EWA
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EverSource Wealth Advisors’s Acacia Research ACTG Stock Holding History

EverSource Wealth Advisors’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12K Buy
241
+36
+18% +$173 ﹤0.01% 3929
2026
Q1 		$986 Buy
205
+21
+11% +$88 ﹤0.01% 3857
2025
Q4 		$689 Buy
184
+22
+14% +$79 ﹤0.01% 3800
2025
Q3 		$527 Sell
162
-2,729
-94% -$9.45K ﹤0.01% 3937
2025
Q2 		$10.3K Buy
2,891
+2,890
+289,000% +$9.95K ﹤0.01% 2781
2025
Q1 		$3 Buy
+1
New +$4 ﹤0.01% 4007

Other funds holding ACTG

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Acacia Research (ACTG) stake by 18% in Q2 2026, buying an estimated $173 and bringing the position to 241 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

EverSource Wealth Advisors first reported a position in ACTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3K in Q2 2025. 29 funds tracked by Wall St. Rank hold ACTG as of Q2 2026.

  • EverSource Wealth Advisors held 241 shares of Acacia Research worth $1.12K as of Q2 2026.
  • EverSource Wealth Advisors bought 36 Acacia Research shares in Q2 2026, an estimated $173.
  • Acacia Research made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3929 holding.
  • EverSource Wealth Advisors first reported a position in Acacia Research in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Acacia Research position peaked at $10.3K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Acacia Research as of Q2 2026.

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