EDRH
ME

Edmond de Rothschild Holding’s 23andMe Holding Co ME Stock Holding History

Edmond de Rothschild Holding’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-175
Closed -$569 – 640
2024
Q4 		$569 Hold
175
– – ﹤0.01% 610
2024
Q3 		$1.22K Hold
175
– – ﹤0.01% 625
2024
Q2 		$1.37K Hold
175
– – ﹤0.01% 661
2024
Q1 		$1.86K Hold
175
– – ﹤0.01% 672
2023
Q4 		$3.2K Hold
175
– – ﹤0.01% 677
2023
Q3 		$3.42K Hold
175
– – ﹤0.01% 691
2023
Q2 		$6.13K Hold
175
– – ﹤0.01% 699
2023
Q1 		$7.98K Hold
175
– – ﹤0.01% 694
2022
Q4 		$7.56K Hold
175
– – ﹤0.01% 751
2022
Q3 		$10K Hold
175
– – ﹤0.01% 775
2022
Q2 		$9K Buy
+175
New +$10.1K ﹤0.01% 763
2022
Q1 		– Sell
-175
Closed -$23K – 856
2021
Q4 		$23K Hold
175
– – ﹤0.01% 766
2021
Q3 		$32K Hold
175
– – ﹤0.01% 718
2021
Q2 		$41K Buy
175
+125
+250% +$26K ﹤0.01% 683
2021
Q1 		$10K Buy
+50
New +$12.2K ﹤0.01% 695

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Edmond de Rothschild Holding's ME Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 175 shares — an estimated $569 sold.

Edmond de Rothschild Holding first reported a position in ME in Q1 2021 and held it in 15 quarters. The position peaked at $41K in Q2 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Edmond de Rothschild Holding reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 175 23andMe Holding Co shares in Q1 2025, an estimated $569.
  • Edmond de Rothschild Holding first reported a position in 23andMe Holding Co in Q1 2021 and held it in 15 quarters.
  • Edmond de Rothschild Holding's 23andMe Holding Co position peaked at $41K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.