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UBS O'Connor’s Inari Medical, Inc. Common Stock NARI Stock Holding History

UBS O'Connor’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
-11,102
Closed -$567K – 497
2024
Q4 		$567K Sell
11,102
-3,998
-26% -$197K 0.01% 270
2024
Q3 		$623K Buy
+15,100
New +$725K 0.02% 327

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 O'Connor's NARI Position: Q1 2025 in Review

UBS O'Connor sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 11,102 shares — an estimated $567K sold.

UBS O'Connor first reported a position in NARI in Q3 2024 and held it in 2 quarters. The position peaked at $623K in Q3 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • UBS O'Connor reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • UBS O'Connor sold 11,102 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $567K.
  • UBS O'Connor first reported a position in Inari Medical, Inc. Common Stock in Q3 2024 and held it in 2 quarters.
  • UBS O'Connor's Inari Medical, Inc. Common Stock position peaked at $623K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.