BA
LONA

Bristlecone Advisors’s LeonaBio Inc LONA Stock Holding History

Bristlecone Advisors’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,220
Closed -$71.9K – 296
2025
Q1 		$71.9K Sell
25,220
-8,531
-25% -$37.8K 0.01% 306
2024
Q4 		$198K Hold
33,751
– – 0.02% 275
2024
Q3 		$151K Buy
33,751
+25,220
+296% +$592K 0.01% 286
2024
Q2 		$226K Hold
8,531
– – 0.02% 259
2024
Q1 		$234K Hold
8,531
– – 0.02% 259
2023
Q4 		$207K Hold
8,531
– – 0.02% 262
2023
Q3 		$172K Hold
8,531
– – 0.02% 258
2023
Q2 		$252K Hold
8,531
– – 0.03% 238
2023
Q1 		$213K Sell
8,531
-61,132
-88% -$1.97M 0.02% 254
2022
Q4 		$2.21M Sell
69,663
-430
-0.6% -$13.5K 0.27% 80
2022
Q3 		$2.08M Hold
70,093
– – 0.27% 76
2022
Q2 		$2.14M Sell
70,093
-6,063
-8% -$556K 0.26% 81
2022
Q1 		$10.3M Hold
76,156
– – 1.26% 21
2021
Q4 		$9.92M Hold
76,156
– – 1.19% 18
2021
Q3 		$7.14M Hold
76,156
– – 0.93% 22
2021
Q2 		$7.8M Buy
+76,156
New +$13.3M 1.06% 22

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bristlecone Advisors's LONA Position: Q2 2025 in Review

Bristlecone Advisors sold out of LeonaBio Inc (LONA) in Q2 2025, closing a stake of 25,220 shares — an estimated $71.9K sold.

Bristlecone Advisors first reported a position in LONA in Q2 2021 and held it in 16 quarters. The position peaked at $10.3M in Q1 2022. 50 funds tracked by Wall St. Rank hold LONA as of Q2 2025.

  • Bristlecone Advisors reported no remaining LeonaBio Inc position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 25,220 LeonaBio Inc shares in Q2 2025, an estimated $71.9K.
  • Bristlecone Advisors first reported a position in LeonaBio Inc in Q2 2021 and held it in 16 quarters.
  • Bristlecone Advisors's LeonaBio Inc position peaked at $10.3M in Q1 2022.
  • 50 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.