Aries Wealth Management’s Kodiak Sciences KOD Stock Holding History

Aries Wealth Management’s Portfolio KOD Stock Details KOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$974K	Hold	25,000	–	–	0.19%	103
2026 Q1	$953K	Hold	25,000	–	–	0.21%	99
2025 Q4	$699K	Hold	25,000	–	–	0.15%	120
2025 Q3	$409K	Hold	25,000	–	–	0.1%	160
2025 Q2	$93.3K	Hold	25,000	–	–	0.02%	215
2025 Q1	$70.1K	Buy	+25,000	New	+$136K	0.02%	220
2021 Q2	–	Sell	-2,000	Closed	-$231K	–	185
2021 Q1	$231K	Hold	2,000	–	–	0.1%	155
2020 Q4	$308K	Buy	+2,000	New	+$223K	0.15%	120

Other funds holding KOD

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Jupiter Topco New York $245B AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

Aries Wealth Management's KOD Position: Q2 2026 in Review

Aries Wealth Management held its Kodiak Sciences (KOD) position steady in Q2 2026 at 25,000 shares worth $974K. The position accounts for 0.19% of the portfolio, ranked #103.

Aries Wealth Management first reported a position in KOD in Q4 2020 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

Aries Wealth Management held 25,000 shares of Kodiak Sciences worth $974K as of Q2 2026.
Aries Wealth Management left its Kodiak Sciences share count unchanged in Q2 2026.
Kodiak Sciences made up 0.19% of Aries Wealth Management's portfolio in Q2 2026, its #103 holding.
Aries Wealth Management first reported a position in Kodiak Sciences in Q4 2020 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.