Modern Wealth Management’s Beyond Air XAIR Stock Holding History

Modern Wealth Management’s Portfolio XAIR Stock Details XAIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-66	Closed	-$4.51K	–	848
2025 Q2	$4.51K	Buy	+66	New	+$5.37K	﹤0.01%	776

Other funds holding XAIR

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return

KCM

Kingdon Capital Management New York $976M AUM 66.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 97.79% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Modern Wealth Management's XAIR Position: Q3 2025 in Review

Modern Wealth Management sold out of Beyond Air (XAIR) in Q3 2025, closing a stake of 66 shares — an estimated $4.51K sold.

Modern Wealth Management first reported a position in XAIR in Q2 2025 and held it in 1 quarter. The position peaked at $4.51K in Q2 2025. 29 funds tracked by Wall St. Rank hold XAIR as of Q3 2025.

Modern Wealth Management reported no remaining Beyond Air position as of Q3 2025 after selling out during the quarter.
Modern Wealth Management sold 66 Beyond Air shares in Q3 2025, an estimated $4.51K.
Modern Wealth Management first reported a position in Beyond Air in Q2 2025 and held it in 1 quarter.
Modern Wealth Management's Beyond Air position peaked at $4.51K in Q2 2025.
29 funds tracked by Wall St. Rank held Beyond Air as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.