EverSource Wealth Advisors’s Acadian Asset Management AAMI Stock Holding History

EverSource Wealth Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.8K	Sell	515 -252	-33%	-$17.6K	﹤0.01%	1984
2026 Q1	$41.7K	Sell	767 -2	-0.3%	-$105	﹤0.01%	2032
2025 Q4	$36.1K	Sell	769 -126	-14%	-$5.81K	﹤0.01%	1977
2025 Q3	$43.1K	Buy	895 +27	+3%	+$1.2K	﹤0.01%	1806
2025 Q2	$30.6K	Buy	868 +521	+150%	+$15.1K	﹤0.01%	1970
2025 Q1	$8.97K	Buy	347 +1	+0.3%	+$25	﹤0.01%	2163
2024 Q4	$9.11K	Buy	346 +42	+14%	+$1.18K	﹤0.01%	2045
2024 Q3	$7.72K	Hold	304	–	–	﹤0.01%	2008
2024 Q2	$7.96K	Hold	304	–	–	﹤0.01%	1985
2024 Q1	$6.76K	Hold	304	–	–	﹤0.01%	1892
2023 Q4	$5.82K	Hold	304	–	–	﹤0.01%	1797
2023 Q3	$5.9K	Hold	304	–	–	﹤0.01%	1645
2023 Q2	$6.37K	Hold	304	–	–	﹤0.01%	1629
2023 Q1	$7.17K	Sell	304 -92	-23%	-$2.16K	﹤0.01%	1511
2022 Q4	$8.15K	Buy	+396	New	+$7.48K	﹤0.01%	1406

Other funds holding AAMI

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

EverSource Wealth Advisors's AAMI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Acadian Asset Management (AAMI) stake by 33% in Q2 2026, selling an estimated $17.6K and leaving 515 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

EverSource Wealth Advisors first reported a position in AAMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.1K in Q3 2025. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

EverSource Wealth Advisors held 515 shares of Acadian Asset Management worth $36.8K as of Q2 2026.
EverSource Wealth Advisors sold 252 Acadian Asset Management shares in Q2 2026, an estimated $17.6K.
Acadian Asset Management made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1984 holding.
EverSource Wealth Advisors first reported a position in Acadian Asset Management in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Acadian Asset Management position peaked at $43.1K in Q3 2025.
303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.