EverSource Wealth Advisors’s Bowman Consulting BWMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292	Hold	10	–	–	﹤0.01%	4206
2026 Q1	$284	Buy	10 +5	+100%	+$163	﹤0.01%	4159
2025 Q4	$165	Hold	5	–	–	﹤0.01%	4050
2025 Q3	$212	Hold	5	–	–	﹤0.01%	4100
2025 Q2	$144	Sell	5 -3	-38%	-$74	﹤0.01%	4086
2025 Q1	$175	Buy	+8	New	+$186	﹤0.01%	3725

Other funds holding BWMN

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

EverSource Wealth Advisors held its Bowman Consulting (BWMN) position steady in Q2 2026 at 10 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #4206.

EverSource Wealth Advisors first reported a position in BWMN in Q1 2025 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

EverSource Wealth Advisors held 10 shares of Bowman Consulting worth $292 as of Q2 2026.
EverSource Wealth Advisors left its Bowman Consulting share count unchanged in Q2 2026.
Bowman Consulting made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4206 holding.
EverSource Wealth Advisors first reported a position in Bowman Consulting in Q1 2025 and has held it in 6 quarters since.
135 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

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