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Birch Hill Investment Advisors’s Sera Prognostics SERA Stock Holding History

Birch Hill Investment Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.7K Hold
27,293
– – ﹤0.01% 211
2026
Q1 		$55.4K Hold
27,293
– – ﹤0.01% 195
2025
Q4 		$80.5K Hold
27,293
– – ﹤0.01% 200
2025
Q3 		$83.5K Buy
+27,293
New +$77.7K ﹤0.01% 197

Other funds holding SERA

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $1.78B AUM 107.3% 1-Year Est. Return

Birch Hill Investment Advisors's SERA Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Sera Prognostics (SERA) position steady in Q2 2026 at 27,293 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Birch Hill Investment Advisors first reported a position in SERA in Q3 2025 and has held it in 4 quarters since. The position peaked at $83.5K in Q3 2025. 18 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Birch Hill Investment Advisors held 27,293 shares of Sera Prognostics worth $49.7K as of Q2 2026.
  • Birch Hill Investment Advisors left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Birch Hill Investment Advisors first reported a position in Sera Prognostics in Q3 2025 and has held it in 4 quarters since.
  • Birch Hill Investment Advisors's Sera Prognostics position peaked at $83.5K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.