EWA
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EverSource Wealth Advisors’s Cerence CRNC Stock Holding History

EverSource Wealth Advisors’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8K Buy
2,368
+635
+37% +$6.22K ﹤0.01% 2228
2026
Q1 		$10.9K Buy
1,733
+1,584
+1,063% +$14.3K ﹤0.01% 2865
2025
Q4 		$1.59K Hold
149
– – ﹤0.01% 3577
2025
Q3 		$1.86K Buy
149
+17
+13% +$174 ﹤0.01% 3539
2025
Q2 		$1.35K Buy
132
+37
+39% +$326 ﹤0.01% 3643
2025
Q1 		$751 Buy
95
+40
+73% +$492 ﹤0.01% 3325
2024
Q4 		$432 Buy
55
+31
+129% +$156 ﹤0.01% 3246
2024
Q3 		$76 Hold
24
– – ﹤0.01% 2990
2024
Q2 		$76 Sell
24
-218
-90% -$1.55K ﹤0.01% 3003
2024
Q1 		$2.21K Buy
242
+139
+135% +$2.35K ﹤0.01% 2348
2023
Q4 		$2.02K Sell
103
-17
-14% -$295 ﹤0.01% 2160
2023
Q3 		$2.44K Hold
120
– – ﹤0.01% 1955
2023
Q2 		$3.51K Hold
120
– – ﹤0.01% 1868
2023
Q1 		$3.37K Buy
+120
New +$3.08K ﹤0.01% 1769
2022
Q3 		– Sell
-60
Closed -$2K – 1991
2022
Q2 		$2K Buy
+60
New +$1.79K ﹤0.01% 1482

Other funds holding CRNC

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Cerence (CRNC) stake by 37% in Q2 2026, buying an estimated $6.22K and bringing the position to 2,368 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

EverSource Wealth Advisors first reported a position in CRNC in Q2 2022 and has held it in 15 quarters since. 51 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

  • EverSource Wealth Advisors held 2,368 shares of Cerence worth $26.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 635 Cerence shares in Q2 2026, an estimated $6.22K.
  • Cerence made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2228 holding.
  • EverSource Wealth Advisors first reported a position in Cerence in Q2 2022 and has held it in 15 quarters since.
  • 51 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

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