UBS AM
NARI

UBS AM’s Inari Medical, Inc. Common Stock NARI Stock Holding History

UBS AM’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
-1,224,052
Closed -$62.5M – 2718
2024
Q4 		$62.5M Sell
1,224,052
-46,939
-4% -$2.31M 0.01% 619
2024
Q3 		$52.4M Sell
1,270,991
-48,011
-4% -$2.31M 0.01% 669
2024
Q2 		$63.5M Buy
1,319,002
+1,247,342
+1,741% +$55.3M 0.02% 555
2024
Q1 		$3.44M Buy
71,660
+8,097
+13% +$433K ﹤0.01% 1426
2023
Q4 		$4.13M Buy
63,563
+2,268
+4% +$137K ﹤0.01% 1340
2023
Q3 		$4.01M Buy
61,295
+8,677
+16% +$546K ﹤0.01% 1310
2023
Q2 		$3.25M Hold
52,618
– – ﹤0.01% 1415
2023
Q1 		$3.25M Buy
52,618
+4,210
+9% +$253K ﹤0.01% 1415
2022
Q4 		$3.08M Buy
48,408
+3,191
+7% +$231K ﹤0.01% 1347
2022
Q3 		$3.28M Sell
45,217
-7,204
-14% -$536K ﹤0.01% 1346
2022
Q2 		$3.56M Buy
52,421
+22,502
+75% +$1.62M ﹤0.01% 1347
2022
Q1 		$2.71M Buy
29,919
+4,223
+16% +$346K ﹤0.01% 1630
2021
Q4 		$2.35M Buy
25,696
+1,239
+5% +$106K ﹤0.01% 1791
2021
Q3 		$1.98M Buy
24,457
+5,228
+27% +$439K ﹤0.01% 1841
2021
Q2 		$1.79M Buy
19,229
+4,470
+30% +$433K ﹤0.01% 1902
2021
Q1 		$1.58M Buy
14,759
+10,959
+288% +$1.14M ﹤0.01% 1854
2020
Q4 		$332K Buy
+3,800
New +$268K ﹤0.01% 2397
2020
Q3 		– Sell
-15,000
Closed -$727K – 2512
2020
Q2 		$727K Buy
+15,000
New +$716K ﹤0.01% 1938

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

UBS AM's NARI Position: Q1 2025 in Review

UBS AM sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 1,224,052 shares — an estimated $62.5M sold.

UBS AM first reported a position in NARI in Q2 2020 and held it in 18 quarters. The position peaked at $63.5M in Q2 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • UBS AM reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 1,224,052 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $62.5M.
  • UBS AM first reported a position in Inari Medical, Inc. Common Stock in Q2 2020 and held it in 18 quarters.
  • UBS AM's Inari Medical, Inc. Common Stock position peaked at $63.5M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.