Simon Quick Advisors’s LeonaBio Inc LONA Stock Holding History

Simon Quick Advisors’s Portfolio LONA Stock Details LONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,054	Closed	-$6.2K	–	398
2025 Q2	$6.2K	Hold	2,054	–	–	﹤0.01%	360
2025 Q1	$5.85K	Hold	2,054	–	–	﹤0.01%	611
2024 Q4	$12.1K	Hold	2,054	–	–	﹤0.01%	492
2024 Q3	$9.16K	Hold	2,054	–	–	﹤0.01%	439
2024 Q2	$54.4K	Hold	2,054	–	–	﹤0.01%	387
2024 Q1	$56.3K	Hold	2,054	–	–	﹤0.01%	415
2023 Q4	$49.9K	Hold	2,054	–	–	﹤0.01%	341
2023 Q3	$41.5K	Hold	2,054	–	–	﹤0.01%	348
2023 Q2	$60.6K	Hold	2,054	–	–	0.01%	282
2023 Q1	$51.3K	Hold	2,054	–	–	0.01%	272
2022 Q4	$65.1K	Hold	2,054	–	–	0.01%	238
2022 Q3	$61K	Hold	2,054	–	–	0.01%	195
2022 Q2	$78K	Buy	+2,054	New	+$188K	0.01%	171

Other funds holding LONA

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PBM

Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Simon Quick Advisors's LONA Position: Q3 2025 in Review

Simon Quick Advisors sold out of LeonaBio Inc (LONA) in Q3 2025, closing a stake of 2,054 shares — an estimated $6.2K sold.

Simon Quick Advisors first reported a position in LONA in Q2 2022 and held it in 13 quarters. The position peaked at $78K in Q2 2022. 34 funds tracked by Wall St. Rank hold LONA as of Q3 2025.

Simon Quick Advisors reported no remaining LeonaBio Inc position as of Q3 2025 after selling out during the quarter.
Simon Quick Advisors sold 2,054 LeonaBio Inc shares in Q3 2025, an estimated $6.2K.
Simon Quick Advisors first reported a position in LeonaBio Inc in Q2 2022 and held it in 13 quarters.
Simon Quick Advisors's LeonaBio Inc position peaked at $78K in Q2 2022.
34 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2025.

Based on Simon Quick Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.