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Insight Wealth Strategies’s Liquidia Corp LQDA Stock Holding History

Insight Wealth Strategies’s Portfolio LQDA Stock Details LQDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.25M Sell
107,389
-16,678
-13% -$1.25M 0.32% 85
2026
Q2 		$9.84M Sell
124,067
-18,335
-13% -$983K 0.96% 29
2026
Q1 		$5.37M Buy
142,402
+584
+0.4% +$21.7K 0.6% 55
2025
Q4 		$4.89M Buy
+141,818
New +$4.04M 0.56% 52

Other funds holding LQDA

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Insight Wealth Strategies's LQDA Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Liquidia Corp (LQDA) stake by 13% in Q3 2026, selling an estimated $1.25M and leaving 107,389 shares worth $3.25M. The position accounts for 0.32% of the portfolio, ranked #85.

Insight Wealth Strategies first reported a position in LQDA in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.84M in Q2 2026. 12 funds tracked by Wall St. Rank hold LQDA as of Q3 2026.

  • Insight Wealth Strategies held 107,389 shares of Liquidia Corp worth $3.25M as of Q3 2026.
  • Insight Wealth Strategies sold 16,678 Liquidia Corp shares in Q3 2026, an estimated $1.25M.
  • Liquidia Corp made up 0.32% of Insight Wealth Strategies's portfolio in Q3 2026, its #85 holding.
  • Insight Wealth Strategies first reported a position in Liquidia Corp in Q4 2025 and has held it in 4 quarters since.
  • Insight Wealth Strategies's Liquidia Corp position peaked at $9.84M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Liquidia Corp as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.