EverSource Wealth Advisors
OBIO icon

EverSource Wealth Advisors’s Orchestra BioMed OBIO Stock Holding History

EverSource Wealth Advisors’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31 Buy
+5
New +$24 ﹤0.01% 4480
2025
Q3 		– Sell
-1
Closed -$3 – 4431
2025
Q2 		$3 Sell
1
-4
-80% -$12 ﹤0.01% 4243
2025
Q1 		$21 Buy
+5
New +$25 ﹤0.01% 3965

Other funds holding OBIO

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

EverSource Wealth Advisors's OBIO Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Orchestra BioMed (OBIO) in Q3 2026: 5 shares worth $31. The stake represents ﹤0.01% of the portfolio and ranks #4480 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in OBIO as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in OBIO in Q1 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold OBIO as of Q3 2026.

  • EverSource Wealth Advisors held 5 shares of Orchestra BioMed worth $31 as of Q3 2026.
  • Orchestra BioMed was a new EverSource Wealth Advisors position in Q3 2026.
  • Orchestra BioMed made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4480 holding.
  • EverSource Wealth Advisors first reported a position in Orchestra BioMed in Q1 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.