NewEdge Advisors’s Co-Diagnostics CODX Stock Holding History

NewEdge Advisors’s Portfolio CODX Stock Details CODX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11	Sell	6 -1	-14%	-$3	﹤0.01%	4112
2025 Q4	$34	Hold	7	–	–	﹤0.01%	4180
2025 Q3	$69	Hold	7	–	–	﹤0.01%	4042
2025 Q2	$56	Hold	7	–	–	﹤0.01%	3926
2025 Q1	$62	Hold	7	–	–	﹤0.01%	3845
2024 Q4	$150	Hold	7	–	–	﹤0.01%	3758
2024 Q3	$250	Hold	7	–	–	﹤0.01%	3668
2024 Q2	$250	Hold	7	–	–	﹤0.01%	3635
2024 Q1	$224	Hold	7	–	–	﹤0.01%	3664
2023 Q4	$266	Hold	7	–	–	﹤0.01%	3582
2023 Q3	$212	Hold	7	–	–	﹤0.01%	3321
2023 Q2	$222	Hold	7	–	–	﹤0.01%	3376
2023 Q1	$296	Hold	7	–	–	﹤0.01%	3286
2022 Q4	$1	Buy	+7	New	+$655	﹤0.01%	3991

Other funds holding CODX

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

NewEdge Advisors's CODX Position: Q1 2026 in Review

NewEdge Advisors reduced its Co-Diagnostics (CODX) stake by 14% in Q1 2026, selling an estimated $3 and leaving 6 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #4112.

NewEdge Advisors first reported a position in CODX in Q4 2022 and has held it in 14 quarters since. The position peaked at $296 in Q1 2023. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

NewEdge Advisors held 6 shares of Co-Diagnostics worth $11 as of Q1 2026.
NewEdge Advisors sold 1 Co-Diagnostics share in Q1 2026, an estimated $3.
Co-Diagnostics made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4112 holding.
NewEdge Advisors first reported a position in Co-Diagnostics in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Co-Diagnostics position peaked at $296 in Q1 2023.
14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.