SIS
ADPT icon

Sound Income Strategies’s Adaptive Biotechnologies ADPT Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-2,162
Closed -$31.2K – 512
2026
Q1 		$31.2K Sell
2,162
-66
-3% -$1.05K ﹤0.01% 1004
2025
Q4 		$39K Buy
2,228
+326
+17% +$5.32K ﹤0.01% 891
2025
Q3 		$29.8K Buy
+1,902
New +$23.2K ﹤0.01% 703

Other funds holding ADPT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Sound Income Strategies's ADPT Position: Q2 2026 in Review

Sound Income Strategies sold out of Adaptive Biotechnologies (ADPT) in Q2 2026, closing a stake of 2,162 shares — an estimated $31.2K sold.

Sound Income Strategies first reported a position in ADPT in Q3 2025 and held it in 3 quarters. The position peaked at $39K in Q4 2025. 72 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Sound Income Strategies reported no remaining Adaptive Biotechnologies position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,162 Adaptive Biotechnologies shares in Q2 2026, an estimated $31.2K.
  • Sound Income Strategies first reported a position in Adaptive Biotechnologies in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Adaptive Biotechnologies position peaked at $39K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.