EverSource Wealth Advisors’s Omnicell OMCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.87K	Sell	146 -138	-49%	-$5.78K	﹤0.01%	3282
2025 Q4	$12.9K	Sell	284 -54	-16%	-$1.98K	﹤0.01%	2673
2025 Q3	$10.3K	Sell	338 -41	-11%	-$1.26K	﹤0.01%	2810
2025 Q2	$11.1K	Buy	379 +289	+321%	+$8.64K	﹤0.01%	2738
2025 Q1	$3.15K	Sell	90 -87	-49%	-$3.45K	﹤0.01%	2712
2024 Q4	$7.88K	Sell	177 -6	-3%	-$269	﹤0.01%	2129
2024 Q3	$7.98K	Buy	183 +103	+129%	+$3.88K	﹤0.01%	1985
2024 Q2	$2.34K	Sell	80 -232	-74%	-$6.72K	﹤0.01%	2499
2024 Q1	$8.37K	Buy	312 +47	+18%	+$1.43K	﹤0.01%	1788
2023 Q4	$9.97K	Buy	265 +136	+105%	+$5K	﹤0.01%	1558
2023 Q3	$5.81K	Buy	129 +16	+14%	+$969	﹤0.01%	1652
2023 Q2	$8.32K	Buy	113 +98	+653%	+$6.61K	﹤0.01%	1525
2023 Q1	$880	Hold	15	–	–	﹤0.01%	2140
2022 Q4	$756	Hold	15	–	–	﹤0.01%	2151
2022 Q3	$1K	Buy	+15	New	+$1.58K	﹤0.01%	1859
2022 Q2	–	Sell	-64	Closed	-$8K	–	1843
2022 Q1	$8K	Sell	64 -17	-21%	-$2.45K	﹤0.01%	1088
2021 Q4	$15K	Buy	+81	New	+$14.1K	﹤0.01%	804

Other funds holding OMCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM