Elmwood Wealth Management’s Codexis CDXS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.7K Sell
12,695
-9,000
-41% -$22.4K 0.01% 200
2026
Q1
$35.4K Hold
21,695
0.01% 178
2025
Q4
$35.4K Hold
21,695
0.01% 171
2025
Q3
$52.9K Hold
21,695
0.02% 139
2025
Q2
$52.9K Buy
+21,695
New +$50.9K 0.02% 128
2024
Q3
Sell
-10,350
Closed -$32.1K 129
2024
Q2
$32.1K Buy
+10,350
New +$33.2K 0.01% 123

Other funds holding CDXS

Elmwood Wealth Management's CDXS Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Codexis (CDXS) stake by 41% in Q2 2026, selling an estimated $22.4K and leaving 12,695 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #200.

Elmwood Wealth Management first reported a position in CDXS in Q2 2024 and has held it in 6 quarters since. The position peaked at $52.9K in Q3 2025. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • Elmwood Wealth Management held 12,695 shares of Codexis worth $28.7K as of Q2 2026.
  • Elmwood Wealth Management sold 9,000 Codexis shares in Q2 2026, an estimated $22.4K.
  • Codexis made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Elmwood Wealth Management first reported a position in Codexis in Q2 2024 and has held it in 6 quarters since.
  • Elmwood Wealth Management's Codexis position peaked at $52.9K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.