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WoodTrust Financial’s Adaptive Biotechnologies ADPT Stock Holding History

WoodTrust Financial’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
2026
Q3 		$607K Hold
21,000
– – 0.07% 109
2026
Q2 		$450K Buy
21,000
+5,000
+31% +$76.6K 0.05% 124
2026
Q1 		$222K Buy
+16,000
New +$255K 0.03% 163

Other funds holding ADPT

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WoodTrust Financial's ADPT Position: Q3 2026 in Review

WoodTrust Financial held its Adaptive Biotechnologies (ADPT) position steady in Q3 2026 at 21,000 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #109.

WoodTrust Financial first reported a position in ADPT in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold ADPT as of Q3 2026.

  • WoodTrust Financial held 21,000 shares of Adaptive Biotechnologies worth $607K as of Q3 2026.
  • WoodTrust Financial left its Adaptive Biotechnologies share count unchanged in Q3 2026.
  • Adaptive Biotechnologies made up 0.07% of WoodTrust Financial's portfolio in Q3 2026, its #109 holding.
  • WoodTrust Financial first reported a position in Adaptive Biotechnologies in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.