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EverSource Wealth Advisors’s Enact Holdings ACT Stock Holding History

EverSource Wealth Advisors’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.5K Sell
1,454
-307
-17% -$13.1K ﹤0.01% 1600
2026
Q1 		$71.9K Buy
1,761
+24
+1% +$981 ﹤0.01% 1637
2025
Q4 		$68.9K Sell
1,737
-1,008
-37% -$37.9K ﹤0.01% 1520
2025
Q3 		$105K Sell
2,745
-483
-15% -$17.9K ﹤0.01% 1255
2025
Q2 		$120K Buy
3,228
+2,616
+427% +$92.9K 0.01% 1097
2025
Q1 		$21.3K Buy
612
+343
+128% +$11.5K ﹤0.01% 1659
2024
Q4 		$8.71K Sell
269
-292
-52% -$10.1K ﹤0.01% 2074
2024
Q3 		$20.4K Buy
561
+80
+17% +$2.73K ﹤0.01% 1474
2024
Q2 		$16.4K Buy
481
+104
+28% +$3.17K ﹤0.01% 1601
2024
Q1 		$11.2K Buy
377
+317
+528% +$9K ﹤0.01% 1629
2023
Q4 		$1.73K Buy
60
+20
+50% +$558 ﹤0.01% 2211
2023
Q3 		$1.09K Hold
40
– – ﹤0.01% 2170
2023
Q2 		$1K Hold
40
– – ﹤0.01% 2225
2023
Q1 		$914 Hold
40
– – ﹤0.01% 2132
2022
Q4 		$965 Buy
+40
New +$976 ﹤0.01% 2099

Other funds holding ACT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Enact Holdings (ACT) stake by 17% in Q2 2026, selling an estimated $13.1K and leaving 1,454 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

EverSource Wealth Advisors first reported a position in ACT in Q4 2022 and has held it in 15 quarters since. The position peaked at $120K in Q2 2025. 251 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

  • EverSource Wealth Advisors held 1,454 shares of Enact Holdings worth $66.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 307 Enact Holdings shares in Q2 2026, an estimated $13.1K.
  • Enact Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1600 holding.
  • EverSource Wealth Advisors first reported a position in Enact Holdings in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Enact Holdings position peaked at $120K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

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