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Personal CFO Solutions’s Adaptive Biotechnologies ADPT Stock Holding History

Personal CFO Solutions’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157K Buy
+11,344
New +$181K 0.02% 517
2025
Q2 		– Sell
-11,250
Closed -$83.6K – 482
2025
Q1 		$83.6K Buy
+11,250
New +$86.5K 0.02% 447
2024
Q4 		– Sell
-11,250
Closed -$57.6K – 458
2024
Q3 		$57.6K Hold
11,250
– – 0.01% 557
2024
Q2 		$40.7K Hold
11,250
– – 0.01% 529
2024
Q1 		$36.1K Hold
11,250
– – 0.01% 540
2023
Q4 		$55.1K Buy
+11,250
New +$51.3K 0.01% 506
2023
Q2 		– Sell
-11,250
Closed -$99.3K – 470
2023
Q1 		$99.3K Hold
11,250
– – 0.02% 460
2022
Q4 		$86K Hold
11,250
– – 0.02% 445
2022
Q3 		$80K Hold
11,250
– – 0.02% 399
2022
Q2 		$91K Buy
+11,250
New +$98.9K 0.02% 415
2022
Q1 		– Sell
-11,250
Closed -$316K – 473
2021
Q4 		$316K Hold
11,250
– – 0.06% 307
2021
Q3 		$382K Buy
+11,250
New +$407K 0.08% 229
2021
Q2 		– Sell
-32,388
Closed -$1.3M – 440
2021
Q1 		$1.3M Sell
32,388
-10,528
-25% -$570K 0.28% 70
2020
Q4 		$2.54M Sell
42,916
-30,183
-41% -$1.56M 0.63% 33
2020
Q3 		$4K Sell
73,099
-9,817
-12% -$413K 1.33% 14
2020
Q2 		$4.01M Sell
82,916
-30,000
-27% -$1.09M 1.19% 13
2020
Q1 		$3.14M Buy
+112,916
New +$3.15M 1.13% 18

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal CFO Solutions's ADPT Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Adaptive Biotechnologies (ADPT) in Q1 2026: 11,344 shares worth $157K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in ADPT as recently as Q1 2025.

Personal CFO Solutions first reported a position in ADPT in Q1 2020 and has held it in 17 quarters since. The position peaked at $4.01M in Q2 2020. 295 funds tracked by Wall St. Rank hold ADPT as of Q1 2026.

  • Personal CFO Solutions held 11,344 shares of Adaptive Biotechnologies worth $157K as of Q1 2026.
  • Adaptive Biotechnologies was a new Personal CFO Solutions position in Q1 2026.
  • Adaptive Biotechnologies made up 0.02% of Personal CFO Solutions's portfolio in Q1 2026, its #517 holding.
  • Personal CFO Solutions first reported a position in Adaptive Biotechnologies in Q1 2020 and has held it in 17 quarters since.
  • Personal CFO Solutions's Adaptive Biotechnologies position peaked at $4.01M in Q2 2020.
  • 295 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.