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Intentional Wealth Strategies’s Puma Biotechnology PBYI Stock Holding History

Intentional Wealth Strategies’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,128
Closed -$7.21K – 660
2026
Q1 		$7.21K Buy
+1,128
New +$7.27K 0.01% 425

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's PBYI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Puma Biotechnology (PBYI) in Q2 2026, closing a stake of 1,128 shares — an estimated $7.21K sold.

Intentional Wealth Strategies first reported a position in PBYI in Q1 2026 and held it in 1 quarter. The position peaked at $7.21K in Q1 2026. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Puma Biotechnology position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 1,128 Puma Biotechnology shares in Q2 2026, an estimated $7.21K.
  • Intentional Wealth Strategies first reported a position in Puma Biotechnology in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Puma Biotechnology position peaked at $7.21K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

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