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Mark Sheptoff Financial Planning’s ADMA Biologics ADMA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ADMA Stock Details ADMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,200
Closed -$58.3K – 485
2025
Q2 		$58.3K Buy
3,200
+2,500
+357% +$51K 0.03% 175
2025
Q1 		$13.9K Sell
700
-1,350
-66% -$23.3K 0.01% 284
2024
Q4 		$35.2K Buy
+2,050
New +$38.6K 0.02% 203

Other funds holding ADMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's ADMA Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of ADMA Biologics (ADMA) in Q3 2025, closing a stake of 3,200 shares — an estimated $58.3K sold.

Mark Sheptoff Financial Planning first reported a position in ADMA in Q4 2024 and held it in 3 quarters. The position peaked at $58.3K in Q2 2025. 365 funds tracked by Wall St. Rank hold ADMA as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining ADMA Biologics position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,200 ADMA Biologics shares in Q3 2025, an estimated $58.3K.
  • Mark Sheptoff Financial Planning first reported a position in ADMA Biologics in Q4 2024 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's ADMA Biologics position peaked at $58.3K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held ADMA Biologics as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.