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EverSource Wealth Advisors’s KE Holdings BEKE Stock Holding History

EverSource Wealth Advisors’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.2K Sell
3,664
-1,983
-35% -$32.7K ﹤0.01% 1743
2026
Q1 		$84.5K Buy
5,647
+1,543
+38% +$26.5K ﹤0.01% 1539
2025
Q4 		$64.7K Sell
4,104
-1,198
-23% -$20.6K ﹤0.01% 1574
2025
Q3 		$101K Buy
5,302
+1,490
+39% +$27.9K ﹤0.01% 1273
2025
Q2 		$67.6K Buy
3,812
+2,257
+145% +$43.4K ﹤0.01% 1427
2025
Q1 		$31.2K Sell
1,555
-238
-13% -$4.71K ﹤0.01% 1459
2024
Q4 		$33K Buy
1,793
+10
+0.6% +$206 ﹤0.01% 1373
2024
Q3 		$35.5K Buy
1,783
+537
+43% +$7.93K ﹤0.01% 1213
2024
Q2 		$17.3K Buy
1,246
+680
+120% +$10.6K ﹤0.01% 1574
2024
Q1 		$8.56K Buy
566
+288
+104% +$4.02K ﹤0.01% 1777
2023
Q4 		$4.51K Sell
278
-132
-32% -$2.04K ﹤0.01% 1901
2023
Q3 		$6.36K Buy
410
+110
+37% +$1.75K ﹤0.01% 1597
2023
Q2 		$4.46K Sell
300
-9
-3% -$147 ﹤0.01% 1776
2023
Q1 		$5.82K Sell
309
-1
-0.3% -$19 ﹤0.01% 1592
2022
Q4 		$4.33K Sell
310
-3,421
-92% -$47.5K ﹤0.01% 1663
2022
Q3 		$66K Buy
+3,731
New +$60.4K 0.02% 556
2022
Q1 		– Sell
-234
Closed -$4K – 1708
2021
Q4 		$4K Buy
+234
New +$4.79K ﹤0.01% 1309

Other funds holding BEKE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its KE Holdings (BEKE) stake by 35% in Q2 2026, selling an estimated $32.7K and leaving 3,664 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

EverSource Wealth Advisors first reported a position in BEKE in Q4 2021 and has held it in 17 quarters since. The position peaked at $101K in Q3 2025. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

  • EverSource Wealth Advisors held 3,664 shares of KE Holdings worth $53.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,983 KE Holdings shares in Q2 2026, an estimated $32.7K.
  • KE Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1743 holding.
  • EverSource Wealth Advisors first reported a position in KE Holdings in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's KE Holdings position peaked at $101K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

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