USA Financial Formulas’s Alkermes ALKS Stock Holding History

USA Financial Formulas’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,469	Closed	-$48.5K	–	247
2025 Q1	$48.5K	Buy	+1,469	New	+$47.9K	0.01%	205

Other funds holding ALKS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

USA Financial Formulas's ALKS Position: Q2 2025 in Review

USA Financial Formulas sold out of Alkermes (ALKS) in Q2 2025, closing a stake of 1,469 shares — an estimated $48.5K sold.

USA Financial Formulas first reported a position in ALKS in Q1 2025 and held it in 1 quarter. The position peaked at $48.5K in Q1 2025. 353 funds tracked by Wall St. Rank hold ALKS as of Q2 2025.

USA Financial Formulas reported no remaining Alkermes position as of Q2 2025 after selling out during the quarter.
USA Financial Formulas sold 1,469 Alkermes shares in Q2 2025, an estimated $48.5K.
USA Financial Formulas first reported a position in Alkermes in Q1 2025 and held it in 1 quarter.
USA Financial Formulas's Alkermes position peaked at $48.5K in Q1 2025.
353 funds tracked by Wall St. Rank held Alkermes as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.