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Beaconlight Capital’s QuidelOrtho QDEL Stock Holding History

Beaconlight Capital’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Sell
102,800
-49,257
-32% -$651K 0.64% 30
2026
Q1 		$2.5M Sell
152,057
-86,992
-36% -$2.14M 1.32% 23
2025
Q4 		$6.83M Buy
239,049
+39,928
+20% +$1.08M 3.99% 11
2025
Q3 		$5.86M Buy
199,121
+66,758
+50% +$1.83M 2.89% 15
2025
Q2 		$3.81M Sell
132,363
-209,652
-61% -$6.2M 2.18% 20
2025
Q1 		$12M Sell
342,015
-217,867
-39% -$8.89M 8.01% 5
2024
Q4 		$24.9M Buy
559,882
+161,810
+41% +$6.62M 9.25% 3
2024
Q3 		$18.2M Buy
+398,072
New +$16.1M 7.39% 4

Other funds holding QDEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beaconlight Capital's QDEL Position: Q2 2026 in Review

Beaconlight Capital reduced its QuidelOrtho (QDEL) stake by 32% in Q2 2026, selling an estimated $651K and leaving 102,800 shares worth $1.8M. The position accounts for 0.64% of the portfolio, ranked #30.

Beaconlight Capital first reported a position in QDEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.9M in Q4 2024. 245 funds tracked by Wall St. Rank hold QDEL as of Q2 2026.

  • Beaconlight Capital held 102,800 shares of QuidelOrtho worth $1.8M as of Q2 2026.
  • Beaconlight Capital sold 49,257 QuidelOrtho shares in Q2 2026, an estimated $651K.
  • QuidelOrtho made up 0.64% of Beaconlight Capital's portfolio in Q2 2026, its #30 holding.
  • Beaconlight Capital first reported a position in QuidelOrtho in Q3 2024 and has held it in 8 quarters since.
  • Beaconlight Capital's QuidelOrtho position peaked at $24.9M in Q4 2024.
  • 245 funds tracked by Wall St. Rank held QuidelOrtho as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.