EverSource Wealth Advisors’s HilleVax HLVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-836	Closed	-$1.66K	–	4393
2025 Q2	$1.66K	Buy	836 +828	+10,350%	+$1.51K	﹤0.01%	3561
2025 Q1	$12	Buy	+8	New	+$15	﹤0.01%	3987

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

EverSource Wealth Advisors sold out of HilleVax (HLVX) in Q3 2025, closing a stake of 836 shares — an estimated $1.66K sold.

EverSource Wealth Advisors first reported a position in HLVX in Q1 2025 and held it in 2 quarters. The position peaked at $1.66K in Q2 2025. 1 fund tracked by Wall St. Rank holds HLVX as of Q3 2025.

EverSource Wealth Advisors reported no remaining HilleVax position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 836 HilleVax shares in Q3 2025, an estimated $1.66K.
EverSource Wealth Advisors first reported a position in HilleVax in Q1 2025 and held it in 2 quarters.
EverSource Wealth Advisors's HilleVax position peaked at $1.66K in Q2 2025.
1 fund tracked by Wall St. Rank held HilleVax as of Q3 2025.

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