Integral Health Asset Management’s Mineralys Therapeutics MLYS Stock Holding History

Integral Health Asset Management’s Portfolio MLYS Stock Details MLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Sell	450,000 -300,000	-40%	-$8.23M	0.48%	54
2026 Q1	$20.3M	Hold	750,000	–	–	0.97%	25
2025 Q4	$27.2M	Sell	750,000 -750,000	-50%	-$30.1M	1.35%	23
2025 Q3	$56.9M	Sell	1,500,000 -1,200,000	-44%	-$26M	3.85%	4
2025 Q2	$36.5M	Buy	2,700,000 +400,000	+17%	+$5.8M	3.34%	5
2025 Q1	$36.5M	Buy	2,300,000 +1,425,000	+163%	+$16.4M	3.89%	5
2024 Q4	$10.8M	Buy	875,000 +519,000	+146%	+$6.79M	0.92%	40
2024 Q3	$4.31M	Buy	+356,000	New	+$4.31M	0.49%	49

Other funds holding MLYS

Catalys Pacific Tokyo, Japan $229M AUM 100.3% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

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

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

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integral Health Asset Management's MLYS Position: Q2 2026 in Review

Integral Health Asset Management reduced its Mineralys Therapeutics (MLYS) stake by 40% in Q2 2026, selling an estimated $8.23M and leaving 450,000 shares worth $12.1M. The position accounts for 0.48% of the portfolio, ranked #54.

Integral Health Asset Management first reported a position in MLYS in Q3 2024 and has held it in 8 quarters since. The position peaked at $56.9M in Q3 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

Integral Health Asset Management held 450,000 shares of Mineralys Therapeutics worth $12.1M as of Q2 2026.
Integral Health Asset Management sold 300,000 Mineralys Therapeutics shares in Q2 2026, an estimated $8.23M.
Mineralys Therapeutics made up 0.48% of Integral Health Asset Management's portfolio in Q2 2026, its #54 holding.
Integral Health Asset Management first reported a position in Mineralys Therapeutics in Q3 2024 and has held it in 8 quarters since.
Integral Health Asset Management's Mineralys Therapeutics position peaked at $56.9M in Q3 2025.
226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Integral Health Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.