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 Q3	$219	Buy	+64	New	+$275	﹤0.01%	2942
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	–	1657
2024 Q1	$1.46K	Buy	+200	New	+$1.71K	﹤0.01%	2176

Other funds holding ARDX

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

CoreCap Advisors's ARDX Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Ardelyx (ARDX) in Q3 2026: 64 shares worth $219. The stake represents ﹤0.01% of the portfolio and ranks #2942 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in ARDX as recently as Q1 2026.

CoreCap Advisors first reported a position in ARDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46K in Q1 2024. 22 funds tracked by Wall St. Rank hold ARDX as of Q3 2026.

CoreCap Advisors held 64 shares of Ardelyx worth $219 as of Q3 2026.
Ardelyx was a new CoreCap Advisors position in Q3 2026.
Ardelyx made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2942 holding.
CoreCap Advisors first reported a position in Ardelyx in Q1 2024 and has held it in 9 quarters since.
CoreCap Advisors's Ardelyx position peaked at $1.46K in Q1 2024.
22 funds tracked by Wall St. Rank held Ardelyx as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.