Private Wealth Management Group’s Adaptive Biotechnologies ADPT Stock Holding History

Private Wealth Management Group’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	$3.26K	Hold	152	–	–	﹤0.01%	998
2026 Q1	$2.11K	Sell	152 -15	-9%	-$239	﹤0.01%	1072
2025 Q4	$2.71K	Hold	167	–	–	﹤0.01%	981
2025 Q3	$2.5K	Hold	167	–	–	﹤0.01%	1040
2025 Q2	$1.95K	Hold	167	–	–	﹤0.01%	1091
2025 Q1	$1.24K	Hold	167	–	–	﹤0.01%	1208
2024 Q4	$1K	Hold	167	–	–	﹤0.01%	1308
2024 Q3	$856	Hold	167	–	–	﹤0.01%	1326
2024 Q2	$605	Buy	+167	New	+$530	﹤0.01%	1393
2024 Q1	–	Sell	-229	Closed	-$1.12K	–	1501
2023 Q4	$1.12K	Buy	+229	New	+$1.04K	﹤0.01%	1223

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

Private Wealth Management Group's ADPT Position: Q2 2026 in Review

Private Wealth Management Group held its Adaptive Biotechnologies (ADPT) position steady in Q2 2026 at 152 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Private Wealth Management Group first reported a position in ADPT in Q4 2023 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

Private Wealth Management Group held 152 shares of Adaptive Biotechnologies worth $3.26K as of Q2 2026.
Private Wealth Management Group left its Adaptive Biotechnologies share count unchanged in Q2 2026.
Adaptive Biotechnologies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #998 holding.
Private Wealth Management Group first reported a position in Adaptive Biotechnologies in Q4 2023 and has held it in 10 quarters since.
300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.