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True Wealth Design’s Adaptive Biotechnologies ADPT Stock Holding History

True Wealth Design’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.73K Hold
267
– – ﹤0.01% 1279
2026
Q1 		$3.71K Hold
267
– – ﹤0.01% 1320
2025
Q4 		$4.34K Hold
267
– – ﹤0.01% 1146
2025
Q3 		$4K Buy
267
+26
+11% +$317 ﹤0.01% 1167
2025
Q2 		$2.81K Sell
241
-3
-1% -$27 ﹤0.01% 1032
2025
Q1 		$1.81K Buy
244
+49
+25% +$377 ﹤0.01% 1042
2024
Q4 		$1.17K Hold
195
– – ﹤0.01% 889
2024
Q3 		$999 Buy
+195
New +$850 ﹤0.01% 973

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's ADPT Position: Q2 2026 in Review

True Wealth Design held its Adaptive Biotechnologies (ADPT) position steady in Q2 2026 at 267 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

True Wealth Design first reported a position in ADPT in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • True Wealth Design held 267 shares of Adaptive Biotechnologies worth $5.73K as of Q2 2026.
  • True Wealth Design left its Adaptive Biotechnologies share count unchanged in Q2 2026.
  • Adaptive Biotechnologies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1279 holding.
  • True Wealth Design first reported a position in Adaptive Biotechnologies in Q3 2024 and has held it in 8 quarters since.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.