MAI Capital Management’s Sera Prognostics SERA Stock Holding History

MAI Capital Management’s Portfolio SERA Stock Details SERA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,737	Closed	-$61.6K	–	4032
2025 Q1	$61.6K	Hold	16,737	–	–	﹤0.01%	1641
2024 Q4	$136K	Hold	16,737	–	–	﹤0.01%	1297
2024 Q3	$131K	Hold	16,737	–	–	﹤0.01%	1028
2024 Q2	$99.1K	Hold	16,737	–	–	﹤0.01%	1183
2024 Q1	$152K	Hold	16,737	–	–	﹤0.01%	1141
2023 Q4	$100K	Sell	16,737 -252	-1%	-$732	﹤0.01%	1051
2023 Q3	$31.6K	Hold	16,989	–	–	﹤0.01%	1027
2023 Q2	$56K	Sell	16,989 -3,011	-15%	-$10.3K	﹤0.01%	1016
2023 Q1	$76.6K	Hold	20,000	–	–	﹤0.01%	994
2022 Q4	$25.2K	Sell	20,000 -29,503	-60%	-$41.7K	﹤0.01%	981
2022 Q3	$79K	Buy	+49,503	New	+$99.8K	﹤0.01%	890

Other funds holding SERA

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

MAI Capital Management's SERA Position: Q2 2025 in Review

MAI Capital Management sold out of Sera Prognostics (SERA) in Q2 2025, closing a stake of 16,737 shares — an estimated $61.6K sold.

MAI Capital Management first reported a position in SERA in Q3 2022 and held it in 11 quarters. The position peaked at $152K in Q1 2024. 59 funds tracked by Wall St. Rank hold SERA as of Q2 2025.

MAI Capital Management reported no remaining Sera Prognostics position as of Q2 2025 after selling out during the quarter.
MAI Capital Management sold 16,737 Sera Prognostics shares in Q2 2025, an estimated $61.6K.
MAI Capital Management first reported a position in Sera Prognostics in Q3 2022 and held it in 11 quarters.
MAI Capital Management's Sera Prognostics position peaked at $152K in Q1 2024.
59 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2025.

Based on MAI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.