Lakeridge Wealth Management’s Adaptimmune Therapeutics ADAP Stock Holding History

Lakeridge Wealth Management’s Portfolio ADAP Stock Details ADAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-110,400	Closed	-$14.4K	–	157
2025 Q3	$14.4K	Buy	+110,400	New	+$15.1K	0.01%	152

Other funds holding ADAP

JAIC

Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lakeridge Wealth Management's ADAP Position: Q4 2025 in Review

Lakeridge Wealth Management sold out of Adaptimmune Therapeutics (ADAP) in Q4 2025, closing a stake of 110,400 shares — an estimated $14.4K sold.

Lakeridge Wealth Management first reported a position in ADAP in Q3 2025 and held it in 1 quarter. The position peaked at $14.4K in Q3 2025. 10 funds tracked by Wall St. Rank hold ADAP as of Q4 2025.

Lakeridge Wealth Management reported no remaining Adaptimmune Therapeutics position as of Q4 2025 after selling out during the quarter.
Lakeridge Wealth Management sold 110,400 Adaptimmune Therapeutics shares in Q4 2025, an estimated $14.4K.
Lakeridge Wealth Management first reported a position in Adaptimmune Therapeutics in Q3 2025 and held it in 1 quarter.
Lakeridge Wealth Management's Adaptimmune Therapeutics position peaked at $14.4K in Q3 2025.
10 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q4 2025.

Based on Lakeridge Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.