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EverSource Wealth Advisors’s Eterna Therapeutics ERNA Stock Holding History

EverSource Wealth Advisors’s Portfolio ERNA Stock Details ERNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$127 – 4315
2025
Q3 		$127 Hold
5
– – ﹤0.01% 4165
2025
Q2 		$213 Hold
5
– – ﹤0.01% 4050
2025
Q1 		$312 Buy
+5
New +$617 ﹤0.01% 3596

Other funds holding ERNA

Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's ERNA Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Eterna Therapeutics (ERNA) in Q4 2025, closing a stake of 5 shares — an estimated $127 sold.

EverSource Wealth Advisors first reported a position in ERNA in Q1 2025 and held it in 3 quarters. The position peaked at $312 in Q1 2025. 11 funds tracked by Wall St. Rank hold ERNA as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Eterna Therapeutics position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5 Eterna Therapeutics shares in Q4 2025, an estimated $127.
  • EverSource Wealth Advisors first reported a position in Eterna Therapeutics in Q1 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Eterna Therapeutics position peaked at $312 in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Eterna Therapeutics as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.