Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Adaptive Biotechnologies ADPT Stock Holding History

Steward Partners Investment Advisory’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 		$10.1K Hold
469
– – ﹤0.01% 3734
2026
Q1 		$6.51K Hold
469
– – ﹤0.01% 3720
2025
Q4 		$7.62K Hold
469
– – ﹤0.01% 3554
2025
Q3 		$7.02K Buy
+469
New +$5.71K ﹤0.01% 3541
2020
Q3 		– Sell
-1,000
Closed -$48K – 2723
2020
Q2 		$48K Hold
1,000
– – ﹤0.01% 1424
2020
Q1 		$27K Buy
+1,000
New +$27.9K ﹤0.01% 1487

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Partners Investment Advisory's ADPT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Adaptive Biotechnologies (ADPT) position steady in Q2 2026 at 469 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3734.

Steward Partners Investment Advisory first reported a position in ADPT in Q1 2020 and has held it in 6 quarters since. The position peaked at $48K in Q2 2020. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Steward Partners Investment Advisory held 469 shares of Adaptive Biotechnologies worth $10.1K as of Q2 2026.
  • Steward Partners Investment Advisory left its Adaptive Biotechnologies share count unchanged in Q2 2026.
  • Adaptive Biotechnologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3734 holding.
  • Steward Partners Investment Advisory first reported a position in Adaptive Biotechnologies in Q1 2020 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Adaptive Biotechnologies position peaked at $48K in Q2 2020.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.