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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
Q2 		$801 Sell
172
-31
-15% -$168 ﹤0.01% 4569
2026
Q1 		$1.17K 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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

IFP Advisors's LXEO Position: Q2 2026 in Review

IFP Advisors reduced its Lexeo Therapeutics (LXEO) stake by 15% in Q2 2026, selling an estimated $168 and leaving 172 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #4569.

IFP Advisors first reported a position in LXEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02K in Q4 2025. 16 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • IFP Advisors held 172 shares of Lexeo Therapeutics worth $801 as of Q2 2026.
  • IFP Advisors sold 31 Lexeo Therapeutics shares in Q2 2026, an estimated $168.
  • Lexeo Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4569 holding.
  • IFP Advisors first reported a position in Lexeo Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Lexeo Therapeutics position peaked at $2.02K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

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