EWA
VALN

EverSource Wealth Advisors’s Valneva VALN Stock Holding History

EverSource Wealth Advisors’s Portfolio VALN Stock Details VALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-91
Closed -$569 – 4551
2026
Q1 		$569 Sell
91
-7
-7% -$68 ﹤0.01% 4041
2025
Q4 		$864 Sell
98
-2
-2% -$19 ﹤0.01% 3744
2025
Q3 		$1.22K Buy
100
+7
+8% +$60 ﹤0.01% 3699
2025
Q2 		$527 Buy
+93
New +$590 ﹤0.01% 3883

Other funds holding VALN

GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Valneva (VALN) in Q2 2026, closing a stake of 91 shares — an estimated $569 sold.

EverSource Wealth Advisors first reported a position in VALN in Q2 2025 and held it in 4 quarters. The position peaked at $1.22K in Q3 2025. 11 funds tracked by Wall St. Rank hold VALN as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Valneva position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 91 Valneva shares in Q2 2026, an estimated $569.
  • EverSource Wealth Advisors first reported a position in Valneva in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Valneva position peaked at $1.22K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Valneva as of Q2 2026.

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