EWA
CAI

EverSource Wealth Advisors’s Caris Life Sciences CAI Stock Holding History

EverSource Wealth Advisors’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.24K Buy
294
+260
+765% +$4.65K ﹤0.01% 3260
2026
Q1 		$608 Buy
+34
New +$743 ﹤0.01% 4014

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Caris Life Sciences (CAI) stake by 765% in Q2 2026, buying an estimated $4.65K and bringing the position to 294 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

EverSource Wealth Advisors first reported a position in CAI in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • EverSource Wealth Advisors held 294 shares of Caris Life Sciences worth $5.24K as of Q2 2026.
  • EverSource Wealth Advisors bought 260 Caris Life Sciences shares in Q2 2026, an estimated $4.65K.
  • Caris Life Sciences made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3260 holding.
  • EverSource Wealth Advisors first reported a position in Caris Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

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