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Capital Advisors Ltd’s Wave Life Sciences WVE Stock Holding History

Capital Advisors Ltd’s Portfolio WVE Stock Details WVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15K Hold
2,500
– – ﹤0.01% 764
2026
Q1 		$18K Buy
+2,500
New +$32.6K ﹤0.01% 699

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DCM
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6CM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

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

Capital Advisors Ltd held its Wave Life Sciences (WVE) position steady in Q2 2026 at 2,500 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Capital Advisors Ltd first reported a position in WVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $18K in Q1 2026. 239 funds tracked by Wall St. Rank hold WVE as of Q2 2026.

  • Capital Advisors Ltd held 2,500 shares of Wave Life Sciences worth $15K as of Q2 2026.
  • Capital Advisors Ltd left its Wave Life Sciences share count unchanged in Q2 2026.
  • Wave Life Sciences made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #764 holding.
  • Capital Advisors Ltd first reported a position in Wave Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisors Ltd's Wave Life Sciences position peaked at $18K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Wave Life Sciences as of Q2 2026.

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