Charles Schwab
IRD

Charles Schwab’s Opus Genetics IRD Stock Holding History

Charles Schwab’s Portfolio IRD Stock Details IRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$678K Buy
165,053
+130,053
+372% +$607K ﹤0.01% 3137
2026
Q1 		$159K Buy
+35,000
New +$121K ﹤0.01% 3325
2023
Q1 		– Sell
-14,928
Closed -$52.7K – 3599
2022
Q4 		$52.7K Hold
14,928
– – ﹤0.01% 3347
2022
Q3 		$31K Hold
14,928
– – ﹤0.01% 3428
2022
Q2 		$29K Buy
+14,928
New +$33.9K ﹤0.01% 3483

Other funds holding IRD

CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BCM
BIOS Capital Management Fort Worth, Texas $41.7M AUM 34.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $630M AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab's IRD Position: Q2 2026 in Review

Charles Schwab increased its Opus Genetics (IRD) stake by 372% in Q2 2026, buying an estimated $607K and bringing the position to 165,053 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Charles Schwab first reported a position in IRD in Q2 2022 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold IRD as of Q2 2026.

  • Charles Schwab held 165,053 shares of Opus Genetics worth $678K as of Q2 2026.
  • Charles Schwab bought 130,053 Opus Genetics shares in Q2 2026, an estimated $607K.
  • Opus Genetics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3137 holding.
  • Charles Schwab first reported a position in Opus Genetics in Q2 2022 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.