Capital Advisors Ltd’s Weave Communications WEAV Stock Holding History

Capital Advisors Ltd’s Portfolio WEAV Stock Details WEAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Hold	90	–	–	﹤0.01%	1325
2026 Q1	$0	Hold	90	–	–	﹤0.01%	1617
2025 Q4	$1K	Hold	90	–	–	﹤0.01%	1305
2025 Q3	$1K	Hold	90	–	–	﹤0.01%	1313
2025 Q2	$1K	Hold	90	–	–	﹤0.01%	1293
2025 Q1	$1K	Hold	90	–	–	﹤0.01%	1290
2024 Q4	$1K	Hold	90	–	–	﹤0.01%	1326
2024 Q3	$1K	Hold	90	–	–	﹤0.01%	1314
2024 Q2	$1K	Hold	90	–	–	﹤0.01%	1315
2024 Q1	$1K	Hold	90	–	–	﹤0.01%	1295
2023 Q4	$1K	Hold	90	–	–	﹤0.01%	1241
2023 Q3	$1K	Hold	90	–	–	﹤0.01%	1235
2023 Q2	$1K	Hold	90	–	–	﹤0.01%	1240
2023 Q1	$0	Hold	90	–	–	﹤0.01%	1580
2022 Q4	$0	Buy	+90	New	+$442	﹤0.01%	1684

Other funds holding WEAV

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Capital Advisors Ltd's WEAV Position: Q2 2026 in Review

Capital Advisors Ltd held its Weave Communications (WEAV) position steady in Q2 2026 at 90 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Capital Advisors Ltd first reported a position in WEAV in Q4 2022 and has held it in 15 quarters since. 11 funds tracked by Wall St. Rank hold WEAV as of Q2 2026.

Capital Advisors Ltd held 90 shares of Weave Communications worth $1K as of Q2 2026.
Capital Advisors Ltd left its Weave Communications share count unchanged in Q2 2026.
Weave Communications made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1325 holding.
Capital Advisors Ltd first reported a position in Weave Communications in Q4 2022 and has held it in 15 quarters since.
11 funds tracked by Wall St. Rank held Weave Communications as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.