EverSource Wealth Advisors’s Aimco AIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7K	Buy	573 +304	+113%	+$1.17K	﹤0.01%	3785
2026 Q1	$1.09K	Buy	269 +200	+290%	+$1.05K	﹤0.01%	3825
2025 Q4	$410	Buy	+69	New	+$413	﹤0.01%	3914
2025 Q3	–	Sell	-88	Closed	-$761	–	4324
2025 Q2	$761	Sell	88 -10	-10%	-$81	﹤0.01%	3796
2025 Q1	$862	Buy	98 +93	+1,860%	+$826	﹤0.01%	3282
2024 Q4	$45	Buy	+5	New	+$43	﹤0.01%	3649
2023 Q3	–	Sell	-19	Closed	-$162	–	2497
2023 Q2	$162	Hold	19	–	–	﹤0.01%	2429
2023 Q1	$146	Hold	19	–	–	﹤0.01%	2320
2022 Q4	$135	Hold	19	–	–	﹤0.01%	2270
2022 Q3	$0	Buy	+19	New	+$156	﹤0.01%	1961

Other funds holding AIV

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

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its Aimco (AIV) stake by 113% in Q2 2026, buying an estimated $1.17K and bringing the position to 573 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

EverSource Wealth Advisors first reported a position in AIV in Q3 2022 and has held it in 10 quarters since. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

EverSource Wealth Advisors held 573 shares of Aimco worth $1.7K as of Q2 2026.
EverSource Wealth Advisors bought 304 Aimco shares in Q2 2026, an estimated $1.17K.
Aimco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3785 holding.
EverSource Wealth Advisors first reported a position in Aimco in Q3 2022 and has held it in 10 quarters since.
156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

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