Charles Schwab
NARI

Charles Schwab’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Charles Schwab’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
-465,962
Closed -$23.8M – 3528
2024
Q4 		$23.8M Buy
465,962
+11,990
+3% +$589K ﹤0.01% 1606
2024
Q3 		$18.7M Buy
453,972
+1,783
+0.4% +$85.6K ﹤0.01% 1727
2024
Q2 		$21.8M Buy
452,189
+39,970
+10% +$1.77M ﹤0.01% 1623
2024
Q1 		$19.8M Buy
412,219
+6,186
+2% +$330K ﹤0.01% 1619
2023
Q4 		$26.4M Buy
406,033
+5,986
+1% +$360K 0.01% 1419
2023
Q3 		$26.2M Buy
400,047
+14,728
+4% +$927K 0.01% 1320
2023
Q2 		$22.4M Buy
385,319
+26,959
+8% +$1.7M 0.01% 1416
2023
Q1 		$22.1M Sell
358,360
-208
-0.1% -$12.5K 0.01% 1391
2022
Q4 		$22.8M Buy
358,568
+9,024
+3% +$654K 0.01% 1341
2022
Q3 		$25.4M Buy
349,544
+77,298
+28% +$5.76M 0.01% 1212
2022
Q2 		$18.5M Buy
272,246
+29,312
+12% +$2.11M 0.01% 1466
2022
Q1 		$22M Sell
242,934
-9,008
-4% -$737K 0.01% 1471
2021
Q4 		$23M Buy
251,942
+12,066
+5% +$1.03M 0.01% 1473
2021
Q3 		$19.5M Buy
239,876
+128,063
+115% +$10.8M 0.01% 1611
2021
Q2 		$10.4M Buy
111,813
+38,167
+52% +$3.7M ﹤0.01% 1978
2021
Q1 		$7.88M Buy
73,646
+15,685
+27% +$1.63M ﹤0.01% 2078
2020
Q4 		$5.06M Buy
57,961
+223
+0.4% +$15.8K ﹤0.01% 2208
2020
Q3 		$3.99M Buy
57,738
+52,228
+948% +$3.36M ﹤0.01% 2190
2020
Q2 		$267K Buy
+5,510
New +$263K ﹤0.01% 3094

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $307M AUM 20.33% 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 $8.31B AUM 21.94% 1-Year Est. Return

Charles Schwab's NARI Position: Q1 2025 in Review

Charles Schwab sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 465,962 shares — an estimated $23.8M sold.

Charles Schwab first reported a position in NARI in Q2 2020 and held it in 19 quarters. The position peaked at $26.4M in Q4 2023. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Charles Schwab reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 465,962 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $23.8M.
  • Charles Schwab first reported a position in Inari Medical, Inc. Common Stock in Q2 2020 and held it in 19 quarters.
  • Charles Schwab's Inari Medical, Inc. Common Stock position peaked at $26.4M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.