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EverSource Wealth Advisors’s Omeros OMER Stock Holding History

EverSource Wealth Advisors’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162 Sell
17
-113
-87% -$1.34K ﹤0.01% 4267
2026
Q1 		$1.37K Buy
130
+15
+13% +$177 ﹤0.01% 3761
2025
Q4 		$1.98K Hold
115
– – ﹤0.01% 3500
2025
Q3 		$472 Sell
115
-68
-37% -$270 ﹤0.01% 3965
2025
Q2 		$549 Buy
183
+160
+696% +$797 ﹤0.01% 3874
2025
Q1 		$189 Buy
+23
New +$203 ﹤0.01% 3716

Other funds holding OMER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EverSource Wealth Advisors's OMER Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Omeros (OMER) stake by 87% in Q2 2026, selling an estimated $1.34K and leaving 17 shares worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #4267.

EverSource Wealth Advisors first reported a position in OMER in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98K in Q4 2025. 172 funds tracked by Wall St. Rank hold OMER as of Q2 2026.

  • EverSource Wealth Advisors held 17 shares of Omeros worth $162 as of Q2 2026.
  • EverSource Wealth Advisors sold 113 Omeros shares in Q2 2026, an estimated $1.34K.
  • Omeros made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4267 holding.
  • EverSource Wealth Advisors first reported a position in Omeros in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Omeros position peaked at $1.98K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Omeros as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.