CoreCap Advisors’s Ardelyx ARDX Stock Holding History

CoreCap Advisors’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200	Closed	-$1.2K	–	3176
2026 Q1	$1.2K	Hold	200	–	–	﹤0.01%	2506
2025 Q4	$1.17K	Hold	200	–	–	﹤0.01%	2572
2025 Q3	$1.1K	Hold	200	–	–	﹤0.01%	2469
2025 Q2	$784	Sell	200 -57	-22%	-$235	﹤0.01%	2455
2025 Q1	$1.26K	Hold	257	–	–	﹤0.01%	2473
2024 Q4	$1.3K	Buy	257 +57	+29%	+$315	﹤0.01%	2323
2024 Q3	$1.38K	Buy	+200	New	+$1.18K	﹤0.01%	2227
2024 Q2	–	Sell	-200	Closed	-$1.46K	–	1659
2024 Q1	$1.46K	Buy	+200	New	+$1.71K	﹤0.01%	2176

Other funds holding ARDX

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

V.M. Manning & Co Greenville, South Carolina $117M AUM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM