LPL Financial
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LPL Financial’s Adaptive Biotechnologies ADPT Stock Holding History

LPL Financial’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 		$2.73M Buy
127,312
+27,423
+27% +$420K ﹤0.01% 3407
2026
Q1 		$1.39M Sell
99,889
-1,981
-2% -$31.6K ﹤0.01% 3853
2025
Q4 		$1.65M Sell
101,870
-8,281
-8% -$135K ﹤0.01% 3572
2025
Q3 		$1.65M Sell
110,151
-24,318
-18% -$296K ﹤0.01% 3496
2025
Q2 		$1.57M Buy
134,469
+26,980
+25% +$245K ﹤0.01% 3349
2025
Q1 		$799K Sell
107,489
-10,127
-9% -$77.8K ﹤0.01% 3747
2024
Q4 		$705K Sell
117,616
-8,470
-7% -$46.7K ﹤0.01% 3789
2024
Q3 		$646K Sell
126,086
-10,193
-7% -$44.4K ﹤0.01% 3781
2024
Q2 		$493K Buy
136,279
+28,839
+27% +$91.5K ﹤0.01% 3886
2024
Q1 		$345K Buy
107,440
+6,211
+6% +$24K ﹤0.01% 4094
2023
Q4 		$496K Buy
101,229
+19,761
+24% +$90.2K ﹤0.01% 3674
2023
Q3 		$444K Buy
81,468
+24,489
+43% +$162K ﹤0.01% 3585
2023
Q2 		$382K Buy
56,979
+5,254
+10% +$39.1K ﹤0.01% 3669
2023
Q1 		$457K Buy
51,725
+3,500
+7% +$30.9K ﹤0.01% 3408
2022
Q4 		$368K Buy
48,225
+4,390
+10% +$34.2K ﹤0.01% 3511
2022
Q3 		$312K Sell
43,835
-292
-0.7% -$2.75K ﹤0.01% 3547
2022
Q2 		$357K Sell
44,127
-33,008
-43% -$290K ﹤0.01% 3479
2022
Q1 		$1.07M Buy
77,135
+35,454
+85% +$557K ﹤0.01% 2557
2021
Q4 		$1.17M Buy
41,681
+2,940
+8% +$90.1K ﹤0.01% 2524
2021
Q3 		$1.32M Buy
38,741
+1,706
+5% +$61.7K ﹤0.01% 2396
2021
Q2 		$1.51M Buy
37,035
+16,616
+81% +$646K ﹤0.01% 2202
2021
Q1 		$822K Buy
20,419
+15,717
+334% +$851K ﹤0.01% 2574
2020
Q4 		$278K Buy
+4,702
New +$242K ﹤0.01% 3263
2020
Q3 		– Sell
-19,352
Closed -$936K – 3548
2020
Q2 		$936K Buy
+19,352
New +$706K ﹤0.01% 1870
2020
Q1 		– Sell
-26,603
Closed -$796K – 3207
2019
Q4 		$796K Buy
+26,603
New +$764K ﹤0.01% 2009

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

LPL Financial's ADPT Position: Q2 2026 in Review

LPL Financial increased its Adaptive Biotechnologies (ADPT) stake by 27% in Q2 2026, buying an estimated $420K and bringing the position to 127,312 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

LPL Financial first reported a position in ADPT in Q4 2019 and has held it in 25 quarters since. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • LPL Financial held 127,312 shares of Adaptive Biotechnologies worth $2.73M as of Q2 2026.
  • LPL Financial bought 27,423 Adaptive Biotechnologies shares in Q2 2026, an estimated $420K.
  • Adaptive Biotechnologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3407 holding.
  • LPL Financial first reported a position in Adaptive Biotechnologies in Q4 2019 and has held it in 25 quarters since.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.