EverSource Wealth Advisors
ASST icon

EverSource Wealth Advisors’s Strive Inc ASST Stock Holding History

EverSource Wealth Advisors’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6K Buy
1,614
+1,598
+9,988% +$23.6K ﹤0.01% 2535
2026
Q1 		$160 Buy
+16
New +$199 ﹤0.01% 4224

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Strive Inc (ASST) stake by 9,988% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,614 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

EverSource Wealth Advisors first reported a position in ASST in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • EverSource Wealth Advisors held 1,614 shares of Strive Inc worth $17.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,598 Strive Inc shares in Q2 2026, an estimated $23.6K.
  • Strive Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2535 holding.
  • EverSource Wealth Advisors first reported a position in Strive Inc in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

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