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Sio Capital Management’s Serina Therapeutics SER Stock Holding History

Sio Capital Management’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Hold
1,000,000
– – 0.32% 46
2026
Q1 		$1.94M Buy
+1,000,000
New +$2.2M 0.28% 56

Other funds holding SER

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Sio Capital Management's SER Position: Q2 2026 in Review

Sio Capital Management held its Serina Therapeutics (SER) position steady in Q2 2026 at 1,000,000 shares worth $1.94M. The position accounts for 0.32% of the portfolio, ranked #46.

Sio Capital Management first reported a position in SER in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold SER as of Q2 2026.

  • Sio Capital Management held 1,000,000 shares of Serina Therapeutics worth $1.94M as of Q2 2026.
  • Sio Capital Management left its Serina Therapeutics share count unchanged in Q2 2026.
  • Serina Therapeutics made up 0.32% of Sio Capital Management's portfolio in Q2 2026, its #46 holding.
  • Sio Capital Management first reported a position in Serina Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Sio Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.