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EverSource Wealth Advisors’s Immuneering IMRX Stock Holding History

EverSource Wealth Advisors’s Portfolio IMRX Stock Details IMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72K Hold
345
– – ﹤0.01% 3781
2026
Q1 		$1.82K Hold
345
– – ﹤0.01% 3677
2025
Q4 		$2.27K Sell
345
-87
-20% -$559 ﹤0.01% 3462
2025
Q3 		$3.02K Buy
432
+87
+25% +$452 ﹤0.01% 3370
2025
Q2 		$1.16K Hold
345
– – ﹤0.01% 3690
2025
Q1 		$524 Hold
345
– – ﹤0.01% 3444
2024
Q4 		$759 Hold
345
– – ﹤0.01% 3058
2024
Q3 		$859 Hold
345
– – ﹤0.01% 2756
2024
Q2 		$390 Buy
+345
New +$567 ﹤0.01% 2936

Other funds holding IMRX

S
Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

EverSource Wealth Advisors held its Immuneering (IMRX) position steady in Q2 2026 at 345 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

EverSource Wealth Advisors first reported a position in IMRX in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.02K in Q3 2025. 22 funds tracked by Wall St. Rank hold IMRX as of Q2 2026.

  • EverSource Wealth Advisors held 345 shares of Immuneering worth $1.72K as of Q2 2026.
  • EverSource Wealth Advisors left its Immuneering share count unchanged in Q2 2026.
  • Immuneering made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3781 holding.
  • EverSource Wealth Advisors first reported a position in Immuneering in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Immuneering position peaked at $3.02K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Immuneering as of Q2 2026.

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