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EverSource Wealth Advisors’s Denali Therapeutics DNLI Stock Holding History

EverSource Wealth Advisors’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48K Sell
213
-43
-17% -$884 ﹤0.01% 3242
2026
Q1 		$4.91K Buy
256
+49
+24% +$975 ﹤0.01% 3274
2025
Q4 		$3.42K Buy
207
+41
+25% +$692 ﹤0.01% 3280
2025
Q3 		$2.41K Buy
166
+51
+44% +$733 ﹤0.01% 3460
2025
Q2 		$1.61K Sell
115
-316
-73% -$4.45K ﹤0.01% 3571
2025
Q1 		$5.86K Buy
431
+135
+46% +$2.59K ﹤0.01% 2418
2024
Q4 		$6.03K Sell
296
-21
-7% -$538 ﹤0.01% 2260
2024
Q3 		$9.23K Hold
317
– – ﹤0.01% 1913
2024
Q2 		$7.72K Buy
317
+25
+9% +$480 ﹤0.01% 2008
2024
Q1 		$4.51K Buy
292
+34
+13% +$639 ﹤0.01% 2095
2023
Q4 		$5.54K Buy
258
+42
+19% +$832 ﹤0.01% 1817
2023
Q3 		$4.46K Buy
216
+172
+391% +$4.36K ﹤0.01% 1745
2023
Q2 		$1.3K Buy
+44
New +$1.24K ﹤0.01% 2141
2022
Q2 		– Sell
-51
Closed -$2K – 1755
2022
Q1 		$2K Hold
51
– – ﹤0.01% 1511
2021
Q4 		$2K Buy
+51
New +$2.42K ﹤0.01% 1530

Other funds holding DNLI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Denali Therapeutics (DNLI) stake by 17% in Q2 2026, selling an estimated $884 and leaving 213 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

EverSource Wealth Advisors first reported a position in DNLI in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.23K in Q3 2024. 292 funds tracked by Wall St. Rank hold DNLI as of Q2 2026.

  • EverSource Wealth Advisors held 213 shares of Denali Therapeutics worth $5.48K as of Q2 2026.
  • EverSource Wealth Advisors sold 43 Denali Therapeutics shares in Q2 2026, an estimated $884.
  • Denali Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3242 holding.
  • EverSource Wealth Advisors first reported a position in Denali Therapeutics in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Denali Therapeutics position peaked at $9.23K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2026.

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