True Wealth Design
ADPT icon

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
Q3 		$7.78K Buy
269
+2
+0.7% +$49 ﹤0.01% 1171
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

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Leeward Financial Partners
Leeward Financial Partners Bellevue, Washington $388M AUM 19.79% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return

True Wealth Design's ADPT Position: Q3 2026 in Review

True Wealth Design increased its Adaptive Biotechnologies (ADPT) stake by 0.75% in Q3 2026, buying an estimated $49 and bringing the position to 269 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

True Wealth Design first reported a position in ADPT in Q3 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold ADPT as of Q3 2026.

  • True Wealth Design held 269 shares of Adaptive Biotechnologies worth $7.78K as of Q3 2026.
  • True Wealth Design bought 2 Adaptive Biotechnologies shares in Q3 2026, an estimated $49.
  • Adaptive Biotechnologies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1171 holding.
  • True Wealth Design first reported a position in Adaptive Biotechnologies in Q3 2024 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.