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Pathway Financial Advisers’s Wolfspeed WOLF Stock Holding History

Pathway Financial Advisers’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-420
Closed -$2.8K – 423
2024
Q4 		$2.8K Buy
420
+20
+5% +$204 ﹤0.01% 417
2024
Q3 		$3.88K Buy
+400
New +$5.89K ﹤0.01% 340

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathway Financial Advisers's WOLF Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Wolfspeed (WOLF) in Q1 2025, closing a stake of 420 shares — an estimated $2.8K sold.

Pathway Financial Advisers first reported a position in WOLF in Q3 2024 and held it in 2 quarters. The position peaked at $3.88K in Q3 2024. 305 funds tracked by Wall St. Rank hold WOLF as of Q1 2025.

  • Pathway Financial Advisers reported no remaining Wolfspeed position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 420 Wolfspeed shares in Q1 2025, an estimated $2.8K.
  • Pathway Financial Advisers first reported a position in Wolfspeed in Q3 2024 and held it in 2 quarters.
  • Pathway Financial Advisers's Wolfspeed position peaked at $3.88K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.