WT
NARI

Whittier Trust’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Whittier Trust’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
-398
Closed -$20.3K – 1578
2024
Q4 		$20.3K Hold
398
– – ﹤0.01% 1104
2024
Q3 		$16.4K Hold
398
– – ﹤0.01% 1161
2024
Q2 		$19.2K Hold
398
– – ﹤0.01% 1098
2024
Q1 		$19.1K Hold
398
– – ﹤0.01% 1145
2023
Q4 		$25.8K Hold
398
– – ﹤0.01% 1038
2023
Q3 		$26K Hold
398
– – ﹤0.01% 1061
2023
Q2 		$23.1K Hold
398
– – ﹤0.01% 1091
2023
Q1 		$24.6K Hold
398
– – ﹤0.01% 1113
2022
Q4 		$25.3K Hold
398
– – ﹤0.01% 1096
2022
Q3 		$29K Hold
398
– – ﹤0.01% 1096
2022
Q2 		$27K Hold
398
– – ﹤0.01% 1097
2022
Q1 		$36K Hold
398
– – ﹤0.01% 1059
2021
Q4 		$36K Hold
398
– – ﹤0.01% 1050
2021
Q3 		$32K Hold
398
– – ﹤0.01% 1028
2021
Q2 		$37K Buy
+398
New +$38.6K ﹤0.01% 1026

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

Whittier Trust's NARI Position: Q1 2025 in Review

Whittier Trust sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 398 shares — an estimated $20.3K sold.

Whittier Trust first reported a position in NARI in Q2 2021 and held it in 15 quarters. The position peaked at $37K in Q2 2021. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Whittier Trust reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 398 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $20.3K.
  • Whittier Trust first reported a position in Inari Medical, Inc. Common Stock in Q2 2021 and held it in 15 quarters.
  • Whittier Trust's Inari Medical, Inc. Common Stock position peaked at $37K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.