Crescent Grove Advisors’s AIM ImmunoTech AIM Stock Holding History

Crescent Grove Advisors’s Portfolio AIM Stock Details AIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-454	Closed	-$5.55K	–	298
2025 Q1	$5.55K	Buy	+454	New	+$7.29K	﹤0.01%	261

Other funds holding AIM

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Crescent Grove Advisors's AIM Position: Q2 2025 in Review

Crescent Grove Advisors sold out of AIM ImmunoTech (AIM) in Q2 2025, closing a stake of 454 shares — an estimated $5.55K sold.

Crescent Grove Advisors first reported a position in AIM in Q1 2025 and held it in 1 quarter. The position peaked at $5.55K in Q1 2025. 12 funds tracked by Wall St. Rank hold AIM as of Q2 2025.

Crescent Grove Advisors reported no remaining AIM ImmunoTech position as of Q2 2025 after selling out during the quarter.
Crescent Grove Advisors sold 454 AIM ImmunoTech shares in Q2 2025, an estimated $5.55K.
Crescent Grove Advisors first reported a position in AIM ImmunoTech in Q1 2025 and held it in 1 quarter.
Crescent Grove Advisors's AIM ImmunoTech position peaked at $5.55K in Q1 2025.
12 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.