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EverSource Wealth Advisors’s Cerus CERS Stock Holding History

EverSource Wealth Advisors’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3K Sell
5,596
-192
-3% -$466 ﹤0.01% 2586
2026
Q1 		$10.5K Buy
5,788
+499
+9% +$1.09K ﹤0.01% 2886
2025
Q4 		$10.9K Buy
5,289
+519
+11% +$899 ﹤0.01% 2754
2025
Q3 		$7.58K Sell
4,770
-222
-4% -$300 ﹤0.01% 2966
2025
Q2 		$7.04K Buy
4,992
+3,446
+223% +$4.59K ﹤0.01% 3005
2025
Q1 		$2.15K Buy
1,546
+1,027
+198% +$1.72K ﹤0.01% 2897
2024
Q4 		$799 Buy
+519
New +$893 ﹤0.01% 3041

Other funds holding CERS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Cerus (CERS) stake by 3.3% in Q2 2026, selling an estimated $466 and leaving 5,596 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

EverSource Wealth Advisors first reported a position in CERS in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • EverSource Wealth Advisors held 5,596 shares of Cerus worth $16.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 192 Cerus shares in Q2 2026, an estimated $466.
  • Cerus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2586 holding.
  • EverSource Wealth Advisors first reported a position in Cerus in Q4 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

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