EverSource Wealth Advisors’s Terns Pharmaceuticals TERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,689	Closed	-$194K	–	4539
2026 Q1	$194K	Buy	3,689 +1,482	+67%	+$60.9K	0.01%	1071
2025 Q4	$89.2K	Buy	2,207 +841	+62%	+$19.4K	﹤0.01%	1380
2025 Q3	$10.3K	Buy	1,366 +81	+6%	+$517	﹤0.01%	2811
2025 Q2	$4.79K	Buy	+1,285	New	+$4.01K	﹤0.01%	3176
2025 Q1	–	Sell	-5	Closed	-$28	–	4172
2024 Q4	$28	Buy	+5	New	+$34	﹤0.01%	3690

Other funds holding TERN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Terns Pharmaceuticals (TERN) in Q2 2026, closing a stake of 3,689 shares — an estimated $194K sold.

EverSource Wealth Advisors first reported a position in TERN in Q4 2024 and held it in 5 quarters. The position peaked at $194K in Q1 2026. 1 fund tracked by Wall St. Rank holds TERN as of Q2 2026.

EverSource Wealth Advisors reported no remaining Terns Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 3,689 Terns Pharmaceuticals shares in Q2 2026, an estimated $194K.
EverSource Wealth Advisors first reported a position in Terns Pharmaceuticals in Q4 2024 and held it in 5 quarters.
EverSource Wealth Advisors's Terns Pharmaceuticals position peaked at $194K in Q1 2026.
1 fund tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2026.

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