EverSource Wealth Advisors
STXS icon

EverSource Wealth Advisors’s Stereotaxis STXS Stock Holding History

EverSource Wealth Advisors’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$474 Sell
275
-35
-11% -$66 ﹤0.01% 4141
2026
Q1 		$571 Sell
310
-12
-4% -$26 ﹤0.01% 4038
2025
Q4 		$740 Hold
322
– – ﹤0.01% 3785
2025
Q3 		$1K Sell
322
-9
-3% -$23 ﹤0.01% 3762
2025
Q2 		$702 Buy
331
+231
+231% +$469 ﹤0.01% 3815
2025
Q1 		$176 Buy
+100
New +$213 ﹤0.01% 3723

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIM
Lagoda Investment Management New York $182M AUM 58.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $197M AUM 47.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Stereotaxis (STXS) stake by 11% in Q2 2026, selling an estimated $66 and leaving 275 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #4141.

EverSource Wealth Advisors first reported a position in STXS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1K in Q3 2025. 108 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • EverSource Wealth Advisors held 275 shares of Stereotaxis worth $474 as of Q2 2026.
  • EverSource Wealth Advisors sold 35 Stereotaxis shares in Q2 2026, an estimated $66.
  • Stereotaxis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4141 holding.
  • EverSource Wealth Advisors first reported a position in Stereotaxis in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Stereotaxis position peaked at $1K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

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