NA
ME

NewEdge Advisors’s 23andMe Holding Co ME Stock Holding History

NewEdge Advisors’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$26 – 4147
2024
Q4 		$26 Sell
8
-58
-88% -$252 ﹤0.01% 3840
2024
Q3 		$458 Hold
66
– – ﹤0.01% 3614
2024
Q2 		$516 Hold
66
– – ﹤0.01% 3563
2024
Q1 		$702 Hold
66
– – ﹤0.01% 3548
2023
Q4 		$1.21K Hold
66
– – ﹤0.01% 3435
2023
Q3 		$1.29K Hold
66
– – ﹤0.01% 3132
2023
Q2 		$2.31K Hold
66
– – ﹤0.01% 3051
2023
Q1 		$3.01K Hold
66
– – ﹤0.01% 2931
2022
Q4 		$3 Buy
+66
New +$3.84K ﹤0.01% 3918

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors's ME Position: Q1 2025 in Review

NewEdge Advisors sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 8 shares — an estimated $26 sold.

NewEdge Advisors first reported a position in ME in Q4 2022 and held it in 9 quarters. The position peaked at $3.01K in Q1 2023. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • NewEdge Advisors reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 8 23andMe Holding Co shares in Q1 2025, an estimated $26.
  • NewEdge Advisors first reported a position in 23andMe Holding Co in Q4 2022 and held it in 9 quarters.
  • NewEdge Advisors's 23andMe Holding Co position peaked at $3.01K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.