Wealth Group’s PDS Biotechnology PDSB Stock Holding History

Wealth Group’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,399	Closed	-$8K	–	115
2026 Q1	$8K	Hold	13,399	–	–	0.01%	88
2025 Q4	$10K	Buy	+13,399	New	+$12.1K	0.01%	84
2025 Q2	$18K	Sell	13,399 -2,000	-13%	-$2.72K	0.02%	89
2025 Q1	$18K	Hold	15,399	–	–	0.01%	156
2024 Q4	$25K	Hold	15,399	–	–	0.02%	159
2024 Q3	$59K	Hold	15,399	–	–	0.04%	150
2024 Q2	$45K	Hold	15,399	–	–	0.03%	147
2024 Q1	$61K	Buy	+15,399	New	+$79.3K	0.05%	148

Other funds holding PDSB

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MCM

Militia Capital Management Austin, Texas $3.37B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Wealth Group's PDSB Position: Q2 2026 in Review

Wealth Group sold out of PDS Biotechnology (PDSB) in Q2 2026, closing a stake of 13,399 shares — an estimated $8K sold.

Wealth Group first reported a position in PDSB in Q1 2024 and held it in 8 quarters. The position peaked at $61K in Q1 2024. 52 funds tracked by Wall St. Rank hold PDSB as of Q2 2026.

Wealth Group reported no remaining PDS Biotechnology position as of Q2 2026 after selling out during the quarter.
Wealth Group sold 13,399 PDS Biotechnology shares in Q2 2026, an estimated $8K.
Wealth Group first reported a position in PDS Biotechnology in Q1 2024 and held it in 8 quarters.
Wealth Group's PDS Biotechnology position peaked at $61K in Q1 2024.
52 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.