AWM
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AE Wealth Management’s Lightwave Logic LWLG Stock Holding History

AE Wealth Management’s Portfolio LWLG Stock Details LWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,771
Closed -$96.8K – 2736
2026
Q1 		$96.8K Buy
13,771
+3,490
+34% +$16.6K ﹤0.01% 1806
2025
Q4 		$33.3K Sell
10,281
-350
-3% -$1.55K ﹤0.01% 1925
2025
Q3 		$39.4K Buy
10,631
+350
+3% +$903 ﹤0.01% 1765
2025
Q2 		$12.7K Hold
10,281
– – ﹤0.01% 1840
2025
Q1 		$10.5K Hold
10,281
– – ﹤0.01% 1849
2024
Q4 		$21.6K Hold
10,281
– – ﹤0.01% 1720
2024
Q3 		$28.4K Sell
10,281
-80
-0.8% -$240 ﹤0.01% 1227
2024
Q2 		$31K Buy
+10,361
New +$37.9K ﹤0.01% 1220

Other funds holding LWLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's LWLG Position: Q2 2026 in Review

AE Wealth Management sold out of Lightwave Logic (LWLG) in Q2 2026, closing a stake of 13,771 shares — an estimated $96.8K sold.

AE Wealth Management first reported a position in LWLG in Q2 2024 and held it in 8 quarters. The position peaked at $96.8K in Q1 2026. 171 funds tracked by Wall St. Rank hold LWLG as of Q2 2026.

  • AE Wealth Management reported no remaining Lightwave Logic position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 13,771 Lightwave Logic shares in Q2 2026, an estimated $96.8K.
  • AE Wealth Management first reported a position in Lightwave Logic in Q2 2024 and held it in 8 quarters.
  • AE Wealth Management's Lightwave Logic position peaked at $96.8K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Lightwave Logic as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.