Inspirion Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

Inspirion Wealth Advisors’s Portfolio QDEL Stock Details QDEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Hold	11,466	–	–	0.02%	178
2026 Q1	$188K	Hold	11,466	–	–	0.02%	172
2025 Q4	$327K	Hold	11,466	–	–	0.04%	130
2025 Q3	$523K	Hold	11,466	–	–	0.07%	93
2025 Q2	$330K	Hold	11,466	–	–	0.04%	121
2025 Q1	$401K	Hold	11,466	–	–	0.06%	107
2024 Q4	$538K	Hold	11,466	–	–	0.08%	90
2024 Q3	$523K	Buy	11,466 +137	+1%	+$5.54K	0.07%	93
2024 Q2	$376K	Hold	11,329	–	–	0.06%	104
2024 Q1	$543K	Hold	11,329	–	–	0.09%	84
2023 Q4	$847K	Hold	11,329	–	–	0.15%	61
2023 Q3	$827K	Hold	11,329	–	–	0.16%	59
2023 Q2	$939K	Hold	11,329	–	–	0.18%	56
2023 Q1	$1.01M	Hold	11,329	–	–	0.2%	51
2022 Q4	$971K	Hold	11,329	–	–	0.21%	47
2022 Q3	$810K	Buy	+11,329	New	+$1.01M	0.18%	54

Other funds holding QDEL

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return