AIS
CODX

Advocate Investing Services’s Co-Diagnostics CODX Stock Holding History

Advocate Investing Services’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$13 – 453
2025
Q4 		$13 Buy
+3
New +$33 ﹤0.01% 448

Other funds holding CODX

PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Advocate Investing Services's CODX Position: Q1 2026 in Review

Advocate Investing Services sold out of Co-Diagnostics (CODX) in Q1 2026, closing a stake of 3 shares — an estimated $13 sold.

Advocate Investing Services first reported a position in CODX in Q4 2025 and held it in 1 quarter. The position peaked at $13 in Q4 2025. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

  • Advocate Investing Services reported no remaining Co-Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 3 Co-Diagnostics shares in Q1 2026, an estimated $13.
  • Advocate Investing Services first reported a position in Co-Diagnostics in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's Co-Diagnostics position peaked at $13 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.