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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beaconlight Capital's QDEL Position: Q1 2026 in Review

Beaconlight Capital reduced its QuidelOrtho (QDEL) stake by 36% in Q1 2026, selling an estimated $2.14M and leaving 152,057 shares worth $2.5M. The position accounts for 1.32% of the portfolio, ranked #23.

Beaconlight Capital first reported a position in QDEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.9M in Q4 2024. 238 funds tracked by Wall St. Rank hold QDEL as of Q1 2026.

  • Beaconlight Capital held 152,057 shares of QuidelOrtho worth $2.5M as of Q1 2026.
  • Beaconlight Capital sold 86,992 QuidelOrtho shares in Q1 2026, an estimated $2.14M.
  • QuidelOrtho made up 1.32% of Beaconlight Capital's portfolio in Q1 2026, its #23 holding.
  • Beaconlight Capital first reported a position in QuidelOrtho in Q3 2024 and has held it in 7 quarters since.
  • Beaconlight Capital's QuidelOrtho position peaked at $24.9M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held QuidelOrtho as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.