EWA
CADL icon

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
2026
Q2 		$258 Buy
+25
New +$189 ﹤0.01% 4221
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 $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Candel Therapeutics (CADL) in Q2 2026: 25 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #4221 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in CADL as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in CADL in Q1 2025 and has held it in 3 quarters since. The position peaked at $439 in Q3 2025. 138 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

  • EverSource Wealth Advisors held 25 shares of Candel Therapeutics worth $258 as of Q2 2026.
  • Candel Therapeutics was a new EverSource Wealth Advisors position in Q2 2026.
  • Candel Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4221 holding.
  • EverSource Wealth Advisors first reported a position in Candel Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Candel Therapeutics position peaked at $439 in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

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