EWA
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EverSource Wealth Advisors’s MDB Capital Holdings MDBH Stock Holding History

EverSource Wealth Advisors’s Portfolio MDBH Stock Details MDBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-395
Closed -$1.33K – 4368
2025
Q3 		$1.33K Buy
+395
New +$1.54K ﹤0.01% 3664

Other funds holding MDBH

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's MDBH Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of MDB Capital Holdings (MDBH) in Q4 2025, closing a stake of 395 shares — an estimated $1.33K sold.

EverSource Wealth Advisors first reported a position in MDBH in Q3 2025 and held it in 1 quarter. The position peaked at $1.33K in Q3 2025. 5 funds tracked by Wall St. Rank hold MDBH as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining MDB Capital Holdings position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 395 MDB Capital Holdings shares in Q4 2025, an estimated $1.33K.
  • EverSource Wealth Advisors first reported a position in MDB Capital Holdings in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's MDB Capital Holdings position peaked at $1.33K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held MDB Capital Holdings as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.