EWA
NAGE

EverSource Wealth Advisors’s Niagen Bioscience NAGE Stock Holding History

EverSource Wealth Advisors’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.14K Buy
713
+345
+94% +$1.86K ﹤0.01% 3478
2025
Q4 		$2.34K Sell
368
-310
-46% -$2.16K ﹤0.01% 3450
2025
Q3 		$6.33K Sell
678
-341
-33% -$3.44K ﹤0.01% 3042
2025
Q2 		$14.7K Buy
1,019
+815
+400% +$8.05K ﹤0.01% 2535
2025
Q1 		$1.41K Buy
204
+194
+1,940% +$1.22K ﹤0.01% 3092
2024
Q4 		$53 Buy
+10
New +$55 ﹤0.01% 3631

Other funds holding NAGE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return