BCM
VXRT

Birch Capital Management’s Vaxart VXRT Stock Holding History

Birch Capital Management’s Portfolio VXRT Stock Details VXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22
Closed -$10 – 81
2025
Q2 		$10 Hold
22
– – ﹤0.01% 80
2025
Q1 		$9 Hold
22
– – ﹤0.01% 82
2024
Q4 		$15 Sell
22
-11
-33% -$8 ﹤0.01% 84
2024
Q3 		$28 Hold
33
– – ﹤0.01% 84
2024
Q2 		$22 Hold
33
– – ﹤0.01% 85
2024
Q1 		$43 Buy
+33
New +$35 ﹤0.01% 87

Other funds holding VXRT

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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Birch Capital Management's VXRT Position: Q3 2025 in Review

Birch Capital Management sold out of Vaxart (VXRT) in Q3 2025, closing a stake of 22 shares — an estimated $10 sold.

Birch Capital Management first reported a position in VXRT in Q1 2024 and held it in 6 quarters. The position peaked at $43 in Q1 2024. 17 funds tracked by Wall St. Rank hold VXRT as of Q3 2025.

  • Birch Capital Management reported no remaining Vaxart position as of Q3 2025 after selling out during the quarter.
  • Birch Capital Management sold 22 Vaxart shares in Q3 2025, an estimated $10.
  • Birch Capital Management first reported a position in Vaxart in Q1 2024 and held it in 6 quarters.
  • Birch Capital Management's Vaxart position peaked at $43 in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Vaxart as of Q3 2025.

Based on Birch Capital Management's 13F filing for Q3 2025, filed 27 Oct 2025.