AWE
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Avidian Wealth Enterprises’s Labcorp LH Stock Holding History

Avidian Wealth Enterprises’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06M Sell
3,444
-284
-8% -$88.1K 0.03% 323
2026
Q2 		$1.04M Buy
3,728
+43
+1% +$11.3K 0.03% 308
2026
Q1 		$983K Buy
+3,685
New +$998K 0.03% 290

Other funds holding LH

ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's LH Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Labcorp (LH) stake by 7.6% in Q3 2026, selling an estimated $88.1K and leaving 3,444 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #323.

Avidian Wealth Enterprises first reported a position in LH in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold LH as of Q3 2026.

  • Avidian Wealth Enterprises held 3,444 shares of Labcorp worth $1.06M as of Q3 2026.
  • Avidian Wealth Enterprises sold 284 Labcorp shares in Q3 2026, an estimated $88.1K.
  • Labcorp made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #323 holding.
  • Avidian Wealth Enterprises first reported a position in Labcorp in Q1 2026 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Labcorp as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.