Charles Schwab
BOLD

Charles Schwab’s Boundless Bio BOLD Stock Holding History

Charles Schwab’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,458
Closed -$61.1K – 3600
2025
Q1 		$61.1K Hold
40,458
– – ﹤0.01% 3389
2024
Q4 		$117K Buy
40,458
+25,809
+176% +$75.2K ﹤0.01% 3385
2024
Q3 		$50.8K Hold
14,649
– – ﹤0.01% 3412
2024
Q2 		$56.7K Buy
+14,649
New +$140K ﹤0.01% 3502

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab's BOLD Position: Q2 2025 in Review

Charles Schwab sold out of Boundless Bio (BOLD) in Q2 2025, closing a stake of 40,458 shares — an estimated $61.1K sold.

Charles Schwab first reported a position in BOLD in Q2 2024 and held it in 4 quarters. The position peaked at $117K in Q4 2024. 44 funds tracked by Wall St. Rank hold BOLD as of Q2 2025.

  • Charles Schwab reported no remaining Boundless Bio position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 40,458 Boundless Bio shares in Q2 2025, an estimated $61.1K.
  • Charles Schwab first reported a position in Boundless Bio in Q2 2024 and held it in 4 quarters.
  • Charles Schwab's Boundless Bio position peaked at $117K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Boundless Bio as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.