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Needham Aggressive Growth Institutional
Q4 2025 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q4 2025
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
UNCHANGED
Shares
3,911
from 3,911
Change
0
(0%)
Value
$266.2K
(+$28.5K)
Filed 2026-05-11
Institution
Status
Q1 2026 ↓
Q4 2025
Change
% Change
Q4 2025 Value
Q1 2026 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
UNCHANGED
3,911
3,911
0
0%
$237.7K
$266.2K
+$28.5K
2026-05-11
Showing 1 of 1 institutions