PWPS
ADPT icon

Pinnacle Wealth Planning Services’s Adaptive Biotechnologies ADPT Stock Holding History

Pinnacle Wealth Planning Services’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 		$223K Sell
16,092
-1,431
-8% -$22.8K 0.02% 438
2025
Q4 		$285K Sell
17,523
-1,639
-9% -$26.7K 0.03% 345
2025
Q3 		$287K Sell
19,162
-2,126
-10% -$25.9K 0.03% 335
2025
Q2 		$248K Buy
21,288
+6,965
+49% +$63.3K 0.03% 351
2025
Q1 		$106K Hold
14,323
– – 0.02% 381
2024
Q4 		$85.9K Sell
14,323
-18,920
-57% -$104K 0.01% 375
2024
Q3 		$170K Hold
33,243
– – 0.02% 476
2024
Q2 		$120K Buy
33,243
+18,805
+130% +$59.7K 0.02% 469
2024
Q1 		$46.3K Buy
+14,438
New +$55.9K 0.01% 505
2021
Q1 		– Sell
-2,238
Closed -$132K – 365
2020
Q4 		$132K Buy
+2,238
New +$115K 0.03% 379

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return