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EverSource Wealth Advisors’s Lyell Immunopharma LYEL Stock Holding History

EverSource Wealth Advisors’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$9 – 4416
2025
Q2 		$9 Sell
1
-4
-80% -$36 ﹤0.01% 4232
2025
Q1 		$57 Buy
+5
New +$61 ﹤0.01% 3887
2023
Q3 		– Sell
-19
Closed -$1.23K – 2595
2023
Q2 		$1.23K Buy
+19
New +$1.05K ﹤0.01% 2154

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Lyell Immunopharma (LYEL) in Q3 2025, closing a stake of 1 share — an estimated $9 sold.

EverSource Wealth Advisors first reported a position in LYEL in Q2 2023 and held it in 3 quarters. The position peaked at $1.23K in Q2 2023. 59 funds tracked by Wall St. Rank hold LYEL as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Lyell Immunopharma position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Lyell Immunopharma share in Q3 2025, an estimated $9.
  • EverSource Wealth Advisors first reported a position in Lyell Immunopharma in Q2 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's Lyell Immunopharma position peaked at $1.23K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2025.

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