EWA
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EverSource Wealth Advisors’s HUTCHMED HCM Stock Holding History

EverSource Wealth Advisors’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$990 Sell
92
-252
-73% -$3.19K ﹤0.01% 3964
2026
Q1 		$5.15K Buy
344
+103
+43% +$1.51K ﹤0.01% 3257
2025
Q4 		$3.21K Sell
241
-224
-48% -$3.27K ﹤0.01% 3312
2025
Q3 		$7.32K Buy
465
+140
+43% +$2.3K ﹤0.01% 2978
2025
Q2 		$4.89K Sell
325
-438
-57% -$6.4K ﹤0.01% 3169
2025
Q1 		$11.5K Buy
763
+221
+41% +$3.27K ﹤0.01% 2034
2024
Q4 		$7.81K Sell
542
-221
-29% -$3.95K ﹤0.01% 2134
2024
Q3 		$14.9K Buy
763
+83
+12% +$1.5K ﹤0.01% 1644
2024
Q2 		$13.2K Buy
680
+594
+691% +$11K ﹤0.01% 1715
2024
Q1 		$1.59K Buy
86
+14
+19% +$212 ﹤0.01% 2446
2023
Q4 		$1.3K Sell
72
-34
-32% -$618 ﹤0.01% 2310
2023
Q3 		$1.8K Buy
+106
New +$1.52K ﹤0.01% 2041
2022
Q1 		– Sell
-96
Closed -$3K – 1765
2021
Q4 		$3K Buy
+96
New +$3.12K ﹤0.01% 1427

Other funds holding HCM

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its HUTCHMED (HCM) stake by 73% in Q2 2026, selling an estimated $3.19K and leaving 92 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

EverSource Wealth Advisors first reported a position in HCM in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.9K in Q3 2024. 9 funds tracked by Wall St. Rank hold HCM as of Q2 2026.

  • EverSource Wealth Advisors held 92 shares of HUTCHMED worth $990 as of Q2 2026.
  • EverSource Wealth Advisors sold 252 HUTCHMED shares in Q2 2026, an estimated $3.19K.
  • HUTCHMED made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3964 holding.
  • EverSource Wealth Advisors first reported a position in HUTCHMED in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's HUTCHMED position peaked at $14.9K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held HUTCHMED as of Q2 2026.

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