CAMX β€” ADVISORS INNER CIRCLE FD

Ownership history in WADDELL & ASSOCIATES, LLC  Β·  12 quarters on record

AI Ownership Summary

WADDELL & ASSOCIATES, LLC reported ADVISORS INNER CIRCLE FD (CAMX) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows CAMX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WADDELL & ASSOCIATES, LLC's position in ADVISORS INNER CIRCLE FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CAMX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WADDELL & ASSOCIATES, LLC held CAMX β€” position size vs. price
% of Fund (quarterly)    CAMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,604 β€” 0% 0.02% $334K 2026-02-14 (Est.) $33.86
2025 Q3 UNCHANGED 10,604 β€” 0% 0.03% $331K 2025-11-10 $30.41
2025 Q2 UNCHANGED 10,604 β€” 0% 0.04% $335K 2025-08-12 $30.61
2025 Q1 REDUCED 10,604 -200 -1.9% 0.04% $319K 2025-05-07 $28.89
2024 Q4 UNCHANGED 10,804 β€” 0% 0.03% $317K 2025-02-13 $30.69
2024 Q3 UNCHANGED 10,804 β€” 0% 0.04% $325K 2024-11-12 $29.46
2024 Q2 UNCHANGED 10,804 β€” 0% 0.04% $308K 2024-08-06 $26.96
2024 Q1 REDUCED 10,804 -108 -1.0% 0.04% $316K 2024-05-08 $28.36
2023 Q4 REDUCED 10,912 -7 -0.1% 0.04% $288K 2024-02-14 $26.38
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WADDELL & ASSOCIATES, LLC and CAMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has WADDELL & ASSOCIATES, LLC reported owning CAMX?

WADDELL & ASSOCIATES, LLC reported CAMX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAMX position in WADDELL & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for CAMX was 0.04% in 2024 Q1.

What is the latest reported CAMX position on this page?

The most recent filing on this page is 2025 Q4, when WADDELL & ASSOCIATES, LLC reported 10,604 shares, equal to 0.02% of portfolio, with an estimated market value of $334K.

What does the chart on this CAMX ownership page compare?

The chart compares WADDELL & ASSOCIATES, LLC's quarterly CAMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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