Charles Schwab
AARD

Charles Schwab’s Aardvark Therapeutics AARD Stock Holding History

Charles Schwab’s Portfolio AARD Stock Details AARD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Sell
28,000
-3,533
-11% -$36.6K ﹤0.01% 3374
2025
Q4 		$414K Buy
31,533
+17,293
+121% +$216K ﹤0.01% 3208
2025
Q3 		$189K Hold
14,240
– – ﹤0.01% 3352
2025
Q2 		$193K Buy
+14,240
New +$147K ﹤0.01% 3378

Other funds holding AARD

DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab's AARD Position: Q1 2026 in Review

Charles Schwab reduced its Aardvark Therapeutics (AARD) stake by 11% in Q1 2026, selling an estimated $36.6K and leaving 28,000 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Charles Schwab first reported a position in AARD in Q2 2025 and has held it in 4 quarters since. The position peaked at $414K in Q4 2025. 79 funds tracked by Wall St. Rank hold AARD as of Q1 2026.

  • Charles Schwab held 28,000 shares of Aardvark Therapeutics worth $106K as of Q1 2026.
  • Charles Schwab sold 3,533 Aardvark Therapeutics shares in Q1 2026, an estimated $36.6K.
  • Aardvark Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3374 holding.
  • Charles Schwab first reported a position in Aardvark Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • Charles Schwab's Aardvark Therapeutics position peaked at $414K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Aardvark Therapeutics as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.