EverSource Wealth Advisors, LLC
Position in CRSP — CRISPR Therapeutics AG
CIK 1710537
BIRMINGHAM, AL
Position in CRSP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,036,977
+$1,770,760 QoQ
Shares Held
110,689
+23.4% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#62
of 505 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $15,234,841 across 258 Biotechnology names. CRSP ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRSP |
CRISPR Therapeutics AG
This page
|
110,689 | $6,036,977 | |
| 2 | INCY |
Incyte Corp
|
9,004 | $1,020,689 | |
| 3 | RPRX |
Royalty Pharma plc
|
13,228 | $741,689 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,357 | $674,058 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
912 | $568,663 | |
| 6 | BEAM |
Beam Therapeutics Inc.
|
16,556 | $568,200 | |
| 7 | EXEL |
Exelixis, Inc.
|
8,321 | $452,739 | |
| 8 | HALO |
Halozyme Therapeutics, Inc.
|
4,146 | $324,502 |
All Filings in CRSP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,036,977 | 110,689 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,266,217 | 89,683 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,013,462 | 57,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,314,696 | 97,434 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,520,746 | 92,943 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,888,465 | 84,880 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,769 | 172 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $69,528 | 1,480 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $138,911 | 2,572 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $126,912 | 1,862 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $88,641 | 1,416 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $47,656 | 1,050 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $54,341 | 968 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,396 | 53 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,016 | 25 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,898 | 381 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $911 | 15 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $2,576 | 34 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||