Position in TCRX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$92,377
+$914 QoQ
Shares Held
91,463
0.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TCRX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026NewEdge Wealth, LLC holds $20,244,273 across 19 Biotechnology names. TCRX ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
9,788 | $4,370,733 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
9,201 | $3,044,334 | |
| 3 | BHVN |
Biohaven Ltd.
|
246,503 | $2,085,415 | |
| 4 | EXEL |
Exelixis, Inc.
|
42,331 | $1,815,576 | |
| 5 | INVA |
Innoviva, Inc.
|
77,134 | $1,797,222 | |
| 6 | CORT |
Corcept Therapeutics Inc
|
27,887 | $1,124,124 | |
| 7 | NVAX |
Novavax Inc
|
130,000 | $1,058,200 | |
| 8 | VKTX |
Viking Therapeutics, Inc.
|
21,856 | $711,194 |
All Filings in TCRX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,377 | 91,463 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $91,463 | 91,463 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $166,462 | 91,463 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $132,621 | 91,463 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $126,218 | 91,463 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $278,047 | 91,463 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $455,485 | 91,463 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $535,058 | 91,463 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $726,216 | 91,463 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $533,229 | 91,463 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $234,145 | 91,463 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $228,657 | 91,463 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $192,072 | 91,463 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $141,767 | 91,463 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||