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Wealthspire Advisors (New York)’s Adaptive Biotechnologies ADPT Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$105 – 1059
2025
Q3 		$105 Buy
+7
New +$85 ﹤0.01% 2990

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Westfield Capital Management
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Geode Capital Management
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State Street
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Invesco
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Lord, Abbett & Co
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s ADPT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Adaptive Biotechnologies (ADPT) in Q4 2025, closing a stake of 7 shares — an estimated $105 sold.

Wealthspire Advisors (New York) first reported a position in ADPT in Q3 2025 and held it in 1 quarter. The position peaked at $105 in Q3 2025. 283 funds tracked by Wall St. Rank hold ADPT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Adaptive Biotechnologies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7 Adaptive Biotechnologies shares in Q4 2025, an estimated $105.
  • Wealthspire Advisors (New York) first reported a position in Adaptive Biotechnologies in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Adaptive Biotechnologies position peaked at $105 in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.