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EverSource Wealth Advisors’s Castle Biosciences CSTL Stock Holding History

EverSource Wealth Advisors’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$491 Sell
20
-8
-29% -$262 ﹤0.01% 4072
2025
Q4 		$1.09K Buy
28
+8
+40% +$258 ﹤0.01% 3686
2025
Q3 		$455 Sell
20
-27
-57% -$548 ﹤0.01% 3971
2025
Q2 		$960 Hold
47
– – ﹤0.01% 3751
2025
Q1 		$941 Buy
47
+38
+422% +$941 ﹤0.01% 3251
2024
Q4 		$240 Buy
+9
New +$274 ﹤0.01% 3396
2024
Q3 		– Sell
-7
Closed -$169 – 3050
2024
Q2 		$169 Buy
+7
New +$156 ﹤0.01% 2980

Other funds holding CSTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Castle Biosciences (CSTL) stake by 29% in Q1 2026, selling an estimated $262 and leaving 20 shares worth $491. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

EverSource Wealth Advisors first reported a position in CSTL in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.09K in Q4 2025. 186 funds tracked by Wall St. Rank hold CSTL as of Q1 2026.

  • EverSource Wealth Advisors held 20 shares of Castle Biosciences worth $491 as of Q1 2026.
  • EverSource Wealth Advisors sold 8 Castle Biosciences shares in Q1 2026, an estimated $262.
  • Castle Biosciences made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4072 holding.
  • EverSource Wealth Advisors first reported a position in Castle Biosciences in Q2 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Castle Biosciences position peaked at $1.09K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2026.

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