EWA
XOMA

EverSource Wealth Advisors’s Xoma XOMA Stock Holding History

EverSource Wealth Advisors’s Portfolio XOMA Stock Details XOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85K Sell
59
-10
-14% -$268 ﹤0.01% 3672
2025
Q4 		$1.83K Sell
69
-10
-13% -$322 ﹤0.01% 3532
2025
Q3 		$3.04K Hold
79
– – ﹤0.01% 3365
2025
Q2 		$1.99K Buy
+79
New +$1.89K ﹤0.01% 3509

Other funds holding XOMA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's XOMA Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Xoma (XOMA) stake by 14% in Q1 2026, selling an estimated $268 and leaving 59 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3672.

EverSource Wealth Advisors first reported a position in XOMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.04K in Q3 2025. 85 funds tracked by Wall St. Rank hold XOMA as of Q1 2026.

  • EverSource Wealth Advisors held 59 shares of Xoma worth $1.85K as of Q1 2026.
  • EverSource Wealth Advisors sold 10 Xoma shares in Q1 2026, an estimated $268.
  • Xoma made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3672 holding.
  • EverSource Wealth Advisors first reported a position in Xoma in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Xoma position peaked at $3.04K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Xoma as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.