FFO
LXEO icon

Fortitude Family Office’s Lexeo Therapeutics LXEO Stock Holding History

Fortitude Family Office’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Buy
228
+23
+11% +$124 ﹤0.01% 1736
2026
Q1 		$1.18K Buy
205
+81
+65% +$574 ﹤0.01% 1467
2025
Q4 		$1.23K Hold
124
– – ﹤0.01% 1375
2025
Q3 		$823 Buy
+124
New +$600 ﹤0.01% 1610

Other funds holding LXEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office's LXEO Position: Q2 2026 in Review

Fortitude Family Office increased its Lexeo Therapeutics (LXEO) stake by 11% in Q2 2026, buying an estimated $124 and bringing the position to 228 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Fortitude Family Office first reported a position in LXEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23K in Q4 2025. 16 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Fortitude Family Office held 228 shares of Lexeo Therapeutics worth $1.06K as of Q2 2026.
  • Fortitude Family Office bought 23 Lexeo Therapeutics shares in Q2 2026, an estimated $124.
  • Lexeo Therapeutics made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1736 holding.
  • Fortitude Family Office first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Lexeo Therapeutics position peaked at $1.23K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.