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HighMark Wealth Management’s WIX.com WIX Stock Holding History

HighMark Wealth Management’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$15.8K – 675
2025
Q2 		$15.8K Hold
100
– – 0.01% 255
2025
Q1 		$16.3K Hold
100
– – 0.01% 218
2024
Q4 		$21.5K Hold
100
– – 0.01% 194
2024
Q3 		$16.7K Sell
100
-110
-52% -$17.7K 0.01% 222
2024
Q2 		$33.4K Hold
210
– – 0.02% 160
2024
Q1 		$28.9K Hold
210
– – 0.02% 172
2023
Q4 		$25.8K Buy
+210
New +$20.3K 0.02% 171

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HighMark Wealth Management's WIX Position: Q3 2025 in Review

HighMark Wealth Management sold out of WIX.com (WIX) in Q3 2025, closing a stake of 100 shares — an estimated $15.8K sold.

HighMark Wealth Management first reported a position in WIX in Q4 2023 and held it in 7 quarters. The position peaked at $33.4K in Q2 2024. 426 funds tracked by Wall St. Rank hold WIX as of Q3 2025.

  • HighMark Wealth Management reported no remaining WIX.com position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 100 WIX.com shares in Q3 2025, an estimated $15.8K.
  • HighMark Wealth Management first reported a position in WIX.com in Q4 2023 and held it in 7 quarters.
  • HighMark Wealth Management's WIX.com position peaked at $33.4K in Q2 2024.
  • 426 funds tracked by Wall St. Rank held WIX.com as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.