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 Q2	$466	Hold	100	–	–	﹤0.01%	4465
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

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Jupiter Topco New York $245B AUM

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Lexeo Therapeutics (LXEO) position steady in Q2 2026 at 100 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

Steward Partners Investment Advisory first reported a position in LXEO in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.33K in Q4 2023. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

Steward Partners Investment Advisory held 100 shares of Lexeo Therapeutics worth $466 as of Q2 2026.
Steward Partners Investment Advisory left its Lexeo Therapeutics share count unchanged in Q2 2026.
Lexeo Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4465 holding.
Steward Partners Investment Advisory first reported a position in Lexeo Therapeutics in Q4 2023 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Lexeo Therapeutics position peaked at $4.33K in Q4 2023.
141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

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