HighTower Advisors
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HighTower Advisors’s Serina Therapeutics SER Stock Holding History

HighTower Advisors’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,980
Closed -$22.9K – 3969
2025
Q4 		$22.9K Sell
11,980
-6,231
-34% -$25.2K ﹤0.01% 3606
2025
Q3 		$97.6K Buy
18,211
+300
+2% +$1.6K ﹤0.01% 3540
2025
Q2 		$110K Sell
17,911
-3,522
-16% -$20K ﹤0.01% 3449
2025
Q1 		$122K Sell
21,433
-1,000
-4% -$4.73K ﹤0.01% 3322
2024
Q4 		$112K Sell
22,433
-1
-0% -$6 ﹤0.01% 3355
2024
Q3 		$150K Sell
22,434
-48
-0.2% -$381 ﹤0.01% 3220
2024
Q2 		$215K Buy
+22,482
New +$221K ﹤0.01% 2982

Other funds holding SER

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors's SER Position: Q1 2026 in Review

HighTower Advisors sold out of Serina Therapeutics (SER) in Q1 2026, closing a stake of 11,980 shares — an estimated $22.9K sold.

HighTower Advisors first reported a position in SER in Q2 2024 and held it in 7 quarters. The position peaked at $215K in Q2 2024. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • HighTower Advisors reported no remaining Serina Therapeutics position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 11,980 Serina Therapeutics shares in Q1 2026, an estimated $22.9K.
  • HighTower Advisors first reported a position in Serina Therapeutics in Q2 2024 and held it in 7 quarters.
  • HighTower Advisors's Serina Therapeutics position peaked at $215K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.