EverSource Wealth Advisors’s Adaptive Biotechnologies ADPT Stock Holding History

EverSource Wealth Advisors’s Portfolio ADPT Stock Details ADPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.1K	Sell	842 -134	-14%	-$2.05K	﹤0.01%	2514
2026 Q1	$13.5K	Sell	976 -1,383	-59%	-$22K	﹤0.01%	2753
2025 Q4	$38.3K	Buy	2,359 +1,565	+197%	+$25.5K	﹤0.01%	1936
2025 Q3	$11.9K	Buy	794 +36	+5%	+$439	﹤0.01%	2724
2025 Q2	$8.83K	Buy	758 +342	+82%	+$3.11K	﹤0.01%	2882
2025 Q1	$3.09K	Buy	416 +330	+384%	+$2.54K	﹤0.01%	2719
2024 Q4	$516	Buy	+86	New	+$474	﹤0.01%	3189
2022 Q2	–	Sell	-167	Closed	-$2K	–	1698
2022 Q1	$2K	Buy	167 +129	+339%	+$2.03K	﹤0.01%	1485
2021 Q4	$1K	Buy	+38	New	+$1.17K	﹤0.01%	1669

Other funds holding ADPT

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's ADPT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Adaptive Biotechnologies (ADPT) stake by 14% in Q2 2026, selling an estimated $2.05K and leaving 842 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

EverSource Wealth Advisors first reported a position in ADPT in Q4 2021 and has held it in 9 quarters since. The position peaked at $38.3K in Q4 2025. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

EverSource Wealth Advisors held 842 shares of Adaptive Biotechnologies worth $18.1K as of Q2 2026.
EverSource Wealth Advisors sold 134 Adaptive Biotechnologies shares in Q2 2026, an estimated $2.05K.
Adaptive Biotechnologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2514 holding.
EverSource Wealth Advisors first reported a position in Adaptive Biotechnologies in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's Adaptive Biotechnologies position peaked at $38.3K in Q4 2025.
300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.