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Avidian Wealth Enterprises’s Serina Therapeutics SER Stock Holding History

Avidian Wealth Enterprises’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5K Hold
18,800
– – ﹤0.01% 735
2026
Q1 		$36.5K Buy
+18,800
New +$41.4K ﹤0.01% 670

Other funds holding SER

SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Avidian Wealth Enterprises's SER Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Serina Therapeutics (SER) position steady in Q2 2026 at 18,800 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Avidian Wealth Enterprises first reported a position in SER in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold SER as of Q2 2026.

  • Avidian Wealth Enterprises held 18,800 shares of Serina Therapeutics worth $36.5K as of Q2 2026.
  • Avidian Wealth Enterprises left its Serina Therapeutics share count unchanged in Q2 2026.
  • Serina Therapeutics made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #735 holding.
  • Avidian Wealth Enterprises first reported a position in Serina Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

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