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Innovative Advisory Group’s Zymeworks ZYME Stock Holding History

Innovative Advisory Group’s Portfolio ZYME Stock Details ZYME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$211 – 237
2025
Q4 		$211 Hold
8
– – ﹤0.01% 231
2025
Q3 		$137 Hold
8
– – ﹤0.01% 244
2025
Q2 		$100 Hold
8
– – ﹤0.01% 243
2025
Q1 		$95 Hold
8
– – ﹤0.01% 230
2024
Q4 		$117 Buy
+8
New +$112 ﹤0.01% 222

Other funds holding ZYME

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Advisory Group's ZYME Position: Q1 2026 in Review

Innovative Advisory Group sold out of Zymeworks (ZYME) in Q1 2026, closing a stake of 8 shares — an estimated $211 sold.

Innovative Advisory Group first reported a position in ZYME in Q4 2024 and held it in 5 quarters. The position peaked at $211 in Q4 2025. 212 funds tracked by Wall St. Rank hold ZYME as of Q1 2026.

  • Innovative Advisory Group reported no remaining Zymeworks position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 8 Zymeworks shares in Q1 2026, an estimated $211.
  • Innovative Advisory Group first reported a position in Zymeworks in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Zymeworks position peaked at $211 in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Zymeworks as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.