Koa Wealth Management’s Pacific Biosciences PACB Stock Holding History

Koa Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Hold	120,000	–	–	0.14%	51
2026 Q1	$158K	Hold	120,000	–	–	0.11%	52
2025 Q4	$224K	Hold	120,000	–	–	0.15%	54
2025 Q3	$154K	Hold	120,000	–	–	0.11%	55
2025 Q2	$149K	Hold	120,000	–	–	0.12%	51
2025 Q1	$142K	Hold	120,000	–	–	0.11%	49
2024 Q4	$220K	Hold	120,000	–	–	0.18%	48
2024 Q3	$204K	Hold	120,000	–	–	0.16%	49
2024 Q2	$164K	Hold	120,000	–	–	0.14%	48
2024 Q1	$450K	Hold	120,000	–	–	0.41%	40
2023 Q4	$1.18M	Buy	+120,000	New	+$981K	1.16%	25

Other funds holding PACB

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

AIM

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

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Koa Wealth Management's PACB Position: Q2 2026 in Review

Koa Wealth Management held its Pacific Biosciences (PACB) position steady in Q2 2026 at 120,000 shares worth $202K. The position accounts for 0.14% of the portfolio, ranked #51.

Koa Wealth Management first reported a position in PACB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2023. 223 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

Koa Wealth Management held 120,000 shares of Pacific Biosciences worth $202K as of Q2 2026.
Koa Wealth Management left its Pacific Biosciences share count unchanged in Q2 2026.
Pacific Biosciences made up 0.14% of Koa Wealth Management's portfolio in Q2 2026, its #51 holding.
Koa Wealth Management first reported a position in Pacific Biosciences in Q4 2023 and has held it in 11 quarters since.
Koa Wealth Management's Pacific Biosciences position peaked at $1.18M in Q4 2023.
223 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.