EWA
SI

EverSource Wealth Advisors’s Shoulder Innovations Inc SI Stock Holding History

EverSource Wealth Advisors’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44K Buy
71
+69
+3,450% +$1.06K ﹤0.01% 3850
2026
Q1 		$29 Sell
2
-5
-71% -$70 ﹤0.01% 4344
2025
Q4 		$100 Buy
+7
New +$95 ﹤0.01% 4104

Other funds holding SI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Shoulder Innovations Inc (SI) stake by 3,450% in Q2 2026, buying an estimated $1.06K and bringing the position to 71 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

EverSource Wealth Advisors first reported a position in SI in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • EverSource Wealth Advisors held 71 shares of Shoulder Innovations Inc worth $1.44K as of Q2 2026.
  • EverSource Wealth Advisors bought 69 Shoulder Innovations Inc shares in Q2 2026, an estimated $1.06K.
  • Shoulder Innovations Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3850 holding.
  • EverSource Wealth Advisors first reported a position in Shoulder Innovations Inc in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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