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Arkadios Wealth Advisors’s Sera Prognostics SERA Stock Holding History

Arkadios Wealth Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,400
Closed -$25.2K – 1869
2026
Q1 		$25.2K Buy
+12,400
New +$31.9K ﹤0.01% 1663

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Arkadios Wealth Advisors's SERA Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Sera Prognostics (SERA) in Q2 2026, closing a stake of 12,400 shares — an estimated $25.2K sold.

Arkadios Wealth Advisors first reported a position in SERA in Q1 2026 and held it in 1 quarter. The position peaked at $25.2K in Q1 2026. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Sera Prognostics position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 12,400 Sera Prognostics shares in Q2 2026, an estimated $25.2K.
  • Arkadios Wealth Advisors first reported a position in Sera Prognostics in Q1 2026 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Sera Prognostics position peaked at $25.2K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.