EverSource Wealth Advisors’s Hercules Capital HTGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.4K	Hold	3,322	–	–	﹤0.01%	1754
2026 Q1	$49.1K	Hold	3,322	–	–	﹤0.01%	1901
2025 Q4	$62.5K	Buy	3,322 +3,000	+932%	+$54.1K	﹤0.01%	1604
2025 Q3	$6.08K	Hold	322	–	–	﹤0.01%	3074
2025 Q2	$5.88K	Buy	322 +1	+0.3%	+$18	﹤0.01%	3088
2025 Q1	$6.17K	Hold	321	–	–	﹤0.01%	2395
2024 Q4	$6.45K	Hold	321	–	–	﹤0.01%	2231
2024 Q3	$6.3K	Hold	321	–	–	﹤0.01%	2120
2024 Q2	$6.92K	Hold	321	–	–	﹤0.01%	2067
2024 Q1	$6.14K	Sell	321 -466	-59%	-$8.27K	﹤0.01%	1945
2023 Q4	$13.1K	Hold	787	–	–	﹤0.01%	1437
2023 Q3	$12.9K	Hold	787	–	–	﹤0.01%	1320
2023 Q2	$11.6K	Hold	787	–	–	﹤0.01%	1381
2023 Q1	$10.1K	Sell	787 -1,465	-65%	-$20.5K	﹤0.01%	1348
2022 Q4	$29.8K	Buy	+2,252	New	+$30.6K	﹤0.01%	948

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

EverSource Wealth Advisors held its Hercules Capital (HTGC) position steady in Q2 2026 at 3,322 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

EverSource Wealth Advisors first reported a position in HTGC in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.5K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

EverSource Wealth Advisors held 3,322 shares of Hercules Capital worth $52.4K as of Q2 2026.
EverSource Wealth Advisors left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1754 holding.
EverSource Wealth Advisors first reported a position in Hercules Capital in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Hercules Capital position peaked at $62.5K in Q4 2025.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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