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Clearstead Advisors’s Lexeo Therapeutics LXEO Stock Holding History

Clearstead Advisors’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28 Buy
+6
New +$32 ﹤0.01% 3557
2026
Q1 		– Sell
-4
Closed -$40 – 2598
2025
Q4 		$40 Sell
4
-300
-99% -$2.74K ﹤0.01% 2634
2025
Q3 		$2.02K Buy
+304
New +$1.47K ﹤0.01% 2445

Other funds holding LXEO

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Clearstead Advisors's LXEO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Lexeo Therapeutics (LXEO) in Q2 2026: 6 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #3557 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LXEO as recently as Q4 2025.

Clearstead Advisors first reported a position in LXEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.02K in Q3 2025. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Clearstead Advisors held 6 shares of Lexeo Therapeutics worth $28 as of Q2 2026.
  • Lexeo Therapeutics was a new Clearstead Advisors position in Q2 2026.
  • Lexeo Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3557 holding.
  • Clearstead Advisors first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Lexeo Therapeutics position peaked at $2.02K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.