Bouvel Investment Partners’s Strata Critical Medical Inc SRTA Stock Holding History

Bouvel Investment Partners’s Portfolio SRTA Stock Details SRTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-243,672	Closed	-$1.17M	–	79
2025 Q4	$1.17M	Sell	243,672 -2,561	-1%	-$12.4K	0.34%	68
2025 Q3	$1.25M	Sell	246,233 -9,237	-4%	-$40.8K	0.38%	67
2025 Q2	$1.03M	Sell	255,470 -13,397	-5%	-$43.6K	0.35%	64
2025 Q1	$790K	Buy	268,867 +3,434	+1%	+$12.3K	0.3%	72
2024 Q4	$1.13M	Sell	265,433 -3,434	-1%	-$13.1K	0.41%	62
2024 Q3	$790K	Sell	268,867 -2,058	-0.8%	-$6.55K	0.3%	72
2024 Q2	$943K	Buy	270,925 +1,958	+0.7%	+$6.53K	0.36%	66
2024 Q1	$767K	Buy	268,967 +89,353	+50%	+$276K	0.33%	68
2023 Q4	$634K	Buy	179,614 +4,453	+3%	+$12.8K	0.3%	72
2023 Q3	$454K	Buy	+175,161	New	+$615K	0.25%	74

Other funds holding SRTA

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $366M AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bouvel Investment Partners's SRTA Position: Q1 2026 in Review

Bouvel Investment Partners sold out of Strata Critical Medical Inc (SRTA) in Q1 2026, closing a stake of 243,672 shares — an estimated $1.17M sold.

Bouvel Investment Partners first reported a position in SRTA in Q3 2023 and held it in 10 quarters. The position peaked at $1.25M in Q3 2025. 125 funds tracked by Wall St. Rank hold SRTA as of Q1 2026.

Bouvel Investment Partners reported no remaining Strata Critical Medical Inc position as of Q1 2026 after selling out during the quarter.
Bouvel Investment Partners sold 243,672 Strata Critical Medical Inc shares in Q1 2026, an estimated $1.17M.
Bouvel Investment Partners first reported a position in Strata Critical Medical Inc in Q3 2023 and held it in 10 quarters.
Bouvel Investment Partners's Strata Critical Medical Inc position peaked at $1.25M in Q3 2025.
125 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2026.

Based on Bouvel Investment Partners's 13F filing for Q1 2026, filed 10 Apr 2026.