EverSource Wealth Advisors’s Ginkgo Bioworks DNA Stock Holding History

EverSource Wealth Advisors’s Portfolio DNA Stock Details DNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.91K	Buy	474 +144	+44%	+$1.2K	﹤0.01%	3503
2025 Q4	$2.74K	Sell	330 -4	-1%	-$43	﹤0.01%	3380
2025 Q3	$4.87K	Buy	334 +4	+1%	+$48	﹤0.01%	3158
2025 Q2	$3.71K	Sell	330 -56	-15%	-$434	﹤0.01%	3282
2025 Q1	$2.2K	Buy	386 +380	+6,333%	+$3.87K	﹤0.01%	2880
2024 Q4	$59	Buy	+6	New	+$51	﹤0.01%	3619
2023 Q4	–	Sell	-14	Closed	-$1.02K	–	2666
2023 Q3	$1.02K	Buy	+14	New	+$1.12K	﹤0.01%	2206
2023 Q2	–	Sell	-25	Closed	-$1.33K	–	2517
2023 Q1	$1.33K	Hold	25	–	–	﹤0.01%	2051
2022 Q4	$1.69K	Buy	+25	New	+$2.3K	﹤0.01%	1964

Other funds holding DNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Ginkgo Bioworks (DNA) stake by 44% in Q1 2026, buying an estimated $1.2K and bringing the position to 474 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

EverSource Wealth Advisors first reported a position in DNA in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.87K in Q3 2025. 174 funds tracked by Wall St. Rank hold DNA as of Q1 2026.

EverSource Wealth Advisors held 474 shares of Ginkgo Bioworks worth $2.91K as of Q1 2026.
EverSource Wealth Advisors bought 144 Ginkgo Bioworks shares in Q1 2026, an estimated $1.2K.
Ginkgo Bioworks made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3503 holding.
EverSource Wealth Advisors first reported a position in Ginkgo Bioworks in Q4 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Ginkgo Bioworks position peaked at $4.87K in Q3 2025.
174 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2026.

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