Evermay Wealth Management’s ReNew RNW Stock Holding History

Evermay Wealth Management’s Portfolio RNW Stock Details RNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Hold	30,000	–	–	0.02%	212
2026 Q1	$137K	Hold	30,000	–	–	0.02%	227
2025 Q4	$170K	Hold	30,000	–	–	0.02%	210
2025 Q3	$231K	Hold	30,000	–	–	0.03%	183
2025 Q2	$207K	Hold	30,000	–	–	0.03%	192
2025 Q1	$177K	Hold	30,000	–	–	0.02%	201
2024 Q4	$205K	Hold	30,000	–	–	0.03%	190
2024 Q3	$189K	Hold	30,000	–	–	0.03%	205
2024 Q2	$187K	Hold	30,000	–	–	0.03%	203
2024 Q1	$180K	Hold	30,000	–	–	0.03%	209
2023 Q4	$230K	Hold	30,000	–	–	0.04%	173
2023 Q3	$163K	Hold	30,000	–	–	0.03%	185
2023 Q2	$164K	Hold	30,000	–	–	0.03%	195
2023 Q1	$169K	Buy	+30,000	New	+$160K	0.03%	191
2022 Q4	–	Sell	-30,000	Closed	-$181K	–	588
2022 Q3	$181K	Buy	+30,000	New	+$205K	0.04%	169

Other funds holding RNW

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Evermay Wealth Management's RNW Position: Q2 2026 in Review

Evermay Wealth Management held its ReNew (RNW) position steady in Q2 2026 at 30,000 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #212.

Evermay Wealth Management first reported a position in RNW in Q3 2022 and has held it in 15 quarters since. The position peaked at $231K in Q3 2025. 144 funds tracked by Wall St. Rank hold RNW as of Q2 2026.

Evermay Wealth Management held 30,000 shares of ReNew worth $188K as of Q2 2026.
Evermay Wealth Management left its ReNew share count unchanged in Q2 2026.
ReNew made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #212 holding.
Evermay Wealth Management first reported a position in ReNew in Q3 2022 and has held it in 15 quarters since.
Evermay Wealth Management's ReNew position peaked at $231K in Q3 2025.
144 funds tracked by Wall St. Rank held ReNew as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.