Clark Wealth Partners’s 23andMe Holding Co ME Stock Holding History

Clark Wealth Partners’s Portfolio ME Stock Details ME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$3	–	619
2024 Q4	$3	Buy	+1	New	+$4	﹤0.01%	528

Other funds holding ME

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clark Wealth Partners's ME Position: Q1 2025 in Review

Clark Wealth Partners sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 1 share — an estimated $3 sold.

Clark Wealth Partners first reported a position in ME in Q4 2024 and held it in 1 quarter. The position peaked at $3 in Q4 2024. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

Clark Wealth Partners reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
Clark Wealth Partners sold 1 23andMe Holding Co share in Q1 2025, an estimated $3.
Clark Wealth Partners first reported a position in 23andMe Holding Co in Q4 2024 and held it in 1 quarter.
Clark Wealth Partners's 23andMe Holding Co position peaked at $3 in Q4 2024.
12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Clark Wealth Partners's 13F filing for Q1 2025, filed 4 Feb 2026.