Summit X LLC’s Mesoblast MESO Stock Holding History

Summit X LLC’s Portfolio MESO Stock Details MESO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-199,295	Closed	-$2.17M	–	151
2025 Q2	$2.17M	Buy	199,295 +1,132	+0.6%	+$12.7K	0.4%	50
2025 Q1	$2.47M	Buy	198,163 +52,508	+36%	+$865K	0.52%	38
2024 Q4	$2.88M	Sell	145,655 -2,039	-1%	-$22.6K	0.64%	33
2024 Q3	$1.01M	Hold	147,694	–	–	0.24%	83
2024 Q2	$1.01M	Buy	147,694 +7,942	+6%	+$54.3K	0.23%	87
2024 Q1	$700K	Buy	139,752 +124,246	+801%	+$265K	0.18%	100
2023 Q4	$34.1K	Buy	15,506 +1,501	+11%	+$3.58K	0.01%	187
2023 Q3	$34.5K	Buy	14,005 +1,400	+11%	+$6.69K	0.01%	178
2023 Q2	$98.6K	Buy	12,605 +3,499	+38%	+$25K	0.02%	265
2023 Q1	$59.9K	Buy	9,106 +201	+2%	+$1.33K	0.02%	257
2022 Q4	$39.5K	Buy	8,905 +1,331	+18%	+$8.32K	0.01%	238
2022 Q3	$42K	Sell	7,574 -1,331	-15%	-$8.04K	0.01%	240
2022 Q2	$39K	Buy	8,905 +1,500	+20%	+$10.3K	0.01%	239
2022 Q1	$60K	Buy	+7,405	New	+$63K	0.01%	246
2020 Q4	–	Sell	-9,070	Closed	-$539	–	362
2020 Q3	$539	Buy	+9,070	New	+$284K	0.01%	307

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group

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Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return