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Moody Aldrich Partners’s Wave Life Sciences WVE Stock Holding History

Moody Aldrich Partners’s Portfolio WVE Stock Details WVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-272,533
Closed -$1.98M – 222
2026
Q1 		$1.98M Sell
272,533
-1,892
-0.7% -$24.6K 0.36% 110
2025
Q4 		$4.67M Sell
274,425
-76,123
-22% -$773K 0.87% 43
2025
Q3 		$2.57M Sell
350,548
-71,304
-17% -$577K 0.49% 93
2025
Q2 		$2.74M Sell
421,852
-17,975
-4% -$119K 0.53% 77
2025
Q1 		$3.55M Buy
439,827
+41,352
+10% +$452K 0.74% 56
2024
Q4 		$4.93M Buy
398,475
+95,413
+31% +$1.27M 0.91% 38
2024
Q3 		$2.49M Buy
303,062
+123,703
+69% +$739K 0.45% 84
2024
Q2 		$895K Buy
+179,359
New +$1.02M 0.17% 116

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YIH
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return