Plante Moran Financial Advisors’s Adaptimmune Therapeutics ADAP Stock Holding History

Plante Moran Financial Advisors’s Portfolio ADAP Stock Details ADAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-925	Closed	-$222	–	788
2025 Q2	$222	Hold	925	–	–	﹤0.01%	749
2025 Q1	$182	Hold	925	–	–	﹤0.01%	775
2024 Q4	$498	Hold	925	–	–	﹤0.01%	852
2024 Q3	$879	Buy	+925	New	+$1.05K	﹤0.01%	787

Other funds holding ADAP

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Plante Moran Financial Advisors's ADAP Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Adaptimmune Therapeutics (ADAP) in Q3 2025, closing a stake of 925 shares — an estimated $222 sold.

Plante Moran Financial Advisors first reported a position in ADAP in Q3 2024 and held it in 4 quarters. The position peaked at $879 in Q3 2024. 55 funds tracked by Wall St. Rank hold ADAP as of Q3 2025.

Plante Moran Financial Advisors reported no remaining Adaptimmune Therapeutics position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 925 Adaptimmune Therapeutics shares in Q3 2025, an estimated $222.
Plante Moran Financial Advisors first reported a position in Adaptimmune Therapeutics in Q3 2024 and held it in 4 quarters.
Plante Moran Financial Advisors's Adaptimmune Therapeutics position peaked at $879 in Q3 2024.
55 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.