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Diversify Advisory Services’s Eos Energy Enterprises EOSE Stock Holding History

Diversify Advisory Services’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,028
Closed -$332K – 415
2025
Q4 		$332K Buy
19,028
+1,904
+11% +$27.4K 0.01% 731
2025
Q3 		$267K Buy
17,124
+1,049
+7% +$7.18K 0.01% 764
2025
Q2 		$98.2K Buy
+16,075
New +$78.8K ﹤0.01% 812

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Diversify Advisory Services's EOSE Position: Q1 2026 in Review

Diversify Advisory Services sold out of Eos Energy Enterprises (EOSE) in Q1 2026, closing a stake of 19,028 shares — an estimated $332K sold.

Diversify Advisory Services first reported a position in EOSE in Q2 2025 and held it in 3 quarters. The position peaked at $332K in Q4 2025. 318 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

  • Diversify Advisory Services reported no remaining Eos Energy Enterprises position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 19,028 Eos Energy Enterprises shares in Q1 2026, an estimated $332K.
  • Diversify Advisory Services first reported a position in Eos Energy Enterprises in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Eos Energy Enterprises position peaked at $332K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.