JWM
PARA

Jeppson Wealth Management’s Paramount Global Class B PARA Stock Holding History

Jeppson Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,640
Closed -$295K – 217
2025
Q1 		$295K Sell
24,640
-1,985
-7% -$22.2K 0.11% 158
2024
Q4 		$278K Sell
26,625
-2,626
-9% -$28.2K 0.1% 161
2024
Q3 		$311K Sell
29,251
-860
-3% -$9.35K 0.11% 156
2024
Q2 		$313K Sell
30,111
-22
-0.1% -$258 0.12% 153
2024
Q1 		$355K Sell
30,133
-398
-1% -$5.01K 0.14% 147
2023
Q4 		$452K Sell
30,531
-29,147
-49% -$390K 0.19% 119
2023
Q3 		$770K Sell
59,678
-9,838
-14% -$146K 0.35% 77
2023
Q2 		$1.11M Buy
69,516
+14,944
+27% +$270K 0.48% 53
2023
Q1 		$1.22M Sell
54,572
-5,500
-9% -$118K 0.53% 46
2022
Q4 		$1.01M Buy
60,072
+6,926
+13% +$127K 0.43% 54
2022
Q3 		$1.01M Buy
53,146
+7,969
+18% +$191K 0.46% 50
2022
Q2 		$1.11M Buy
45,177
+8,320
+23% +$254K 0.48% 47
2022
Q1 		$1.39M Buy
36,857
+8,122
+28% +$277K 0.65% 34
2021
Q4 		$867K Buy
28,735
+9,610
+50% +$331K 0.42% 61
2021
Q3 		$755K Buy
19,125
+425
+2% +$17.3K 0.39% 62
2021
Q2 		$845K Buy
18,700
+10,134
+118% +$418K 0.46% 55
2021
Q1 		$386K Buy
+8,566
New +$523K 0.23% 94
2020
Q4 		– Sell
-3,173
Closed -$89K – 353
2020
Q3 		$89K Buy
+3,173
New +$85K 0.07% 179

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Jeppson Wealth Management's PARA Position: Q2 2025 in Review

Jeppson Wealth Management sold out of Paramount Global Class B (PARA) in Q2 2025, closing a stake of 24,640 shares — an estimated $295K sold.

Jeppson Wealth Management first reported a position in PARA in Q3 2020 and held it in 18 quarters. The position peaked at $1.39M in Q1 2022. 567 funds tracked by Wall St. Rank hold PARA as of Q2 2025.

  • Jeppson Wealth Management reported no remaining Paramount Global Class B position as of Q2 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 24,640 Paramount Global Class B shares in Q2 2025, an estimated $295K.
  • Jeppson Wealth Management first reported a position in Paramount Global Class B in Q3 2020 and held it in 18 quarters.
  • Jeppson Wealth Management's Paramount Global Class B position peaked at $1.39M in Q1 2022.
  • 567 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2025.

Based on Jeppson Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.