Osaic Holdings
SER icon

Osaic Holdings’s Serina Therapeutics SER Stock Holding History

Osaic Holdings’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94K Buy
1,001
+999
+49,950% +$2.2K ﹤0.01% 7058
2025
Q4 		$2 Sell
2
-9
-82% -$36 ﹤0.01% 7807
2025
Q3 		$54 Hold
11
– – ﹤0.01% 7783
2025
Q2 		$67 Buy
11
+1
+10% +$6 ﹤0.01% 7594
2025
Q1 		$55 Buy
10
+5
+100% +$24 ﹤0.01% 7278
2024
Q4 		$25 Sell
5
-5
-50% -$30 ﹤0.01% 7317
2024
Q3 		$66 Sell
10
-1
-9% -$8 ﹤0.01% 7279
2024
Q2 		$103 Buy
11
+4
+57% +$39 ﹤0.01% 7241
2024
Q1 		$89 Sell
7
-85
-92% -$1.19K ﹤0.01% 7047
2023
Q4 		$1.25K Sell
92
-4
-4% -$74 ﹤0.01% 6675
2023
Q3 		$2.3K Buy
96
+4
+4% +$106 ﹤0.01% 6581
2023
Q2 		$2.89K Sell
92
-1
-1% -$21 ﹤0.01% 6533
2023
Q1 		$2.18K Hold
93
– – ﹤0.01% 6676
2022
Q4 		$2K Hold
93
– – ﹤0.01% 6722
2022
Q3 		$2K Hold
93
– – ﹤0.01% 6855
2022
Q2 		$2K Hold
93
– – ﹤0.01% 6952
2022
Q1 		$6K Sell
93
-1
-1% -$28 ﹤0.01% 6423
2021
Q4 		$3K Hold
94
– – ﹤0.01% 6923
2021
Q3 		$3K Hold
94
– – ﹤0.01% 6779
2021
Q2 		$5K Hold
94
– – ﹤0.01% 6391
2021
Q1 		$5K Hold
94
– – ﹤0.01% 6184
2020
Q4 		$5K Sell
94
-3
-3% -$173 ﹤0.01% 5804
2020
Q3 		$2K Buy
97
+3
+3% +$107 ﹤0.01% 5905
2020
Q2 		$3K Hold
94
– – ﹤0.01% 5706
2020
Q1 		$3K Buy
+94
New +$4.42K ﹤0.01% 5590

Other funds holding SER

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Osaic Holdings's SER Position: Q1 2026 in Review

Osaic Holdings increased its Serina Therapeutics (SER) stake by 49,950% in Q1 2026, buying an estimated $2.2K and bringing the position to 1,001 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #7058.

Osaic Holdings first reported a position in SER in Q1 2020 and has held it in 25 quarters since. The position peaked at $6K in Q1 2022. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • Osaic Holdings held 1,001 shares of Serina Therapeutics worth $1.94K as of Q1 2026.
  • Osaic Holdings bought 999 Serina Therapeutics shares in Q1 2026, an estimated $2.2K.
  • Serina Therapeutics made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7058 holding.
  • Osaic Holdings first reported a position in Serina Therapeutics in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Serina Therapeutics position peaked at $6K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.