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Wagner Wealth Management (South Carolina)’s Sera Prognostics SERA Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6K Hold
12,400
– – ﹤0.01% 205
2026
Q1 		$25.2K Sell
12,400
-286
-2% -$737 0.01% 200
2025
Q4 		$37.4K Buy
12,686
+286
+2% +$923 0.01% 187
2025
Q3 		$37.9K Hold
12,400
– – 0.01% 175
2025
Q2 		$34.3K Buy
+12,400
New +$30.7K 0.01% 178

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Wagner Wealth Management (South Carolina)'s SERA Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Sera Prognostics (SERA) position steady in Q2 2026 at 12,400 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Wagner Wealth Management (South Carolina) first reported a position in SERA in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.9K in Q3 2025. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 12,400 shares of Sera Prognostics worth $22.6K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #205 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Sera Prognostics in Q2 2025 and has held it in 5 quarters since.
  • Wagner Wealth Management (South Carolina)'s Sera Prognostics position peaked at $37.9K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.