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Cassady Wealth & Retirement Planning’s ADMA Biologics ADMA Stock Holding History

Cassady Wealth & Retirement Planning’s Portfolio ADMA Stock Details ADMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Hold
10,000
– – 0.05% 101
2025
Q4 		$182K Buy
+10,000
New +$169K 0.12% 97

Other funds holding ADMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cassady Wealth & Retirement Planning's ADMA Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning held its ADMA Biologics (ADMA) position steady in Q1 2026 at 10,000 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #101.

Cassady Wealth & Retirement Planning first reported a position in ADMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $182K in Q4 2025. 356 funds tracked by Wall St. Rank hold ADMA as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 10,000 shares of ADMA Biologics worth $103K as of Q1 2026.
  • Cassady Wealth & Retirement Planning left its ADMA Biologics share count unchanged in Q1 2026.
  • ADMA Biologics made up 0.05% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #101 holding.
  • Cassady Wealth & Retirement Planning first reported a position in ADMA Biologics in Q4 2025 and has held it in 2 quarters since.
  • Cassady Wealth & Retirement Planning's ADMA Biologics position peaked at $182K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held ADMA Biologics as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.