EverSource Wealth Advisors’s American Public Education APEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.95K	Sell	148 -157	-51%	-$8.63K	﹤0.01%	3043
2026 Q1	$17.3K	Buy	305 +160	+110%	+$7.33K	﹤0.01%	2591
2025 Q4	$5.48K	Hold	145	–	–	﹤0.01%	3091
2025 Q3	$5.72K	Buy	145 +51	+54%	+$1.62K	﹤0.01%	3100
2025 Q2	$2.86K	Buy	94 +50	+114%	+$1.32K	﹤0.01%	3369
2025 Q1	$982	Buy	44 +32	+267%	+$693	﹤0.01%	3236
2024 Q4	$259	Buy	+12	New	+$216	﹤0.01%	3371
2022 Q2	–	Sell	-76	Closed	-$2K	–	1708
2022 Q1	$2K	Sell	76 -422	-85%	-$8.89K	﹤0.01%	1490
2021 Q4	$11K	Buy	+498	New	+$11.8K	﹤0.01%	915

Other funds holding APEI

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

325 Capital New York $419M AUM 75.74% 1-Year Est. Return

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its American Public Education (APEI) stake by 51% in Q2 2026, selling an estimated $8.63K and leaving 148 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

EverSource Wealth Advisors first reported a position in APEI in Q4 2021 and has held it in 9 quarters since. The position peaked at $17.3K in Q1 2026. 209 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

EverSource Wealth Advisors held 148 shares of American Public Education worth $7.95K as of Q2 2026.
EverSource Wealth Advisors sold 157 American Public Education shares in Q2 2026, an estimated $8.63K.
American Public Education made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3043 holding.
EverSource Wealth Advisors first reported a position in American Public Education in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's American Public Education position peaked at $17.3K in Q1 2026.
209 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

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