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EverSource Wealth Advisors’s Candel Therapeutics CADL Stock Holding History

EverSource Wealth Advisors’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-86
Closed -$439 – 4296
2025
Q3 		$439 Buy
+86
New +$497 ﹤0.01% 3982
2025
Q2 		– Sell
-38
Closed -$215 – 4266
2025
Q1 		$215 Buy
+38
New +$311 ﹤0.01% 3694

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EverSource Wealth Advisors's CADL Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Candel Therapeutics (CADL) in Q4 2025, closing a stake of 86 shares — an estimated $439 sold.

EverSource Wealth Advisors first reported a position in CADL in Q1 2025 and held it in 2 quarters. The position peaked at $439 in Q3 2025. 84 funds tracked by Wall St. Rank hold CADL as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Candel Therapeutics position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 86 Candel Therapeutics shares in Q4 2025, an estimated $439.
  • EverSource Wealth Advisors first reported a position in Candel Therapeutics in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Candel Therapeutics position peaked at $439 in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Candel Therapeutics as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.