NewEdge Advisors’s Avalon GloboCare ALBT Stock Holding History

NewEdge Advisors’s Portfolio ALBT Stock Details ALBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$5	–	3987
2025 Q1	$5	Hold	1	–	–	﹤0.01%	3919
2024 Q4	$3	Buy	+1	New	+$3	﹤0.01%	3886

Other funds holding ALBT

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NewEdge Advisors's ALBT Position: Q2 2025 in Review

NewEdge Advisors sold out of Avalon GloboCare (ALBT) in Q2 2025, closing a stake of 1 share — an estimated $5 sold.

NewEdge Advisors first reported a position in ALBT in Q4 2024 and held it in 2 quarters. The position peaked at $5 in Q1 2025. 9 funds tracked by Wall St. Rank hold ALBT as of Q2 2025.

NewEdge Advisors reported no remaining Avalon GloboCare position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 1 Avalon GloboCare share in Q2 2025, an estimated $5.
NewEdge Advisors first reported a position in Avalon GloboCare in Q4 2024 and held it in 2 quarters.
NewEdge Advisors's Avalon GloboCare position peaked at $5 in Q1 2025.
9 funds tracked by Wall St. Rank held Avalon GloboCare as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.