EverSource Wealth Advisors’s OraSure Technologies OSUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55K	Buy	572 +317	+124%	+$1.12K	﹤0.01%	3624
2026 Q1	$765	Buy	255 +225	+750%	+$641	﹤0.01%	3949
2025 Q4	$73	Sell	30 -1,078	-97%	-$2.83K	﹤0.01%	4144
2025 Q3	$3.56K	Buy	1,108 +1,005	+976%	+$3.15K	﹤0.01%	3296
2025 Q2	$309	Buy	103 +98	+1,960%	+$283	﹤0.01%	3993
2025 Q1	$17	Sell	5 -46	-90%	-$169	﹤0.01%	3975
2024 Q4	$184	Buy	+51	New	+$203	﹤0.01%	3447
2023 Q1	–	Sell	-505	Closed	-$2.43K	–	2489
2022 Q4	$2.43K	Hold	505	–	–	﹤0.01%	1854
2022 Q3	$2K	Buy	+505	New	+$1.82K	﹤0.01%	1706
2022 Q1	–	Sell	-197	Closed	-$2K	–	1807
2021 Q4	$2K	Buy	+197	New	+$1.95K	﹤0.01%	1592

Other funds holding OSUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

ACM

Altai Capital Management West Hollywood, California $49M AUM 4.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its OraSure Technologies (OSUR) stake by 124% in Q2 2026, buying an estimated $1.12K and bringing the position to 572 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3624.

EverSource Wealth Advisors first reported a position in OSUR in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.56K in Q3 2025. 152 funds tracked by Wall St. Rank hold OSUR as of Q2 2026.

EverSource Wealth Advisors held 572 shares of OraSure Technologies worth $2.55K as of Q2 2026.
EverSource Wealth Advisors bought 317 OraSure Technologies shares in Q2 2026, an estimated $1.12K.
OraSure Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3624 holding.
EverSource Wealth Advisors first reported a position in OraSure Technologies in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's OraSure Technologies position peaked at $3.56K in Q3 2025.
152 funds tracked by Wall St. Rank held OraSure Technologies as of Q2 2026.

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