IFP Advisors
LXEO icon

IFP Advisors’s Lexeo Therapeutics LXEO Stock Holding History

IFP Advisors’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
Q3 		$443 Sell
131
-41
-24% -$186 ﹤0.01% 4711
2026
Q2 		$801 Sell
172
-31
-15% -$168 ﹤0.01% 4568
2026
Q1 		$1.16K Hold
203
– – ﹤0.01% 4157
2025
Q4 		$2.02K Hold
203
– – ﹤0.01% 3835
2025
Q3 		$1.35K Buy
203
+96
+90% +$464 ﹤0.01% 3835
2025
Q2 		$430 Buy
107
+101
+1,683% +$332 ﹤0.01% 4477
2025
Q1 		$21 Hold
6
– – ﹤0.01% 4163
2024
Q4 		$39 Buy
+6
New +$47 ﹤0.01% 4322

Other funds holding LXEO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors's LXEO Position: Q3 2026 in Review

IFP Advisors reduced its Lexeo Therapeutics (LXEO) stake by 24% in Q3 2026, selling an estimated $186 and leaving 131 shares worth $443. The position accounts for ﹤0.01% of the portfolio, ranked #4711.

IFP Advisors first reported a position in LXEO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.02K in Q4 2025. 22 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

  • IFP Advisors held 131 shares of Lexeo Therapeutics worth $443 as of Q3 2026.
  • IFP Advisors sold 41 Lexeo Therapeutics shares in Q3 2026, an estimated $186.
  • Lexeo Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4711 holding.
  • IFP Advisors first reported a position in Lexeo Therapeutics in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Lexeo Therapeutics position peaked at $2.02K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.