EWA
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EverSource Wealth Advisors’s TriSalus Life Sciences TLSI Stock Holding History

EverSource Wealth Advisors’s Portfolio TLSI Stock Details TLSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09K Buy
240
+235
+4,700% +$934 ﹤0.01% 3935
2026
Q1 		$20 Buy
+5
New +$24 ﹤0.01% 4358
2025
Q4 		– Sell
-96
Closed -$446 – 4444
2025
Q3 		$446 Buy
+96
New +$449 ﹤0.01% 3979

Other funds holding TLSI

PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $231M AUM
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

EverSource Wealth Advisors increased its TriSalus Life Sciences (TLSI) stake by 4,700% in Q2 2026, buying an estimated $934 and bringing the position to 240 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

EverSource Wealth Advisors first reported a position in TLSI in Q3 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold TLSI as of Q2 2026.

  • EverSource Wealth Advisors held 240 shares of TriSalus Life Sciences worth $1.09K as of Q2 2026.
  • EverSource Wealth Advisors bought 235 TriSalus Life Sciences shares in Q2 2026, an estimated $934.
  • TriSalus Life Sciences made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3935 holding.
  • EverSource Wealth Advisors first reported a position in TriSalus Life Sciences in Q3 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q2 2026.

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