EH
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Equitable Holdings’s Sera Prognostics SERA Stock Holding History

Equitable Holdings’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$27.7K – 1583
2025
Q2 		$27.7K Sell
10,000
-22,293
-69% -$55.2K ﹤0.01% 1445
2025
Q1 		$119K Buy
+32,293
New +$164K ﹤0.01% 1290

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Equitable Holdings's SERA Position: Q3 2025 in Review

Equitable Holdings sold out of Sera Prognostics (SERA) in Q3 2025, closing a stake of 10,000 shares — an estimated $27.7K sold.

Equitable Holdings first reported a position in SERA in Q1 2025 and held it in 2 quarters. The position peaked at $119K in Q1 2025. 62 funds tracked by Wall St. Rank hold SERA as of Q3 2025.

  • Equitable Holdings reported no remaining Sera Prognostics position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 10,000 Sera Prognostics shares in Q3 2025, an estimated $27.7K.
  • Equitable Holdings first reported a position in Sera Prognostics in Q1 2025 and held it in 2 quarters.
  • Equitable Holdings's Sera Prognostics position peaked at $119K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.