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Palumbo Wealth Management’s Ardelyx ARDX Stock Holding History

Palumbo Wealth Management’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,638
Closed -$136K – 198
2025
Q1 		$136K Buy
27,638
+10,597
+62% +$56.9K 0.05% 175
2024
Q4 		$86.4K Sell
17,041
-3,485
-17% -$19.3K 0.03% 168
2024
Q3 		$141K Sell
20,526
-3,023
-13% -$17.8K 0.06% 145
2024
Q2 		$174K Buy
+23,549
New +$166K 0.07% 133

Other funds holding ARDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Palumbo Wealth Management's ARDX Position: Q2 2025 in Review

Palumbo Wealth Management sold out of Ardelyx (ARDX) in Q2 2025, closing a stake of 27,638 shares — an estimated $136K sold.

Palumbo Wealth Management first reported a position in ARDX in Q2 2024 and held it in 4 quarters. The position peaked at $174K in Q2 2024. 206 funds tracked by Wall St. Rank hold ARDX as of Q2 2025.

  • Palumbo Wealth Management reported no remaining Ardelyx position as of Q2 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 27,638 Ardelyx shares in Q2 2025, an estimated $136K.
  • Palumbo Wealth Management first reported a position in Ardelyx in Q2 2024 and held it in 4 quarters.
  • Palumbo Wealth Management's Ardelyx position peaked at $174K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Ardelyx as of Q2 2025.

Based on Palumbo Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.