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Lloyd Advisory Services’s Adaptive Biotechnologies ADPT Stock Holding History

Lloyd Advisory Services’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$319 – 635
2026
Q1 		$319 Buy
+23
New +$366 ﹤0.01% 780

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Wellington Management Group
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Vanguard Portfolio Management
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lloyd Advisory Services's ADPT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Adaptive Biotechnologies (ADPT) in Q2 2026, closing a stake of 23 shares — an estimated $319 sold.

Lloyd Advisory Services first reported a position in ADPT in Q1 2026 and held it in 1 quarter. The position peaked at $319 in Q1 2026. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Adaptive Biotechnologies position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 23 Adaptive Biotechnologies shares in Q2 2026, an estimated $319.
  • Lloyd Advisory Services first reported a position in Adaptive Biotechnologies in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Adaptive Biotechnologies position peaked at $319 in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.