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EverSource Wealth Advisors’s Asbury Automotive ABG Stock Holding History

EverSource Wealth Advisors’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31K Sell
154
-69
-31% -$13.6K ﹤0.01% 2123
2026
Q1 		$43.6K Buy
223
+36
+19% +$7.98K ﹤0.01% 2007
2025
Q4 		$43.5K Sell
187
-146
-44% -$34.5K ﹤0.01% 1839
2025
Q3 		$81.4K Sell
333
-4
-1% -$972 ﹤0.01% 1388
2025
Q2 		$80.4K Buy
337
+172
+104% +$39.3K ﹤0.01% 1327
2025
Q1 		$36.4K Buy
165
+11
+7% +$2.87K ﹤0.01% 1394
2024
Q4 		$37.4K Hold
154
– – ﹤0.01% 1319
2024
Q3 		$36.7K Sell
154
-79
-34% -$18.6K ﹤0.01% 1195
2024
Q2 		$62.7K Buy
233
+8
+4% +$1.81K ﹤0.01% 986
2024
Q1 		$47.3K Sell
225
-27
-11% -$5.73K ﹤0.01% 1003
2023
Q4 		$56.7K Sell
252
-52
-17% -$11K 0.01% 849
2023
Q3 		$69.9K Buy
304
+7
+2% +$1.6K 0.01% 699
2023
Q2 		$71.4K Buy
297
+27
+10% +$5.68K 0.01% 702
2023
Q1 		$56.7K Buy
270
+20
+8% +$4.24K 0.01% 745
2022
Q4 		$44.8K Buy
250
+215
+614% +$36K 0.01% 800
2022
Q3 		$5K Sell
35
-67
-66% -$11.4K ﹤0.01% 1336
2022
Q2 		$17K Buy
102
+32
+46% +$5.54K ﹤0.01% 864
2022
Q1 		$11K Buy
70
+41
+141% +$7.17K ﹤0.01% 923
2021
Q4 		$5K Buy
+29
New +$5.34K ﹤0.01% 1223

Other funds holding ABG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Asbury Automotive (ABG) stake by 31% in Q2 2026, selling an estimated $13.6K and leaving 154 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

EverSource Wealth Advisors first reported a position in ABG in Q4 2021 and has held it in 19 quarters since. The position peaked at $81.4K in Q3 2025. 316 funds tracked by Wall St. Rank hold ABG as of Q2 2026.

  • EverSource Wealth Advisors held 154 shares of Asbury Automotive worth $31K as of Q2 2026.
  • EverSource Wealth Advisors sold 69 Asbury Automotive shares in Q2 2026, an estimated $13.6K.
  • Asbury Automotive made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2123 holding.
  • EverSource Wealth Advisors first reported a position in Asbury Automotive in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Asbury Automotive position peaked at $81.4K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Asbury Automotive as of Q2 2026.

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