Position in CRMD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$286,281
+$121,251 QoQ
Shares Held
36,469
+50.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 13 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in CRMD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $166,117,226 across 147 Biotechnology names. CRMD ranks #72 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
45,889 | $22,794,442 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
33,880 | $21,125,535 | |
| 3 | INCY |
Incyte Corp
|
151,505 | $17,174,606 | |
| 4 | EXEL |
Exelixis, Inc.
|
207,728 | $11,302,480 | |
| 5 | RPRX |
Royalty Pharma plc
|
179,888 | $10,086,320 | |
| 6 | CORT |
Corcept Therapeutics Inc
|
76,278 | $6,632,372 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
|
70,797 | $5,541,281 | |
| 8 | AXSM |
Axsome Therapeutics, Inc.
|
19,919 | $4,875,573 |
All Filings in CRMD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,281 | 36,469 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $165,030 | 24,305 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $320,290 | 27,540 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $300,437 | 25,833 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $358,684 | 29,114 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $170,237 | 27,636 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $251,464 | 31,045 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $421,646 | 52,184 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $204,588 | 47,249 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $187,344 | 44,185 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $161,785 | 43,028 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $151,970 | 41,073 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||