EWS
O icon

Evergreen Wealth Solutions’s Realty Income O Stock Holding History

Evergreen Wealth Solutions’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
4,623
+343
+8% +$21.4K 0.02% 428
2026
Q1 		$262K Buy
+4,280
New +$268K 0.02% 352

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Wealth Solutions's O Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Realty Income (O) stake by 8% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,623 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #428.

Evergreen Wealth Solutions first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Evergreen Wealth Solutions held 4,623 shares of Realty Income worth $291K as of Q2 2026.
  • Evergreen Wealth Solutions bought 343 Realty Income shares in Q2 2026, an estimated $21.4K.
  • Realty Income made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #428 holding.
  • Evergreen Wealth Solutions first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.