EverSource Wealth Advisors, LLC RCEL AVITA MEDICAL INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported AVITA MEDICAL INC COM (RCEL) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows RCEL at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RCEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in AVITA MEDICAL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RCEL was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held RCEL — position size vs. price
% of Fund (quarterly)    RCEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 102,251 +102,175 +134440.8% 0.30% $9.7M 2026-05-14 $4.36
2025 Q3 ADDED 76 +49 +181.5% 0.00% $388 2025-11-10 $3.97
2025 Q2 REDUCED 82.7% +1.5% 27 -129 -82.7% 0.00% $143 2025-08-13 $5.76
2025 Q1 INITIATED 156 0.00% $1K 2025-05-13 $7.01

FAQ About EverSource Wealth Advisors, LLC and RCEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning RCEL?

EverSource Wealth Advisors, LLC reported RCEL across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported RCEL position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for RCEL was 0.30% in 2026 Q1.

What is the latest reported RCEL position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 102,251 shares, equal to 0.30% of portfolio, with an estimated market value of $9.7M.

What does the chart on this RCEL ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly RCEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their RCEL position?

Based on 13F filing dates vs. subsequent RCEL price moves, EverSource Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on RCEL relative to SPY over the holding period was -51.7%.

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