EWA
CV

EverSource Wealth Advisors’s CapsoVision Inc CV Stock Holding History

EverSource Wealth Advisors’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38 Buy
5
+4
+400% +$27 ﹤0.01% 4357
2026
Q1 		$7 Buy
+1
New +$6 ﹤0.01% 4374

Other funds holding CV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

EverSource Wealth Advisors increased its CapsoVision Inc (CV) stake by 400% in Q2 2026, buying an estimated $27 and bringing the position to 5 shares worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #4357.

EverSource Wealth Advisors first reported a position in CV in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CV as of Q2 2026.

  • EverSource Wealth Advisors held 5 shares of CapsoVision Inc worth $38 as of Q2 2026.
  • EverSource Wealth Advisors bought 4 CapsoVision Inc shares in Q2 2026, an estimated $27.
  • CapsoVision Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4357 holding.
  • EverSource Wealth Advisors first reported a position in CapsoVision Inc in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

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