WIM
ME

Wittenberg Investment Management’s 23andMe Holding Co ME Stock Holding History

Wittenberg Investment Management’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,014
Closed -$68.3K – 77
2024
Q4 		$68.3K Sell
21,014
-94,733
-82% -$411K 0.03% 74
2024
Q3 		$804K Hold
115,747
– – 0.26% 45
2024
Q2 		$906K Buy
115,747
+1,200
+1% +$11.5K 0.31% 44
2024
Q1 		$1.22M Buy
114,547
+44,677
+64% +$575K 0.42% 41
2023
Q4 		$1.28M Buy
69,870
+12,646
+22% +$219K 0.44% 40
2023
Q3 		$1.12M Buy
57,224
+26,911
+89% +$754K 0.41% 41
2023
Q2 		$1.06M Buy
30,313
+150
+0.5% +$5.97K 0.38% 41
2023
Q1 		$1.38M Buy
30,163
+463
+2% +$22.3K 0.51% 36
2022
Q4 		$1.28M Buy
29,700
+4,675
+19% +$272K 0.52% 40
2022
Q3 		$1.43M Sell
25,025
-3,250
-11% -$213K 0.61% 32
2022
Q2 		$1.4M Buy
28,275
+14,175
+101% +$821K 0.59% 35
2022
Q1 		$1.08M Buy
14,100
+13,550
+2,464% +$1.24M 0.41% 39
2021
Q4 		$73K Buy
+550
New +$102K 0.03% 76

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wittenberg Investment Management's ME Position: Q1 2025 in Review

Wittenberg Investment Management sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 21,014 shares — an estimated $68.3K sold.

Wittenberg Investment Management first reported a position in ME in Q4 2021 and held it in 13 quarters. The position peaked at $1.43M in Q3 2022. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Wittenberg Investment Management reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Wittenberg Investment Management sold 21,014 23andMe Holding Co shares in Q1 2025, an estimated $68.3K.
  • Wittenberg Investment Management first reported a position in 23andMe Holding Co in Q4 2021 and held it in 13 quarters.
  • Wittenberg Investment Management's 23andMe Holding Co position peaked at $1.43M in Q3 2022.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Wittenberg Investment Management's 13F filing for Q1 2025, filed 12 May 2025.