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EverSource Wealth Advisors’s Codexis CDXS Stock Holding History

EverSource Wealth Advisors’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.34K Buy
1,479
+463
+46% +$1.15K ﹤0.01% 3482
2026
Q1 		$1.66K Buy
+1,016
New +$1.45K ﹤0.01% 3700
2025
Q4 		– Sell
-342
Closed -$835 – 4299
2025
Q3 		$835 Hold
342
– – ﹤0.01% 3812
2025
Q2 		$835 Buy
342
+235
+220% +$551 ﹤0.01% 3776
2025
Q1 		$288 Buy
107
+72
+206% +$279 ﹤0.01% 3609
2024
Q4 		$167 Buy
+35
New +$144 ﹤0.01% 3467
2022
Q1 		– Sell
-51
Closed -$2K – 1724
2021
Q4 		$2K Buy
+51
New +$1.68K ﹤0.01% 1512

Other funds holding CDXS

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Codexis (CDXS) stake by 46% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,479 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

EverSource Wealth Advisors first reported a position in CDXS in Q4 2021 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • EverSource Wealth Advisors held 1,479 shares of Codexis worth $3.34K as of Q2 2026.
  • EverSource Wealth Advisors bought 463 Codexis shares in Q2 2026, an estimated $1.15K.
  • Codexis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3482 holding.
  • EverSource Wealth Advisors first reported a position in Codexis in Q4 2021 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

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