EverSource Wealth Advisors’s Inventiva IVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-604	Closed	-$3.35K	–	4480
2026 Q1	$3.35K	Buy	+604	New	+$3.68K	﹤0.01%	3449

Other funds holding IVA

Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Andera Partners Paris $206M AUM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Millennium Management

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Franklin Resources

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

Squadron Capital Management Westmont, Illinois $322M AUM

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

EverSource Wealth Advisors sold out of Inventiva (IVA) in Q2 2026, closing a stake of 604 shares — an estimated $3.35K sold.

EverSource Wealth Advisors first reported a position in IVA in Q1 2026 and held it in 1 quarter. The position peaked at $3.35K in Q1 2026. 88 funds tracked by Wall St. Rank hold IVA as of Q2 2026.

EverSource Wealth Advisors reported no remaining Inventiva position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 604 Inventiva shares in Q2 2026, an estimated $3.35K.
EverSource Wealth Advisors first reported a position in Inventiva in Q1 2026 and held it in 1 quarter.
EverSource Wealth Advisors's Inventiva position peaked at $3.35K in Q1 2026.
88 funds tracked by Wall St. Rank held Inventiva as of Q2 2026.

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