Position in CALC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$85,902
+$17,592 QoQ
Shares Held
83,400
-34.1% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 1 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 60.79136690647482.ToString("F0")%
Shared 0.ToString("F0")%
None 39.20863309352518.ToString("F0")%
Common Shares in CALC Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $26,828,326 across 11 Biotechnology names. CALC ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNKD |
Mannkind Corp
|
4,959,351 | $21,126,835 | |
| 2 | MRNA |
Moderna, Inc.
|
35,750 | $2,503,572 | |
| 3 | INCY |
Incyte Corp
|
7,045 | $798,621 | |
| 4 | RXRX |
Recursion Pharmaceuticals, Inc.
|
190,562 | $699,362 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
7,257 | $395,796 | |
| 6 | VKTX |
Viking Therapeutics, Inc.
|
8,753 | $341,454 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
548 | $272,208 | |
| 8 | EXEL |
Exelixis, Inc.
|
4,266 | $232,113 |
All Filings in CALC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,902 | 83,400 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $68,310 | 126,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $209,891 | 31,850 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $131,345 | 42,700 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $80,720 | 50,450 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $31,324 | 16,400 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||