EverSource Wealth Advisors’s Elevation Oncology ELEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-56	Closed	-$21	–	4368
2025 Q2	$21	Buy	56 +37	+195%	+$12	﹤0.01%	4221
2025 Q1	$5	Buy	+19	New	+$11	﹤0.01%	4004

Other funds holding ELEV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EverSource Wealth Advisors's ELEV Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Elevation Oncology (ELEV) in Q3 2025, closing a stake of 56 shares — an estimated $21 sold.

EverSource Wealth Advisors first reported a position in ELEV in Q1 2025 and held it in 2 quarters. The position peaked at $21 in Q2 2025. 1 fund tracked by Wall St. Rank holds ELEV as of Q3 2025.

EverSource Wealth Advisors reported no remaining Elevation Oncology position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 56 Elevation Oncology shares in Q3 2025, an estimated $21.
EverSource Wealth Advisors first reported a position in Elevation Oncology in Q1 2025 and held it in 2 quarters.
EverSource Wealth Advisors's Elevation Oncology position peaked at $21 in Q2 2025.
1 fund tracked by Wall St. Rank held Elevation Oncology as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.