PAG
CODX

Private Advisory Group’s Co-Diagnostics CODX Stock Holding History

Private Advisory Group’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$77K Buy
41,387
+1,999
+5% +$6.83K 0.01% 275
2025
Q4 		$199K Hold
39,388
– – 0.02% 247
2025
Q3 		$406K Hold
39,388
– – 0.03% 166
2025
Q2 		$331K Hold
39,388
– – 0.03% 174
2025
Q1 		$366K Hold
39,388
– – 0.04% 155
2024
Q4 		$886K Buy
+39,388
New +$1.24M 0.1% 126

Other funds holding CODX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Private Advisory Group's CODX Position: Q1 2026 in Review

Private Advisory Group increased its Co-Diagnostics (CODX) stake by 5.1% in Q1 2026, buying an estimated $6.83K and bringing the position to 41,387 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #275.

Private Advisory Group first reported a position in CODX in Q4 2024 and has held it in 6 quarters since. The position peaked at $886K in Q4 2024. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

  • Private Advisory Group held 41,387 shares of Co-Diagnostics worth $77K as of Q1 2026.
  • Private Advisory Group bought 1,999 Co-Diagnostics shares in Q1 2026, an estimated $6.83K.
  • Co-Diagnostics made up 0.01% of Private Advisory Group's portfolio in Q1 2026, its #275 holding.
  • Private Advisory Group first reported a position in Co-Diagnostics in Q4 2024 and has held it in 6 quarters since.
  • Private Advisory Group's Co-Diagnostics position peaked at $886K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.