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Values First Advisors’s Ardelyx ARDX Stock Holding History

Values First Advisors’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
-30,110
Closed -$148K – 184
2025
Q1 		$148K Sell
30,110
-628
-2% -$3.37K 0.09% 164
2024
Q4 		$156K Sell
30,738
-15,544
-34% -$85.9K 0.09% 179
2024
Q3 		$319K Buy
46,282
+5,890
+15% +$34.8K 0.17% 122
2024
Q2 		$299K Sell
40,392
-1,691
-4% -$11.9K 0.18% 126
2024
Q1 		$307K Buy
42,083
+27,063
+180% +$232K 0.18% 129
2023
Q4 		$93.1K Buy
+15,020
New +$67.4K 0.06% 154

Other funds holding ARDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Values First Advisors's ARDX Position: Q2 2025 in Review

Values First Advisors sold out of Ardelyx (ARDX) in Q2 2025, closing a stake of 30,110 shares — an estimated $148K sold.

Values First Advisors first reported a position in ARDX in Q4 2023 and held it in 6 quarters. The position peaked at $319K in Q3 2024. 206 funds tracked by Wall St. Rank hold ARDX as of Q2 2025.

  • Values First Advisors reported no remaining Ardelyx position as of Q2 2025 after selling out during the quarter.
  • Values First Advisors sold 30,110 Ardelyx shares in Q2 2025, an estimated $148K.
  • Values First Advisors first reported a position in Ardelyx in Q4 2023 and held it in 6 quarters.
  • Values First Advisors's Ardelyx position peaked at $319K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Ardelyx as of Q2 2025.

Based on Values First Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.