Aries Wealth Management’s Seres Therapeutics MCRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-750	Closed	-$10.5K	–	224
2025 Q1	$10.5K	Hold	750	–	–	﹤0.01%	225
2024 Q4	$12.5K	Hold	750	–	–	﹤0.01%	222
2024 Q3	$14.2K	Sell	750 -100	-12%	-$2.03K	﹤0.01%	229
2024 Q2	$12.3K	Buy	850 +250	+42%	+$4.17K	﹤0.01%	204
2024 Q1	$9.29K	Hold	600	–	–	﹤0.01%	208
2023 Q4	$16.8K	Sell	600 -300	-33%	-$7.88K	0.01%	198
2023 Q3	$26.3K	Hold	900	–	–	0.01%	195
2023 Q2	$86.2K	Buy	900 +300	+50%	+$32.6K	0.03%	195
2023 Q1	$68K	Buy	600 +100	+20%	+$10.8K	0.03%	188
2022 Q4	$56K	Hold	500	–	–	0.02%	183
2022 Q3	$89K	Buy	+500	New	+$51.2K	0.04%	177
2020 Q3	–	Sell	-500	Closed	-$48K	–	152
2020 Q2	$48K	Hold	500	–	–	0.03%	144
2020 Q1	$32K	Hold	500	–	–	0.02%	130
2019 Q4	$33K	Hold	500	–	–	0.02%	159
2019 Q3	$31K	Buy	+500	New	+$33K	0.02%	153

Other funds holding MCRB

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Aries Wealth Management's MCRB Position: Q2 2025 in Review

Aries Wealth Management sold out of Seres Therapeutics (MCRB) in Q2 2025, closing a stake of 750 shares — an estimated $10.5K sold.

Aries Wealth Management first reported a position in MCRB in Q3 2019 and held it in 15 quarters. The position peaked at $89K in Q3 2022. 33 funds tracked by Wall St. Rank hold MCRB as of Q2 2025.

Aries Wealth Management reported no remaining Seres Therapeutics position as of Q2 2025 after selling out during the quarter.
Aries Wealth Management sold 750 Seres Therapeutics shares in Q2 2025, an estimated $10.5K.
Aries Wealth Management first reported a position in Seres Therapeutics in Q3 2019 and held it in 15 quarters.
Aries Wealth Management's Seres Therapeutics position peaked at $89K in Q3 2022.
33 funds tracked by Wall St. Rank held Seres Therapeutics as of Q2 2025.

Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.