XML Financial’s Catalyst Pharmaceutical CPRX Stock Holding History

XML Financial’s Portfolio CPRX Stock Details CPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,000	Closed	-$197K	–	448
2025 Q3	$197K	Hold	10,000	–	–	0.02%	376
2025 Q2	$217K	Hold	10,000	–	–	0.02%	345
2025 Q1	$243K	Sell	10,000 -20,000	-67%	-$450K	0.02%	313
2024 Q4	$626K	Hold	30,000	–	–	0.06%	205
2024 Q3	$596K	Hold	30,000	–	–	0.06%	213
2024 Q2	$465K	Hold	30,000	–	–	0.05%	225
2024 Q1	$478K	Hold	30,000	–	–	0.05%	228
2023 Q4	$504K	Hold	30,000	–	–	0.05%	213
2023 Q3	$351K	Hold	30,000	–	–	0.04%	238
2023 Q2	$403K	Hold	30,000	–	–	0.05%	242
2023 Q1	$497K	Hold	30,000	–	–	0.06%	205
2022 Q4	$558K	Hold	30,000	–	–	0.07%	199
2022 Q3	$385K	Hold	30,000	–	–	0.05%	216
2022 Q2	$210K	Hold	30,000	–	–	0.05%	211
2022 Q1	$249K	Sell	30,000 -10,000	-25%	-$70.7K	0.03%	285
2021 Q4	$271K	Hold	40,000	–	–	0.03%	270
2021 Q3	$212K	Hold	40,000	–	–	0.03%	287
2021 Q2	$230K	Hold	40,000	–	–	0.05%	203
2021 Q1	$184K	Hold	40,000	–	–	0.04%	204
2020 Q4	$134K	Hold	40,000	–	–	0.03%	207
2020 Q3	$119K	Hold	40,000	–	–	0.04%	191
2020 Q2	$185K	Buy	+40,000	New	+$180K	0.06%	183

Other funds holding CPRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

XML Financial's CPRX Position: Q4 2025 in Review

XML Financial sold out of Catalyst Pharmaceutical (CPRX) in Q4 2025, closing a stake of 10,000 shares — an estimated $197K sold.

XML Financial first reported a position in CPRX in Q2 2020 and held it in 22 quarters. The position peaked at $626K in Q4 2024. 373 funds tracked by Wall St. Rank hold CPRX as of Q4 2025.

XML Financial reported no remaining Catalyst Pharmaceutical position as of Q4 2025 after selling out during the quarter.
XML Financial sold 10,000 Catalyst Pharmaceutical shares in Q4 2025, an estimated $197K.
XML Financial first reported a position in Catalyst Pharmaceutical in Q2 2020 and held it in 22 quarters.
XML Financial's Catalyst Pharmaceutical position peaked at $626K in Q4 2024.
373 funds tracked by Wall St. Rank held Catalyst Pharmaceutical as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.