CWP
VXRT

Concord Wealth Partners’s Vaxart VXRT Stock Holding History

Concord Wealth Partners’s Portfolio VXRT Stock Details VXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-75
Closed -$27 – 898
2025
Q3 		$27 Hold
75
– – ﹤0.01% 822
2025
Q2 		$34 Hold
75
– – ﹤0.01% 848
2025
Q1 		$31 Hold
75
– – ﹤0.01% 800
2024
Q4 		$50 Hold
75
– – ﹤0.01% 909
2024
Q3 		$64 Hold
75
– – ﹤0.01% 944
2024
Q2 		$50 Hold
75
– – ﹤0.01% 820
2024
Q1 		$98 Hold
75
– – ﹤0.01% 836
2023
Q4 		$43 Hold
75
– – ﹤0.01% 799
2023
Q3 		$57 Hold
75
– – ﹤0.01% 1018
2023
Q2 		$55 Hold
75
– – ﹤0.01% 1025
2023
Q1 		$57 Hold
75
– – ﹤0.01% 973
2022
Q4 		$72 Buy
+75
New +$106 ﹤0.01% 1232
2022
Q3 		– Sell
-75
Closed – – 1143
2022
Q2 		$0 Hold
75
– – ﹤0.01% 1390
2022
Q1 		$0 Hold
75
– – ﹤0.01% 1403
2021
Q4 		$0 Buy
+75
New +$512 ﹤0.01% 1355

Other funds holding VXRT

HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Concord Wealth Partners's VXRT Position: Q4 2025 in Review

Concord Wealth Partners sold out of Vaxart (VXRT) in Q4 2025, closing a stake of 75 shares — an estimated $27 sold.

Concord Wealth Partners first reported a position in VXRT in Q4 2021 and held it in 15 quarters. The position peaked at $98 in Q1 2024. 5 funds tracked by Wall St. Rank hold VXRT as of Q4 2025.

  • Concord Wealth Partners reported no remaining Vaxart position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 75 Vaxart shares in Q4 2025, an estimated $27.
  • Concord Wealth Partners first reported a position in Vaxart in Q4 2021 and held it in 15 quarters.
  • Concord Wealth Partners's Vaxart position peaked at $98 in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Vaxart as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.