SPIA
ADPT icon

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
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 $35.7B AUM 21.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's ADPT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Adaptive Biotechnologies (ADPT) position steady in Q1 2026 at 469 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

Steward Partners Investment Advisory first reported a position in ADPT in Q1 2020 and has held it in 5 quarters since. The position peaked at $48K in Q2 2020. 295 funds tracked by Wall St. Rank hold ADPT as of Q1 2026.

  • Steward Partners Investment Advisory held 469 shares of Adaptive Biotechnologies worth $6.51K as of Q1 2026.
  • Steward Partners Investment Advisory left its Adaptive Biotechnologies share count unchanged in Q1 2026.
  • Adaptive Biotechnologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3720 holding.
  • Steward Partners Investment Advisory first reported a position in Adaptive Biotechnologies in Q1 2020 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Adaptive Biotechnologies position peaked at $48K in Q2 2020.
  • 295 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.