Burney Company’s Liquidia Corp LQDA Stock Holding History

Burney Company’s Portfolio LQDA Stock Details LQDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.23M	Buy	53,008 +4,527	+9%	+$243K	0.11%	151
2026 Q1	$1.83M	Buy	+48,481	New	+$1.8M	0.06%	232

Other funds holding LQDA

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return