Institute for Wealth Management’s Absci ABSI Stock Holding History

Institute for Wealth Management’s Portfolio ABSI Stock Details ABSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	99,892 -45,900	-31%	-$259K	0.1%	180
2026 Q1	$437K	Hold	145,792	–	–	0.05%	347
2025 Q4	$509K	Hold	145,792	–	–	0.05%	312
2025 Q3	$443K	Hold	145,792	–	–	0.05%	348
2025 Q2	$375K	Hold	145,792	–	–	0.04%	379
2025 Q1	$366K	Sell	145,792 -319,448	-69%	-$1.17M	0.05%	365
2024 Q4	$1.22M	Sell	465,240 -26,008	-5%	-$91.6K	0.15%	142
2024 Q3	$1.88M	Sell	491,248 -19,654	-4%	-$78.2K	0.24%	94
2024 Q2	$1.57M	Buy	510,902 +268,019	+110%	+$1.24M	0.21%	108
2024 Q1	$1.38M	Hold	242,883	–	–	0.18%	122
2023 Q4	$1.02M	Hold	242,883	–	–	0.17%	149
2023 Q3	$321K	Hold	242,883	–	–	0.06%	334
2023 Q2	$369K	Buy	242,883 +50	+0%	+$80	0.06%	319
2023 Q1	$425K	Hold	242,833	–	–	0.08%	285
2022 Q4	$510K	Hold	242,833	–	–	0.11%	257
2022 Q3	$760K	Hold	242,833	–	–	0.17%	162
2022 Q2	$806K	Hold	242,833	–	–	0.16%	167
2022 Q1	$2.05M	Buy	+242,833	New	+$1.91M	0.33%	72

Other funds holding ABSI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Institute for Wealth Management's ABSI Position: Q2 2026 in Review

Institute for Wealth Management reduced its Absci (ABSI) stake by 31% in Q2 2026, selling an estimated $259K and leaving 99,892 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #180.

Institute for Wealth Management first reported a position in ABSI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.05M in Q1 2022. 197 funds tracked by Wall St. Rank hold ABSI as of Q2 2026.

Institute for Wealth Management held 99,892 shares of Absci worth $1.16M as of Q2 2026.
Institute for Wealth Management sold 45,900 Absci shares in Q2 2026, an estimated $259K.
Absci made up 0.1% of Institute for Wealth Management's portfolio in Q2 2026, its #180 holding.
Institute for Wealth Management first reported a position in Absci in Q1 2022 and has held it in 18 quarters since.
Institute for Wealth Management's Absci position peaked at $2.05M in Q1 2022.
197 funds tracked by Wall St. Rank held Absci as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.