EWA
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EverSource Wealth Advisors’s Best Buy BBY Stock Holding History

EverSource Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Sell
2,080
-2,830
-58% -$188K 0.01% 1139
2026
Q1 		$315K Sell
4,910
-6,370
-56% -$418K 0.01% 825
2025
Q4 		$755K Buy
11,280
+3,718
+49% +$284K 0.03% 404
2025
Q3 		$572K Buy
7,562
+3,857
+104% +$277K 0.02% 455
2025
Q2 		$249K Buy
3,705
+2,321
+168% +$158K 0.01% 766
2025
Q1 		$102K Buy
1,384
+537
+63% +$44.3K 0.01% 904
2024
Q4 		$72.7K Buy
847
+229
+37% +$20.9K ﹤0.01% 1031
2024
Q3 		$63.9K Buy
618
+80
+15% +$7.21K ﹤0.01% 967
2024
Q2 		$46.6K Buy
538
+29
+6% +$2.3K ﹤0.01% 1120
2024
Q1 		$37.5K Buy
509
+259
+104% +$19.7K ﹤0.01% 1092
2023
Q4 		$19.6K Buy
250
+59
+31% +$4.16K ﹤0.01% 1239
2023
Q3 		$13.3K Sell
191
-53
-22% -$4.1K ﹤0.01% 1299
2023
Q2 		$20K Buy
244
+15
+7% +$1.12K ﹤0.01% 1154
2023
Q1 		$17.9K Buy
229
+14
+7% +$1.15K ﹤0.01% 1118
2022
Q4 		$17.2K Sell
215
-621
-74% -$45.7K ﹤0.01% 1107
2022
Q3 		$53K Buy
836
+755
+932% +$55.9K 0.01% 619
2022
Q2 		$5K Sell
81
-254
-76% -$21.2K ﹤0.01% 1242
2022
Q1 		$31K Sell
335
-18
-5% -$1.78K 0.01% 560
2021
Q4 		$36K Buy
+353
New +$40.2K 0.01% 486

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Best Buy (BBY) stake by 58% in Q2 2026, selling an estimated $188K and leaving 2,080 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #1139.

EverSource Wealth Advisors first reported a position in BBY in Q4 2021 and has held it in 19 quarters since. The position peaked at $755K in Q4 2025. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • EverSource Wealth Advisors held 2,080 shares of Best Buy worth $158K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,830 Best Buy shares in Q2 2026, an estimated $188K.
  • Best Buy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1139 holding.
  • EverSource Wealth Advisors first reported a position in Best Buy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Best Buy position peaked at $755K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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