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Inspirion Wealth Advisors’s PDS Biotechnology PDSB Stock Holding History

Inspirion Wealth Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
188,995
+7,000
+4% +$7.43K 0.02% 183
2026
Q1 		$110K Buy
181,995
+1,500
+0.8% +$1.13K 0.01% 174
2025
Q4 		$139K Sell
180,495
-163,899
-48% -$148K 0.02% 167
2025
Q3 		$1.32M Buy
344,394
+265,862
+339% +$313K 0.18% 53
2025
Q2 		$104K Buy
78,532
+3,150
+4% +$4.28K 0.01% 156
2025
Q1 		$89.7K Buy
75,382
+1,850
+3% +$2.63K 0.01% 155
2024
Q4 		$124K Sell
73,532
-270,862
-79% -$717K 0.02% 147
2024
Q3 		$1.32M Sell
344,394
-15,500
-4% -$51.7K 0.18% 53
2024
Q2 		$1.05M Buy
359,894
+4,917
+1% +$15.7K 0.16% 56
2024
Q1 		$1.41M Buy
354,977
+18,383
+5% +$94.7K 0.23% 47
2023
Q4 		$1.73M Buy
336,594
+5,720
+2% +$28.4K 0.31% 40
2023
Q3 		$1.67M Buy
330,874
+280
+0.1% +$1.53K 0.33% 39
2023
Q2 		$1.66M Buy
330,594
+15,910
+5% +$104K 0.32% 38
2023
Q1 		$1.94M Buy
314,684
+565
+0.2% +$4.62K 0.39% 34
2022
Q4 		$4.15M Hold
314,119
– – 0.88% 27
2022
Q3 		$933K Buy
314,119
+450
+0.1% +$1.91K 0.21% 47
2022
Q2 		$1.15M Buy
313,669
+37,049
+13% +$176K 0.25% 41
2022
Q1 		$1.71M Buy
276,620
+30,180
+12% +$187K 0.35% 30
2021
Q4 		$2M Sell
246,440
-7,437
-3% -$80K 0.42% 30
2021
Q3 		$3.78M Buy
253,877
+615
+0.2% +$7.67K 0.87% 22
2021
Q2 		$3.18M Buy
253,262
+4,350
+2% +$34K 0.78% 21
2021
Q1 		$1.13M Buy
248,912
+9,885
+4% +$39.8K 0.3% 31
2020
Q4 		$512K Buy
239,027
+250
+0.1% +$548 0.14% 48
2020
Q3 		$556K Buy
238,777
+206,237
+634% +$578K 0.19% 44
2020
Q2 		$65K Buy
32,540
+9,165
+39% +$10.2K 0.03% 75
2020
Q1 		$17K Buy
23,375
+500
+2% +$866 0.01% 72
2019
Q4 		$61K Buy
22,875
+800
+4% +$2.28K 0.02% 78
2019
Q3 		$75K Buy
22,075
+725
+3% +$4.22K 0.03% 75
2019
Q2 		$128K Buy
+21,350
New +$140K 0.06% 72

Other funds holding PDSB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Inspirion Wealth Advisors's PDSB Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its PDS Biotechnology (PDSB) stake by 3.8% in Q2 2026, buying an estimated $7.43K and bringing the position to 188,995 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #183.

Inspirion Wealth Advisors first reported a position in PDSB in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.15M in Q4 2022. 52 funds tracked by Wall St. Rank hold PDSB as of Q2 2026.

  • Inspirion Wealth Advisors held 188,995 shares of PDS Biotechnology worth $165K as of Q2 2026.
  • Inspirion Wealth Advisors bought 7,000 PDS Biotechnology shares in Q2 2026, an estimated $7.43K.
  • PDS Biotechnology made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Inspirion Wealth Advisors first reported a position in PDS Biotechnology in Q2 2019 and has held it in 29 quarters since.
  • Inspirion Wealth Advisors's PDS Biotechnology position peaked at $4.15M in Q4 2022.
  • 52 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.