Position in MBAI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in MBAI Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,344,979 across 32 Diagnostics & Research names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
5,172 | $1,096,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,715 | $859,826 | |
| 3 | ILMN |
Illumina, Inc.
|
4,303 | $756,591 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,413 | $748,304 | |
| 5 | DHR |
Danaher Corp /De/
|
3,603 | $686,294 | |
| 6 | NTRA |
Natera, Inc.
|
1,971 | $535,025 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,509 | $466,096 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
2,227 | $430,296 |
All Filings in MBAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3 | 15 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3 | 15 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4 | 15 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1 | 15 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||