SVB Wealth’s Ardelyx ARDX Stock Holding History

SVB Wealth’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-312	Closed	-$1.53K	–	538
2025 Q1	$1.53K	Buy	+312	New	+$1.68K	﹤0.01%	1282

Other funds holding ARDX

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SVB Wealth's ARDX Position: Q2 2025 in Review

SVB Wealth sold out of Ardelyx (ARDX) in Q2 2025, closing a stake of 312 shares — an estimated $1.53K sold.

SVB Wealth first reported a position in ARDX in Q1 2025 and held it in 1 quarter. The position peaked at $1.53K in Q1 2025. 206 funds tracked by Wall St. Rank hold ARDX as of Q2 2025.

SVB Wealth reported no remaining Ardelyx position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 312 Ardelyx shares in Q2 2025, an estimated $1.53K.
SVB Wealth first reported a position in Ardelyx in Q1 2025 and held it in 1 quarter.
SVB Wealth's Ardelyx position peaked at $1.53K in Q1 2025.
206 funds tracked by Wall St. Rank held Ardelyx as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.