CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Ardelyx ARDX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Buy
24,307
+4,360
+22% +$28.8K ﹤0.01% 2748
2025
Q4 		$116K Sell
19,947
-1,896
-9% -$10.6K ﹤0.01% 2595
2025
Q3 		$120K Buy
21,843
+9,942
+84% +$54K ﹤0.01% 2493
2025
Q2 		$46.7K Sell
11,901
-4,833
-29% -$19.9K ﹤0.01% 2431
2025
Q1 		$82.2K Buy
+16,734
New +$89.9K ﹤0.01% 2251
2023
Q2 		– Sell
-10,099
Closed -$48.4K – 2528
2023
Q1 		$48.4K Buy
+10,099
New +$34.1K ﹤0.01% 2215
2022
Q3 		– Sell
-5,665
Closed -$3K – 2176
2022
Q2 		$3K Hold
5,665
– – ﹤0.01% 4278
2022
Q1 		$6K Buy
5,665
+2,500
+79% +$2.23K ﹤0.01% 4046
2021
Q4 		$3K Buy
3,165
+1,665
+111% +$1.98K ﹤0.01% 4255
2021
Q3 		$2K Buy
1,500
+750
+100% +$2K ﹤0.01% 4231
2021
Q2 		$6K Buy
750
+250
+50% +$1.85K ﹤0.01% 3764
2021
Q1 		$3K Buy
+500
New +$3.43K ﹤0.01% 3887

Other funds holding ARDX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return