Steward Partners Investment Advisory’s Lexeo Therapeutics LXEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$574	Hold	100	–	–	﹤0.01%	4253
2025 Q4	$993	Hold	100	–	–	﹤0.01%	4088
2025 Q3	$664	Hold	100	–	–	﹤0.01%	4092
2025 Q2	$402	Hold	100	–	–	﹤0.01%	3979
2025 Q1	$347	Hold	100	–	–	﹤0.01%	3887
2024 Q4	$658	Hold	100	–	–	﹤0.01%	3819
2024 Q3	$904	Buy	+100	New	+$1.19K	﹤0.01%	3538
2024 Q1	–	Sell	-323	Closed	-$4.33K	–	3628
2023 Q4	$4.33K	Buy	+323	New	+$4.01K	﹤0.01%	3015

Other funds holding LXEO

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

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

AAA

Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return

RCM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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

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

Steward Partners Investment Advisory held its Lexeo Therapeutics (LXEO) position steady in Q1 2026 at 100 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #4253.

Steward Partners Investment Advisory first reported a position in LXEO in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.33K in Q4 2023. 139 funds tracked by Wall St. Rank hold LXEO as of Q1 2026.

Steward Partners Investment Advisory held 100 shares of Lexeo Therapeutics worth $574 as of Q1 2026.
Steward Partners Investment Advisory left its Lexeo Therapeutics share count unchanged in Q1 2026.
Lexeo Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4253 holding.
Steward Partners Investment Advisory first reported a position in Lexeo Therapeutics in Q4 2023 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Lexeo Therapeutics position peaked at $4.33K in Q4 2023.
139 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q1 2026.

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