EWA
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EverSource Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

EverSource Wealth Advisors’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.1K Buy
979
+868
+782% +$11.5K ﹤0.01% 2554
2026
Q1 		$1.82K Buy
111
+105
+1,750% +$2.58K ﹤0.01% 3676
2025
Q4 		$171 Sell
6
-758
-99% -$20.5K ﹤0.01% 4047
2025
Q3 		$22.5K Sell
764
-2,466
-76% -$67.4K ﹤0.01% 2277
2025
Q2 		$93.1K Buy
3,230
+2,309
+251% +$68.3K ﹤0.01% 1248
2025
Q1 		$32.2K Buy
921
+478
+108% +$19.5K ﹤0.01% 1445
2024
Q4 		$19.7K Buy
443
+219
+98% +$8.96K ﹤0.01% 1627
2024
Q3 		$10.2K Buy
224
+168
+300% +$6.8K ﹤0.01% 1853
2024
Q2 		$2.2K Sell
56
-47
-46% -$1.92K ﹤0.01% 2522
2024
Q1 		$4.18K Sell
103
-19
-16% -$1.11K ﹤0.01% 2129
2023
Q4 		$8.99K Sell
122
-580
-83% -$39.2K ﹤0.01% 1601
2023
Q3 		$51.3K Sell
702
-10
-1% -$799 0.01% 797
2023
Q2 		$59K Buy
712
+15
+2% +$1.31K 0.01% 774
2023
Q1 		$62.1K Buy
697
+16
+2% +$1.39K 0.01% 711
2022
Q4 		$58.3K Buy
+681
New +$57.7K 0.01% 704
2022
Q1 		– Sell
-20
Closed -$3K – 1816
2021
Q4 		$3K Buy
+20
New +$2.78K ﹤0.01% 1450

Other funds holding QDEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors increased its QuidelOrtho (QDEL) stake by 782% in Q2 2026, buying an estimated $11.5K and bringing the position to 979 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

EverSource Wealth Advisors first reported a position in QDEL in Q4 2021 and has held it in 16 quarters since. The position peaked at $93.1K in Q2 2025. 245 funds tracked by Wall St. Rank hold QDEL as of Q2 2026.

  • EverSource Wealth Advisors held 979 shares of QuidelOrtho worth $17.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 868 QuidelOrtho shares in Q2 2026, an estimated $11.5K.
  • QuidelOrtho made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2554 holding.
  • EverSource Wealth Advisors first reported a position in QuidelOrtho in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's QuidelOrtho position peaked at $93.1K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held QuidelOrtho as of Q2 2026.

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