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Financial Consulate’s Adaptive Biotechnologies ADPT Stock Holding History

Financial Consulate’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322 Sell
15
-25
-63% -$383 ﹤0.01% 1386
2026
Q1 		$556 Hold
40
– – ﹤0.01% 1221
2025
Q4 		$650 Hold
40
– – ﹤0.01% 1095
2025
Q3 		$599 Buy
+40
New +$487 ﹤0.01% 950

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Consulate's ADPT Position: Q2 2026 in Review

Financial Consulate reduced its Adaptive Biotechnologies (ADPT) stake by 63% in Q2 2026, selling an estimated $383 and leaving 15 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Financial Consulate first reported a position in ADPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $650 in Q4 2025. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Financial Consulate held 15 shares of Adaptive Biotechnologies worth $322 as of Q2 2026.
  • Financial Consulate sold 25 Adaptive Biotechnologies shares in Q2 2026, an estimated $383.
  • Adaptive Biotechnologies made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1386 holding.
  • Financial Consulate first reported a position in Adaptive Biotechnologies in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Adaptive Biotechnologies position peaked at $650 in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.