Aries Wealth Management
KOD icon

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
Q3 		$2.37M Hold
25,000
– – 0.46% 48
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 		$93.2K 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

RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
JGP Global Gestao de Recursos
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $49.2M AUM 27.21% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Aries Wealth Management's KOD Position: Q3 2026 in Review

Aries Wealth Management held its Kodiak Sciences (KOD) position steady in Q3 2026 at 25,000 shares worth $2.37M. The position accounts for 0.46% of the portfolio, ranked #48.

Aries Wealth Management first reported a position in KOD in Q4 2020 and has held it in 9 quarters since. 27 funds tracked by Wall St. Rank hold KOD as of Q3 2026.

  • Aries Wealth Management held 25,000 shares of Kodiak Sciences worth $2.37M as of Q3 2026.
  • Aries Wealth Management left its Kodiak Sciences share count unchanged in Q3 2026.
  • Kodiak Sciences made up 0.46% of Aries Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Aries Wealth Management first reported a position in Kodiak Sciences in Q4 2020 and has held it in 9 quarters since.
  • 27 funds tracked by Wall St. Rank held Kodiak Sciences as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.