EverSource Wealth Advisors’s Quantum-Si Incorporated QSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.79K	Sell	5,417 -38	-0.7%	-$36	﹤0.01%	3303
2026 Q1	$4.22K	Buy	5,455 +5,028	+1,178%	+$5.21K	﹤0.01%	3342
2025 Q4	$470	Hold	427	–	–	﹤0.01%	3889
2025 Q3	$602	Sell	427 -401	-48%	-$580	﹤0.01%	3905
2025 Q2	$1.62K	Buy	828 +271	+49%	+$401	﹤0.01%	3567
2025 Q1	$668	Buy	557 +531	+2,042%	+$1.02K	﹤0.01%	3364
2024 Q4	$70	Buy	+26	New	+$30	﹤0.01%	3600

Other funds holding QSI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Quantum-Si Incorporated (QSI) stake by 0.7% in Q2 2026, selling an estimated $36 and leaving 5,417 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

EverSource Wealth Advisors first reported a position in QSI in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold QSI as of Q2 2026.

EverSource Wealth Advisors held 5,417 shares of Quantum-Si Incorporated worth $4.79K as of Q2 2026.
EverSource Wealth Advisors sold 38 Quantum-Si Incorporated shares in Q2 2026, an estimated $36.
Quantum-Si Incorporated made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3303 holding.
EverSource Wealth Advisors first reported a position in Quantum-Si Incorporated in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q2 2026.

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