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Sigma Planning Corp’s Adaptive Biotechnologies ADPT Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-32,550
Closed -$529K – 1311
2025
Q4 		$529K Buy
32,550
+19,535
+150% +$319K 0.01% 776
2025
Q3 		$195K Buy
+13,015
New +$159K 0.01% 1220

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sigma Planning Corp's ADPT Position: Q1 2026 in Review

Sigma Planning Corp sold out of Adaptive Biotechnologies (ADPT) in Q1 2026, closing a stake of 32,550 shares — an estimated $529K sold.

Sigma Planning Corp first reported a position in ADPT in Q3 2025 and held it in 2 quarters. The position peaked at $529K in Q4 2025. 298 funds tracked by Wall St. Rank hold ADPT as of Q1 2026.

  • Sigma Planning Corp reported no remaining Adaptive Biotechnologies position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 32,550 Adaptive Biotechnologies shares in Q1 2026, an estimated $529K.
  • Sigma Planning Corp first reported a position in Adaptive Biotechnologies in Q3 2025 and held it in 2 quarters.
  • Sigma Planning Corp's Adaptive Biotechnologies position peaked at $529K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.