CM
NARI

Caption Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Caption Management’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,000
Closed -$1.28M – 2163
2024
Q4 		$1.28M Buy
+25,000
New +$1.23M 0.01% 843
2023
Q2 		– Sell
-2,000
Closed -$123K – 1467
2023
Q1 		$123K Buy
+2,000
New +$120K ﹤0.01% 954

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Caption Management's NARI Position: Q1 2025 in Review

Caption Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 25,000 shares — an estimated $1.28M sold.

Caption Management first reported a position in NARI in Q1 2023 and held it in 2 quarters. The position peaked at $1.28M in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Caption Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Caption Management sold 25,000 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $1.28M.
  • Caption Management first reported a position in Inari Medical, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Caption Management's Inari Medical, Inc. Common Stock position peaked at $1.28M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.