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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
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

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

Insight Wealth Strategies's LQDA Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Liquidia Corp (LQDA) stake by 13% in Q2 2026, selling an estimated $983K and leaving 124,067 shares worth $9.84M. The position accounts for 0.96% of the portfolio, ranked #29.

Insight Wealth Strategies first reported a position in LQDA in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold LQDA as of Q2 2026.

  • Insight Wealth Strategies held 124,067 shares of Liquidia Corp worth $9.84M as of Q2 2026.
  • Insight Wealth Strategies sold 18,335 Liquidia Corp shares in Q2 2026, an estimated $983K.
  • Liquidia Corp made up 0.96% of Insight Wealth Strategies's portfolio in Q2 2026, its #29 holding.
  • Insight Wealth Strategies first reported a position in Liquidia Corp in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Liquidia Corp as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.