EverSource Wealth Advisors’s Concord Medical Services CCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-440	Closed	-$2.7K	–	4297
2025 Q3	$2.7K	Buy	440 +163	+59%	+$897	﹤0.01%	3411
2025 Q2	$1.59K	Buy	+277	New	+$1.73K	﹤0.01%	3577

Other funds holding CCM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Concord Medical Services (CCM) in Q4 2025, closing a stake of 440 shares — an estimated $2.7K sold.

EverSource Wealth Advisors first reported a position in CCM in Q2 2025 and held it in 2 quarters. The position peaked at $2.7K in Q3 2025. 4 funds tracked by Wall St. Rank hold CCM as of Q4 2025.

EverSource Wealth Advisors reported no remaining Concord Medical Services position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 440 Concord Medical Services shares in Q4 2025, an estimated $2.7K.
EverSource Wealth Advisors first reported a position in Concord Medical Services in Q2 2025 and held it in 2 quarters.
EverSource Wealth Advisors's Concord Medical Services position peaked at $2.7K in Q3 2025.
4 funds tracked by Wall St. Rank held Concord Medical Services as of Q4 2025.

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