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Arete Wealth Advisors’s ADMA Biologics ADMA Stock Holding History

Arete Wealth Advisors’s Portfolio ADMA Stock Details ADMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,327
Closed -$269K – 761
2025
Q3 		$269K Buy
18,327
+351
+2% +$6.02K 0.02% 637
2025
Q2 		$327K Buy
+17,976
New +$367K 0.02% 532

Other funds holding ADMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arete Wealth Advisors's ADMA Position: Q4 2025 in Review

Arete Wealth Advisors sold out of ADMA Biologics (ADMA) in Q4 2025, closing a stake of 18,327 shares — an estimated $269K sold.

Arete Wealth Advisors first reported a position in ADMA in Q2 2025 and held it in 2 quarters. The position peaked at $327K in Q2 2025. 356 funds tracked by Wall St. Rank hold ADMA as of Q4 2025.

  • Arete Wealth Advisors reported no remaining ADMA Biologics position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,327 ADMA Biologics shares in Q4 2025, an estimated $269K.
  • Arete Wealth Advisors first reported a position in ADMA Biologics in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's ADMA Biologics position peaked at $327K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held ADMA Biologics as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.