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Capital Advisors Wealth Management’s Myomo MYO Stock Holding History

Capital Advisors Wealth Management’s Portfolio MYO Stock Details MYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32,100
Closed -$69.3K – 217
2025
Q2 		$69.3K Sell
32,100
-7,700
-19% -$27.9K 0.01% 188
2025
Q1 		$191K Buy
+39,800
New +$227K 0.03% 177

Other funds holding MYO

RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Advisors Wealth Management's MYO Position: Q3 2025 in Review

Capital Advisors Wealth Management sold out of Myomo (MYO) in Q3 2025, closing a stake of 32,100 shares — an estimated $69.3K sold.

Capital Advisors Wealth Management first reported a position in MYO in Q1 2025 and held it in 2 quarters. The position peaked at $191K in Q1 2025. 66 funds tracked by Wall St. Rank hold MYO as of Q3 2025.

  • Capital Advisors Wealth Management reported no remaining Myomo position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 32,100 Myomo shares in Q3 2025, an estimated $69.3K.
  • Capital Advisors Wealth Management first reported a position in Myomo in Q1 2025 and held it in 2 quarters.
  • Capital Advisors Wealth Management's Myomo position peaked at $191K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Myomo as of Q3 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.