Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-600
Closed -$1.19K 3785
2025
Q2
$1.19K Sell
600
-152
-20% -$278 ﹤0.01% 3295
2025
Q1
$1.56K Hold
752
﹤0.01% 3102
2024
Q4
$1.56K Buy
+752
New +$1.41K ﹤0.01% 3096

Principal Securities's HLVX Position: Q3 2025 in Review

Principal Securities sold out of HilleVax (HLVX) in Q3 2025, closing a stake of 600 shares — an estimated $1.19K sold.

Principal Securities first reported a position in HLVX in Q4 2024 and held it in 3 quarters. The position peaked at $1.56K in Q1 2025. 1 fund tracked by Wall St. Rank holds HLVX as of Q3 2025.

  • Principal Securities reported no remaining HilleVax position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 600 HilleVax shares in Q3 2025, an estimated $1.19K.
  • Principal Securities first reported a position in HilleVax in Q4 2024 and held it in 3 quarters.
  • Principal Securities's HilleVax position peaked at $1.56K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held HilleVax as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.