Steward Partners Investment Advisory’s Fulcrum Therapeutics FULC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-790	Closed	-$2.27K	–	4171
2025 Q1	$2.27K	Hold	790	–	–	﹤0.01%	3617
2024 Q4	$3.71K	Hold	790	–	–	﹤0.01%	3468
2024 Q3	$2.82K	Hold	790	–	–	﹤0.01%	3367
2024 Q2	$4.9K	Sell	790 -883	-53%	-$6.69K	﹤0.01%	3055
2024 Q1	$15.8K	Buy	1,673 +883	+112%	+$7.88K	﹤0.01%	2620
2023 Q4	$5.33K	Hold	790	–	–	﹤0.01%	2936
2023 Q3	$3.51K	Hold	790	–	–	﹤0.01%	2936
2023 Q2	$2.61K	Hold	790	–	–	﹤0.01%	2977
2023 Q1	$2.25K	Buy	+790	New	+$7.08K	﹤0.01%	2993

Other funds holding FULC

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's FULC Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Fulcrum Therapeutics (FULC) in Q2 2025, closing a stake of 790 shares — an estimated $2.27K sold.

Steward Partners Investment Advisory first reported a position in FULC in Q1 2023 and held it in 9 quarters. The position peaked at $15.8K in Q1 2024. 122 funds tracked by Wall St. Rank hold FULC as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Fulcrum Therapeutics position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 790 Fulcrum Therapeutics shares in Q2 2025, an estimated $2.27K.
Steward Partners Investment Advisory first reported a position in Fulcrum Therapeutics in Q1 2023 and held it in 9 quarters.
Steward Partners Investment Advisory's Fulcrum Therapeutics position peaked at $15.8K in Q1 2024.
122 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.