CCM
LONA

Coldstream Capital Management’s LeonaBio Inc LONA Stock Holding History

Coldstream Capital Management’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-264
Closed -$753 – 1287
2025
Q1 		$753 Buy
+264
New +$1.17K ﹤0.01% 3251

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Coldstream Capital Management's LONA Position: Q2 2025 in Review

Coldstream Capital Management sold out of LeonaBio Inc (LONA) in Q2 2025, closing a stake of 264 shares — an estimated $753 sold.

Coldstream Capital Management first reported a position in LONA in Q1 2025 and held it in 1 quarter. The position peaked at $753 in Q1 2025. 50 funds tracked by Wall St. Rank hold LONA as of Q2 2025.

  • Coldstream Capital Management reported no remaining LeonaBio Inc position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 264 LeonaBio Inc shares in Q2 2025, an estimated $753.
  • Coldstream Capital Management first reported a position in LeonaBio Inc in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LeonaBio Inc position peaked at $753 in Q1 2025.
  • 50 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.