EverSource Wealth Advisors’s Lexeo Therapeutics LXEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77K	Sell	594 -207	-26%	-$1.12K	﹤0.01%	3579
2026 Q1	$4.6K	Buy	801 +70	+10%	+$496	﹤0.01%	3305
2025 Q4	$7.26K	Hold	731	–	–	﹤0.01%	2952
2025 Q3	$4.85K	Buy	731 +74	+11%	+$358	﹤0.01%	3160
2025 Q2	$2.64K	Buy	657 +281	+75%	+$924	﹤0.01%	3406
2025 Q1	$1.3K	Buy	+376	New	+$1.67K	﹤0.01%	3122

Other funds holding LXEO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Lexeo Therapeutics (LXEO) stake by 26% in Q2 2026, selling an estimated $1.12K and leaving 594 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

EverSource Wealth Advisors first reported a position in LXEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.26K in Q4 2025. 16 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

EverSource Wealth Advisors held 594 shares of Lexeo Therapeutics worth $2.77K as of Q2 2026.
EverSource Wealth Advisors sold 207 Lexeo Therapeutics shares in Q2 2026, an estimated $1.12K.
Lexeo Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3579 holding.
EverSource Wealth Advisors first reported a position in Lexeo Therapeutics in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Lexeo Therapeutics position peaked at $7.26K in Q4 2025.
16 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

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