WA
SER icon

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
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 $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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: Q1 2026 in Review

Waverly Advisors held its Serina Therapeutics (SER) position steady in Q1 2026 at 67,492 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Waverly Advisors first reported a position in SER in Q2 2024 and has held it in 8 quarters since. The position peaked at $452K in Q3 2024. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • Waverly Advisors held 67,492 shares of Serina Therapeutics worth $131K as of Q1 2026.
  • Waverly Advisors left its Serina Therapeutics share count unchanged in Q1 2026.
  • Serina Therapeutics made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1519 holding.
  • Waverly Advisors first reported a position in Serina Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • Waverly Advisors's Serina Therapeutics position peaked at $452K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.