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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
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

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

EverSource Wealth Advisors sold out of Orchestra BioMed (OBIO) in Q3 2025, closing a stake of 1 share — an estimated $3 sold.

EverSource Wealth Advisors first reported a position in OBIO in Q1 2025 and held it in 2 quarters. The position peaked at $21 in Q1 2025. 52 funds tracked by Wall St. Rank hold OBIO as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Orchestra BioMed position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Orchestra BioMed share in Q3 2025, an estimated $3.
  • EverSource Wealth Advisors first reported a position in Orchestra BioMed in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Orchestra BioMed position peaked at $21 in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2025.

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