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Caprock Group’s Sera Prognostics SERA Stock Holding History

Caprock Group’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,523
Closed -$108K – 1289
2025
Q3 		$108K Buy
+33,523
New +$95.5K ﹤0.01% 1098
2025
Q1 		$123K Buy
+33,523
New +$171K ﹤0.01% 1034

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caprock Group's SERA Position: Q4 2025 in Review

Caprock Group sold out of Sera Prognostics (SERA) in Q4 2025, closing a stake of 33,523 shares — an estimated $108K sold.

Caprock Group first reported a position in SERA in Q1 2025 and held it in 2 quarters. The position peaked at $123K in Q1 2025. 57 funds tracked by Wall St. Rank hold SERA as of Q4 2025.

  • Caprock Group reported no remaining Sera Prognostics position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 33,523 Sera Prognostics shares in Q4 2025, an estimated $108K.
  • Caprock Group first reported a position in Sera Prognostics in Q1 2025 and held it in 2 quarters.
  • Caprock Group's Sera Prognostics position peaked at $123K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Sera Prognostics as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.