Covestor’s Acadia Pharmaceuticals ACAD Stock Holding History

Covestor’s Portfolio ACAD Stock Details ACAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70K	Sell	3,123 -7,572	-71%	-$181K	0.05%	480
2025 Q4	$286K	Buy	10,695 +281	+3%	+$6.71K	0.15%	115
2025 Q3	$222K	Sell	10,414 -5,571	-35%	-$132K	0.12%	169
2025 Q2	$345K	Buy	15,985 +15,135	+1,781%	+$281K	0.2%	58
2025 Q1	$15K	Buy	850 +6	+0.7%	+$109	0.01%	1275
2024 Q4	$16K	Buy	844 +175	+26%	+$2.83K	0.01%	1286
2024 Q3	$10K	Sell	669 -2	-0.3%	-$33	0.01%	1536
2024 Q2	$11K	Sell	671 -1,361	-67%	-$22K	0.01%	1445
2024 Q1	$38K	Buy	2,032 +840	+70%	+$20.8K	0.02%	978
2023 Q4	$37K	Buy	1,192 +608	+104%	+$14.5K	0.03%	967
2023 Q3	$12K	Buy	584 +572	+4,767%	+$15.5K	0.01%	1315
2023 Q2	$0	Hold	12	–	–	﹤0.01%	2057
2023 Q1	$0	Sell	12 -3	-20%	-$57	﹤0.01%	1931
2022 Q4	$0	Sell	15 -14	-48%	-$219	﹤0.01%	1979
2022 Q3	$0	Buy	29 +10	+53%	+$162	﹤0.01%	1908
2022 Q2	$0	Sell	19 -143	-88%	-$2.67K	﹤0.01%	1840
2022 Q1	$4K	Sell	162 -6	-4%	-$145	﹤0.01%	1520
2021 Q4	$4K	Buy	+168	New	+$3.38K	0.01%	1365

Other funds holding ACAD

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return