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 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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return