KAS
CODX

Kestra Advisory Services’s Co-Diagnostics CODX Stock Holding History

Kestra Advisory Services’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,940
Closed -$14.9K – 3359
2025
Q4 		$14.9K Sell
2,940
-1,550
-35% -$16.9K ﹤0.01% 4529
2025
Q3 		$46.3K Buy
4,490
+201
+5% +$1.87K ﹤0.01% 2862
2025
Q2 		$36.1K Buy
4,289
+138
+3% +$1.29K ﹤0.01% 2784
2025
Q1 		$38.6K Buy
4,151
+57
+1% +$1.09K ﹤0.01% 2663
2024
Q4 		$92.1K Sell
4,094
-171
-4% -$5.4K ﹤0.01% 2578
2024
Q3 		$160K Sell
4,265
-731
-15% -$28.1K ﹤0.01% 2415
2024
Q2 		$187K Buy
4,996
+31
+0.6% +$1.13K ﹤0.01% 2426
2024
Q1 		$167K Buy
4,965
+345
+7% +$12.5K ﹤0.01% 2314
2023
Q4 		$184K Buy
4,620
+335
+8% +$11.8K ﹤0.01% 2125
2023
Q3 		$136K Buy
4,285
+2,233
+109% +$84.4K ﹤0.01% 1988
2023
Q2 		$68.3K Buy
2,052
+900
+78% +$34.4K ﹤0.01% 2028
2023
Q1 		$51.2K Buy
+1,152
New +$92.3K ﹤0.01% 1992
2022
Q3 		– Sell
-346
Closed -$58K – 2128
2022
Q2 		$58K Buy
346
+13
+4% +$1.98K ﹤0.01% 2029
2022
Q1 		$62K Buy
+333
New +$69K ﹤0.01% 1955

Other funds holding CODX

PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Kestra Advisory Services's CODX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Co-Diagnostics (CODX) in Q1 2026, closing a stake of 2,940 shares — an estimated $14.9K sold.

Kestra Advisory Services first reported a position in CODX in Q1 2022 and held it in 14 quarters. The position peaked at $187K in Q2 2024. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Co-Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,940 Co-Diagnostics shares in Q1 2026, an estimated $14.9K.
  • Kestra Advisory Services first reported a position in Co-Diagnostics in Q1 2022 and held it in 14 quarters.
  • Kestra Advisory Services's Co-Diagnostics position peaked at $187K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.