EPG
AUUD

Estate Planners Group’s Auddia AUUD Stock Holding History

Estate Planners Group’s Portfolio AUUD Stock Details AUUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$16 – 107
2025
Q4 		$16 Buy
+2
New +$20 ﹤0.01% 468

Other funds holding AUUD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Estate Planners Group's AUUD Position: Q1 2026 in Review

Estate Planners Group sold out of Auddia (AUUD) in Q1 2026, closing a stake of 2 shares — an estimated $16 sold.

Estate Planners Group first reported a position in AUUD in Q4 2025 and held it in 1 quarter. The position peaked at $16 in Q4 2025. 3 funds tracked by Wall St. Rank hold AUUD as of Q1 2026.

  • Estate Planners Group reported no remaining Auddia position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 2 Auddia shares in Q1 2026, an estimated $16.
  • Estate Planners Group first reported a position in Auddia in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Auddia position peaked at $16 in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Auddia as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.