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LJI Wealth Management’s Kodiak Sciences KOD Stock Holding History

LJI Wealth Management’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,100
Closed -$37.7K – 200
2025
Q2 		$37.7K Hold
10,100
– – 0.01% 183
2025
Q1 		$28.3K Sell
10,100
-3,000
-23% -$16.3K 0.01% 180
2024
Q4 		$130K Sell
13,100
-4,000
-23% -$23K 0.03% 176
2024
Q3 		$44.6K Buy
17,100
+3,000
+21% +$7.97K 0.01% 190
2024
Q2 		$33.1K Hold
14,100
– – 0.01% 182
2024
Q1 		$74.2K Sell
14,100
-2,000
-12% -$9.8K 0.02% 149
2023
Q4 		$48.9K Sell
16,100
-2,100
-12% -$4.67K 0.01% 168
2023
Q3 		$32.8K Buy
18,200
+4,100
+29% +$14.5K 0.01% 160
2023
Q2 		$97.3K Hold
14,100
– – 0.03% 163
2023
Q1 		$87.4K Hold
14,100
– – 0.03% 154
2022
Q4 		$101K Buy
+14,100
New +$101K 0.04% 147

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LJI Wealth Management's KOD Position: Q3 2025 in Review

LJI Wealth Management sold out of Kodiak Sciences (KOD) in Q3 2025, closing a stake of 10,100 shares — an estimated $37.7K sold.

LJI Wealth Management first reported a position in KOD in Q4 2022 and held it in 11 quarters. The position peaked at $130K in Q4 2024. 121 funds tracked by Wall St. Rank hold KOD as of Q3 2025.

  • LJI Wealth Management reported no remaining Kodiak Sciences position as of Q3 2025 after selling out during the quarter.
  • LJI Wealth Management sold 10,100 Kodiak Sciences shares in Q3 2025, an estimated $37.7K.
  • LJI Wealth Management first reported a position in Kodiak Sciences in Q4 2022 and held it in 11 quarters.
  • LJI Wealth Management's Kodiak Sciences position peaked at $130K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Kodiak Sciences as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.