EverSource Wealth Advisors’s Capricor Therapeutics CAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241	Sell	10 -249	-96%	-$7.55K	﹤0.01%	4230
2026 Q1	$7.87K	Buy	+259	New	+$6.9K	﹤0.01%	3046
2025 Q3	–	Sell	-35	Closed	-$348	–	4344
2025 Q2	$348	Sell	35 -4	-10%	-$42	﹤0.01%	3980
2025 Q1	$370	Buy	+39	New	+$541	﹤0.01%	3552

Other funds holding CAPR

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

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Capricor Therapeutics (CAPR) stake by 96% in Q2 2026, selling an estimated $7.55K and leaving 10 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

EverSource Wealth Advisors first reported a position in CAPR in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.87K in Q1 2026. 169 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

EverSource Wealth Advisors held 10 shares of Capricor Therapeutics worth $241 as of Q2 2026.
EverSource Wealth Advisors sold 249 Capricor Therapeutics shares in Q2 2026, an estimated $7.55K.
Capricor Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4230 holding.
EverSource Wealth Advisors first reported a position in Capricor Therapeutics in Q1 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's Capricor Therapeutics position peaked at $7.87K in Q1 2026.
169 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

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