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Forum Finance Group’s Adaptive Biotechnologies ADPT Stock Holding History

Forum Finance Group’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 		– Sell
-3,600
Closed -$39K – 345
2026
Q1 		$39K Buy
+3,600
New +$57.4K 0.02% 213

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

Forum Finance Group's ADPT Position: Q2 2026 in Review

Forum Finance Group sold out of Adaptive Biotechnologies (ADPT) in Q2 2026, closing a stake of 3,600 shares — an estimated $39K sold.

Forum Finance Group first reported a position in ADPT in Q1 2026 and held it in 1 quarter. The position peaked at $39K in Q1 2026. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Forum Finance Group reported no remaining Adaptive Biotechnologies position as of Q2 2026 after selling out during the quarter.
  • Forum Finance Group sold 3,600 Adaptive Biotechnologies shares in Q2 2026, an estimated $39K.
  • Forum Finance Group first reported a position in Adaptive Biotechnologies in Q1 2026 and held it in 1 quarter.
  • Forum Finance Group's Adaptive Biotechnologies position peaked at $39K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.