Steward Partners Investment Advisory’s Black Diamond Therapeutics BDTX Stock Holding History

Steward Partners Investment Advisory’s Portfolio BDTX Stock Details BDTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200	Closed	-$486	–	4434
2025 Q4	$486	Hold	200	–	–	﹤0.01%	4152
2025 Q3	$758	Sell	200 -1,000	-83%	-$2.92K	﹤0.01%	4084
2025 Q2	$2.98K	Hold	1,200	–	–	﹤0.01%	3642
2025 Q1	$1.86K	Sell	1,200 -315	-21%	-$660	﹤0.01%	3658
2024 Q4	$3.24K	Sell	1,515 -135	-8%	-$387	﹤0.01%	3496
2024 Q3	$7.18K	Sell	1,650 -1,500	-48%	-$8.16K	﹤0.01%	3072
2024 Q2	$14.7K	Sell	3,150 -100	-3%	-$537	﹤0.01%	2642
2024 Q1	$16.5K	Buy	3,250 +2,250	+225%	+$9.07K	﹤0.01%	2595
2023 Q4	$2.81K	Sell	1,000 -2,750	-73%	-$6.45K	﹤0.01%	3143
2023 Q3	$10.8K	Buy	+3,750	New	+$13.8K	﹤0.01%	2570
2021 Q2	–	Sell	-110	Closed	-$2.67K	–	7110
2021 Q1	$2.67K	Buy	+110	New	+$2.97K	﹤0.01%	3168

Other funds holding BDTX

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Black Diamond Therapeutics (BDTX) in Q1 2026, closing a stake of 200 shares — an estimated $486 sold.

Steward Partners Investment Advisory first reported a position in BDTX in Q1 2021 and held it in 11 quarters. The position peaked at $16.5K in Q1 2024. 104 funds tracked by Wall St. Rank hold BDTX as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Black Diamond Therapeutics position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Black Diamond Therapeutics shares in Q1 2026, an estimated $486.
Steward Partners Investment Advisory first reported a position in Black Diamond Therapeutics in Q1 2021 and held it in 11 quarters.
Steward Partners Investment Advisory's Black Diamond Therapeutics position peaked at $16.5K in Q1 2024.
104 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q1 2026.

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