EWA
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EverSource Wealth Advisors’s Ardelyx ARDX Stock Holding History

EverSource Wealth Advisors’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.1K Buy
6,199
+763
+14% +$5.05K ﹤0.01% 2101
2025
Q4 		$31.7K Sell
5,436
-354
-6% -$1.97K ﹤0.01% 2066
2025
Q3 		$31.9K Buy
5,790
+1,016
+21% +$5.52K ﹤0.01% 2017
2025
Q2 		$18.7K Buy
4,774
+3,881
+435% +$16K ﹤0.01% 2346
2025
Q1 		$4.38K Buy
893
+362
+68% +$1.94K ﹤0.01% 2562
2024
Q4 		$2.69K Buy
531
+37
+7% +$204 ﹤0.01% 2598
2024
Q3 		$3.4K Hold
494
– – ﹤0.01% 2369
2024
Q2 		$2.74K Sell
494
-84
-15% -$591 ﹤0.01% 2445
2024
Q1 		$3.7K Buy
+578
New +$4.94K ﹤0.01% 2179

Other funds holding ARDX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return