EverSource Wealth Advisors’s Adeia ADEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54K	Buy	77 +5	+7%	+$148	﹤0.01%	3627
2026 Q1	$1.73K	Buy	72 +66	+1,100%	+$1.34K	﹤0.01%	3691
2025 Q4	$104	Sell	6 -106	-95%	-$1.57K	﹤0.01%	4096
2025 Q3	$1.88K	Buy	+112	New	+$1.66K	﹤0.01%	3535
2025 Q2	–	Sell	-75	Closed	-$992	–	4249
2025 Q1	$992	Buy	75 +53	+241%	+$738	﹤0.01%	3233
2024 Q4	$308	Buy	+22	New	+$278	﹤0.01%	3339
2023 Q4	–	Sell	-359	Closed	-$3.83K	–	2637
2023 Q3	$3.83K	Sell	359 -123	-26%	-$1.31K	﹤0.01%	1806
2023 Q2	$5.31K	Buy	+482	New	+$4.4K	﹤0.01%	1712
2022 Q1	–	Sell	-522	Closed	-$3K	–	1686
2021 Q4	$3K	Buy	+522	New	+$2.6K	﹤0.01%	1386

Other funds holding ADEA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its Adeia (ADEA) stake by 6.9% in Q2 2026, buying an estimated $148 and bringing the position to 77 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

EverSource Wealth Advisors first reported a position in ADEA in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.31K in Q2 2023. 301 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

EverSource Wealth Advisors held 77 shares of Adeia worth $2.54K as of Q2 2026.
EverSource Wealth Advisors bought 5 Adeia shares in Q2 2026, an estimated $148.
Adeia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3627 holding.
EverSource Wealth Advisors first reported a position in Adeia in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's Adeia position peaked at $5.31K in Q2 2023.
301 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

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