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 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return