EverSource Wealth Advisors’s Seres Therapeutics MCRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-33	Closed	-$466	–	4321
2025 Q1	$466	Hold	33	–	–	﹤0.01%	3482
2024 Q4	$553	Hold	33	–	–	﹤0.01%	3149
2024 Q3	$630	Hold	33	–	–	﹤0.01%	2819
2024 Q2	$892	Buy	+33	New	+$550	﹤0.01%	2761

Other funds holding MCRB

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

EverSource Wealth Advisors's MCRB Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Seres Therapeutics (MCRB) in Q2 2025, closing a stake of 33 shares — an estimated $466 sold.

EverSource Wealth Advisors first reported a position in MCRB in Q2 2024 and held it in 4 quarters. The position peaked at $892 in Q2 2024. 33 funds tracked by Wall St. Rank hold MCRB as of Q2 2025.

EverSource Wealth Advisors reported no remaining Seres Therapeutics position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 33 Seres Therapeutics shares in Q2 2025, an estimated $466.
EverSource Wealth Advisors first reported a position in Seres Therapeutics in Q2 2024 and held it in 4 quarters.
EverSource Wealth Advisors's Seres Therapeutics position peaked at $892 in Q2 2024.
33 funds tracked by Wall St. Rank held Seres Therapeutics as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.