Russo - Gardner Russo & Quinn in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AAPL | 4,674 | $271.93 | Reduced | -0.53% | 0.01% | $1.27M | 2025 Q4 |
| NSRGF | 11,130 | $99.37 | Reduced | -0.36% | 0.01% | $1.11M | 2025 Q4 |
| FULT | 54,100 | $19.33 | Reduced | -16.25% | 0.01% | $1.05M | 2025 Q4 |
| SWZ | 146,284 | $6.22 | Reduced | -66.31% | 0.01% | $909.89K | 2025 Q4 |
| WFC | 7,964 | $93.17 | Reduced | -21.53% | 0.01% | $742.01K | 2025 Q4 |
| OUT | 15,677 | $24.11 | Reduced | -0.08% | 0.00% | $377.97K | 2025 Q4 |
| CAT | 550 | $572.73 | Reduced | -21.43% | 0.00% | $315K | 2025 Q4 |