Stonebridge Financial Group (Pennsylvania)’s 23andMe Holding Co ME Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio ME Stock Details ME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-250	Closed	-$185	–	1011
2025 Q1	$185	Hold	250	–	–	﹤0.01%	941
2024 Q4	$813	Buy	+250	New	+$1.08K	﹤0.01%	781

Other funds holding ME

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ME Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of 23andMe Holding Co (ME) in Q2 2025, closing a stake of 250 shares — an estimated $185 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ME in Q4 2024 and held it in 2 quarters. The position peaked at $813 in Q4 2024. 2 funds tracked by Wall St. Rank hold ME as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining 23andMe Holding Co position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 250 23andMe Holding Co shares in Q2 2025, an estimated $185.
Stonebridge Financial Group (Pennsylvania) first reported a position in 23andMe Holding Co in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s 23andMe Holding Co position peaked at $813 in Q4 2024.
2 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.