CWA
VXRT

Cascade Wealth Advisors’s Vaxart VXRT Stock Holding History

Cascade Wealth Advisors’s Portfolio VXRT Stock Details VXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,035
Closed -$9.51K – 63
2025
Q2 		$9.51K Buy
+25,035
New +$10.9K 0.01% 56

Other funds holding VXRT

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cascade Wealth Advisors's VXRT Position: Q3 2025 in Review

Cascade Wealth Advisors sold out of Vaxart (VXRT) in Q3 2025, closing a stake of 25,035 shares — an estimated $9.51K sold.

Cascade Wealth Advisors first reported a position in VXRT in Q2 2025 and held it in 1 quarter. The position peaked at $9.51K in Q2 2025. 17 funds tracked by Wall St. Rank hold VXRT as of Q3 2025.

  • Cascade Wealth Advisors reported no remaining Vaxart position as of Q3 2025 after selling out during the quarter.
  • Cascade Wealth Advisors sold 25,035 Vaxart shares in Q3 2025, an estimated $9.51K.
  • Cascade Wealth Advisors first reported a position in Vaxart in Q2 2025 and held it in 1 quarter.
  • Cascade Wealth Advisors's Vaxart position peaked at $9.51K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Vaxart as of Q3 2025.

Based on Cascade Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.