EverSource Wealth Advisors’s Cadeler CDLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$19	–	4406
2025 Q4	$19	Buy	+1	New	+$19	﹤0.01%	4220

Other funds holding CDLR

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

EverSource Wealth Advisors's CDLR Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Cadeler (CDLR) in Q1 2026, closing a stake of 1 share — an estimated $19 sold.

EverSource Wealth Advisors first reported a position in CDLR in Q4 2025 and held it in 1 quarter. The position peaked at $19 in Q4 2025. 56 funds tracked by Wall St. Rank hold CDLR as of Q1 2026.

EverSource Wealth Advisors reported no remaining Cadeler position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 1 Cadeler share in Q1 2026, an estimated $19.
EverSource Wealth Advisors first reported a position in Cadeler in Q4 2025 and held it in 1 quarter.
EverSource Wealth Advisors's Cadeler position peaked at $19 in Q4 2025.
56 funds tracked by Wall St. Rank held Cadeler as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.