IFP Advisors’s Adaptive Biotechnologies ADPT Stock Holding History

IFP Advisors’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	$2.42K	Sell	113 -13	-10%	-$199	﹤0.01%	4150
2026 Q1	$1.75K	Sell	126 -27	-18%	-$430	﹤0.01%	4009
2025 Q4	$2.48K	Buy	153 +27	+21%	+$441	﹤0.01%	3753
2025 Q3	$1.89K	Buy	126 +35	+38%	+$426	﹤0.01%	3723
2025 Q2	$1.57K	Buy	91 +63	+225%	+$572	﹤0.01%	4008
2025 Q1	$208	Hold	28	–	–	﹤0.01%	3654
2024 Q4	$168	Buy	+28	New	+$154	﹤0.01%	3826
2023 Q2	–	Sell	-32	Closed	-$1.29K	–	3442
2023 Q1	$1.29K	Buy	+32	New	+$282	﹤0.01%	3029
2022 Q4	–	Sell	-142	Closed	-$6K	–	4590
2022 Q3	$6K	Hold	142	–	–	﹤0.01%	3908
2022 Q2	$6K	Hold	142	–	–	﹤0.01%	3654
2022 Q1	$6K	Buy	+142	New	+$2.23K	﹤0.01%	3654

Other funds holding ADPT

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IFP Advisors's ADPT Position: Q2 2026 in Review

IFP Advisors reduced its Adaptive Biotechnologies (ADPT) stake by 10% in Q2 2026, selling an estimated $199 and leaving 113 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4150.

IFP Advisors first reported a position in ADPT in Q1 2022 and has held it in 11 quarters since. The position peaked at $6K in Q3 2022. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

IFP Advisors held 113 shares of Adaptive Biotechnologies worth $2.42K as of Q2 2026.
IFP Advisors sold 13 Adaptive Biotechnologies shares in Q2 2026, an estimated $199.
Adaptive Biotechnologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4150 holding.
IFP Advisors first reported a position in Adaptive Biotechnologies in Q1 2022 and has held it in 11 quarters since.
IFP Advisors's Adaptive Biotechnologies position peaked at $6K in Q3 2022.
300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.