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Y-Intercept (HK)’s Lexeo Therapeutics LXEO Stock Holding History

Y-Intercept (HK)’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-142,571
Closed -$818K – 1977
2026
Q1 		$818K Sell
142,571
-88,592
-38% -$628K 0.02% 1106
2025
Q4 		$2.3M Buy
+231,163
New +$2.11M 0.05% 561

Other funds holding LXEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Y-Intercept (HK)'s LXEO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Lexeo Therapeutics (LXEO) in Q2 2026, closing a stake of 142,571 shares — an estimated $818K sold.

Y-Intercept (HK) first reported a position in LXEO in Q4 2025 and held it in 2 quarters. The position peaked at $2.3M in Q4 2025. 16 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Lexeo Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 142,571 Lexeo Therapeutics shares in Q2 2026, an estimated $818K.
  • Y-Intercept (HK) first reported a position in Lexeo Therapeutics in Q4 2025 and held it in 2 quarters.
  • Y-Intercept (HK)'s Lexeo Therapeutics position peaked at $2.3M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.