EverSource Wealth Advisors’s Advantage Solutions ADV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.29K	Buy	76 +25	+49%	+$885	﹤0.01%	3491
2026 Q1	$1.08K	Sell	51 -54	-51%	-$1.04K	﹤0.01%	3835
2025 Q4	$2.32K	Sell	105 -41	-28%	-$1.19K	﹤0.01%	3454
2025 Q3	$5.59K	Sell	146 -60	-29%	-$2.5K	﹤0.01%	3109
2025 Q2	$6.8K	Buy	206 +171	+489%	+$5.63K	﹤0.01%	3024
2025 Q1	$1.32K	Hold	35	–	–	﹤0.01%	3113
2024 Q4	$2.57K	Buy	35 +3	+9%	+$245	﹤0.01%	2620
2024 Q3	$2.7K	Buy	+32	New	+$2.95K	﹤0.01%	2435
2023 Q2	–	Sell	-40	Closed	-$1.6K	–	2493
2023 Q1	$1.6K	Hold	40	–	–	﹤0.01%	2005
2022 Q4	$2.1K	Sell	40 -1	-2%	-$63	﹤0.01%	1898
2022 Q3	$2K	Buy	41 +27	+193%	+$2.49K	﹤0.01%	1616
2022 Q2	$1K	Buy	+14	New	+$1.69K	﹤0.01%	1614
2022 Q1	–	Sell	-25	Closed	-$5K	–	1689
2021 Q4	$5K	Buy	+25	New	+$5.14K	﹤0.01%	1225

Other funds holding ADV

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

CMHI

CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its Advantage Solutions (ADV) stake by 49% in Q2 2026, buying an estimated $885 and bringing the position to 76 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

EverSource Wealth Advisors first reported a position in ADV in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.8K in Q2 2025. 86 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

EverSource Wealth Advisors held 76 shares of Advantage Solutions worth $3.29K as of Q2 2026.
EverSource Wealth Advisors bought 25 Advantage Solutions shares in Q2 2026, an estimated $885.
Advantage Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3491 holding.
EverSource Wealth Advisors first reported a position in Advantage Solutions in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Advantage Solutions position peaked at $6.8K in Q2 2025.
86 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

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