PWM
ADAP

Prosperity Wealth Management’s Adaptimmune Therapeutics ADAP Stock Holding History

Prosperity Wealth Management’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
Q4 		– Sell
-19,227
Closed -$2.5K – 252
2025
Q3 		$2.5K Sell
19,227
-536
-3% -$74 ﹤0.01% 240
2025
Q2 		$4.74K Sell
19,763
-35
-0.2% -$9 ﹤0.01% 235
2025
Q1 		$3.9K Sell
19,798
-2,072
-9% -$1.07K ﹤0.01% 217
2024
Q4 		$11.8K Sell
21,870
-2,750
-11% -$2K ﹤0.01% 213
2024
Q3 		$23.4K Sell
24,620
-2,000
-8% -$2.27K 0.01% 192
2024
Q2 		$26K Hold
26,620
– – 0.01% 173
2024
Q1 		$42.1K Sell
26,620
-2,000
-7% -$2.41K 0.02% 151
2023
Q4 		$22.7K Sell
28,620
-2,000
-7% -$1.13K 0.01% 144
2023
Q3 		$23.9K Hold
30,620
– – 0.02% 141
2023
Q2 		$28.3K Hold
30,620
– – 0.02% 154
2023
Q1 		$33.4K Hold
30,620
– – 0.03% 130
2022
Q4 		$44.7K Buy
+30,620
New +$49.6K 0.04% 130

Other funds holding ADAP

JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Prosperity Wealth Management's ADAP Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Adaptimmune Therapeutics (ADAP) in Q4 2025, closing a stake of 19,227 shares — an estimated $2.5K sold.

Prosperity Wealth Management first reported a position in ADAP in Q4 2022 and held it in 12 quarters. The position peaked at $44.7K in Q4 2022. 10 funds tracked by Wall St. Rank hold ADAP as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Adaptimmune Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 19,227 Adaptimmune Therapeutics shares in Q4 2025, an estimated $2.5K.
  • Prosperity Wealth Management first reported a position in Adaptimmune Therapeutics in Q4 2022 and held it in 12 quarters.
  • Prosperity Wealth Management's Adaptimmune Therapeutics position peaked at $44.7K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.