Waverly Advisors’s Serina Therapeutics SER Stock Holding History

Waverly Advisors’s Portfolio SER Stock Details SER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Hold	67,492	–	–	﹤0.01%	1662
2026 Q1	$131K	Hold	67,492	–	–	﹤0.01%	1519
2025 Q4	$129K	Hold	67,492	–	–	﹤0.01%	1413
2025 Q3	$362K	Hold	67,492	–	–	﹤0.01%	970
2025 Q2	$416K	Hold	67,492	–	–	﹤0.01%	860
2025 Q1	$383K	Hold	67,492	–	–	﹤0.01%	852
2024 Q4	$338K	Hold	67,492	–	–	0.01%	788
2024 Q3	$452K	Buy	67,492 +44,007	+187%	+$349K	0.01%	607
2024 Q2	$225K	Buy	+23,485	New	+$231K	﹤0.01%	736

Other funds holding SER

SCM

Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Waverly Advisors's SER Position: Q2 2026 in Review

Waverly Advisors held its Serina Therapeutics (SER) position steady in Q2 2026 at 67,492 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Waverly Advisors first reported a position in SER in Q2 2024 and has held it in 9 quarters since. The position peaked at $452K in Q3 2024. 27 funds tracked by Wall St. Rank hold SER as of Q2 2026.

Waverly Advisors held 67,492 shares of Serina Therapeutics worth $131K as of Q2 2026.
Waverly Advisors left its Serina Therapeutics share count unchanged in Q2 2026.
Serina Therapeutics made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1662 holding.
Waverly Advisors first reported a position in Serina Therapeutics in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's Serina Therapeutics position peaked at $452K in Q3 2024.
27 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.