Physician Wealth Advisors’s Adaptive Biotechnologies ADPT Stock Holding History

Physician Wealth Advisors’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 Q2	$5.68K	Buy	265 +29	+12%	+$444	﹤0.01%	1039
2026 Q1	$3.28K	Hold	236	–	–	﹤0.01%	1145
2025 Q4	$3.83K	Hold	236	–	–	﹤0.01%	1063
2025 Q3	$3.53K	Hold	236	–	–	﹤0.01%	1024
2025 Q2	$2.75K	Buy	236 +212	+883%	+$1.93K	﹤0.01%	940
2025 Q1	$179	Hold	24	–	–	﹤0.01%	1400
2024 Q4	$144	Buy	+24	New	+$132	﹤0.01%	1123

Other funds holding ADPT

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physician Wealth Advisors's ADPT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Adaptive Biotechnologies (ADPT) stake by 12% in Q2 2026, buying an estimated $444 and bringing the position to 265 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Physician Wealth Advisors first reported a position in ADPT in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

Physician Wealth Advisors held 265 shares of Adaptive Biotechnologies worth $5.68K as of Q2 2026.
Physician Wealth Advisors bought 29 Adaptive Biotechnologies shares in Q2 2026, an estimated $444.
Adaptive Biotechnologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1039 holding.
Physician Wealth Advisors first reported a position in Adaptive Biotechnologies in Q4 2024 and has held it in 7 quarters since.
301 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.