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Ritholtz Wealth Management’s Puma Biotechnology PBYI Stock Holding History

Ritholtz Wealth Management’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.08M Sell
749,798
-24,510
-3% -$179K 0.09% 141
2026
Q1 		$4.95M Buy
774,308
+80,307
+12% +$518K 0.09% 161
2025
Q4 		$4.13M Buy
694,001
+223,234
+47% +$1.19M 0.08% 182
2025
Q3 		$2.5M Buy
470,767
+273,782
+139% +$1.16M 0.05% 277
2025
Q2 		$676K Buy
+196,985
New +$629K 0.01% 551
2025
Q1 		– Sell
-20,128
Closed -$61.4K – 960
2024
Q4 		$61.4K Sell
20,128
-1,472
-7% -$4.28K ﹤0.01% 846
2024
Q3 		$55.1K Sell
21,600
-12,159
-36% -$36.8K ﹤0.01% 864
2024
Q2 		$110K Sell
33,759
-3,565
-10% -$15.7K ﹤0.01% 800
2024
Q1 		$198K Buy
37,324
+22,146
+146% +$119K 0.01% 744
2023
Q4 		$65.7K Buy
+15,178
New +$50.3K ﹤0.01% 746

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritholtz Wealth Management's PBYI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Puma Biotechnology (PBYI) stake by 3.2% in Q2 2026, selling an estimated $179K and leaving 749,798 shares worth $6.08M. The position accounts for 0.09% of the portfolio, ranked #141.

Ritholtz Wealth Management first reported a position in PBYI in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Ritholtz Wealth Management held 749,798 shares of Puma Biotechnology worth $6.08M as of Q2 2026.
  • Ritholtz Wealth Management sold 24,510 Puma Biotechnology shares in Q2 2026, an estimated $179K.
  • Puma Biotechnology made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Ritholtz Wealth Management first reported a position in Puma Biotechnology in Q4 2023 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.