4A
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4Wealth Advisors’s Coda Octopus Group CODA Stock Holding History

4Wealth Advisors’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Buy
+12,434
New +$144K 0.09% 146

Other funds holding CODA

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

4Wealth Advisors's CODA Position: Q2 2026 in Review

4Wealth Advisors opened a new position in Coda Octopus Group (CODA) in Q2 2026: 12,434 shares worth $119K. The stake represents 0.09% of the portfolio and ranks #146 among its holdings.

8 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • 4Wealth Advisors held 12,434 shares of Coda Octopus Group worth $119K as of Q2 2026.
  • Coda Octopus Group was a new 4Wealth Advisors position in Q2 2026.
  • Coda Octopus Group made up 0.09% of 4Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • 8 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.