EWA
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EverSource Wealth Advisors’s Cable One CABO Stock Holding History

EverSource Wealth Advisors’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.55K Sell
161
-36
-18% -$2.42K ﹤0.01% 2990
2026
Q1 		$18K Buy
197
+107
+119% +$10.5K ﹤0.01% 2573
2025
Q4 		$10.2K Sell
90
-50
-36% -$6.82K ﹤0.01% 2789
2025
Q3 		$24.8K Buy
140
+90
+180% +$13.5K ﹤0.01% 2205
2025
Q2 		$6.79K Buy
50
+22
+79% +$4.13K ﹤0.01% 3025
2025
Q1 		$7.44K Buy
28
+15
+115% +$4.38K ﹤0.01% 2285
2024
Q4 		$4.71K Sell
13
-8
-38% -$2.99K ﹤0.01% 2374
2024
Q3 		$7.35K Sell
21
-24
-53% -$8.59K ﹤0.01% 2037
2024
Q2 		$18.6K Buy
45
+38
+543% +$14.5K ﹤0.01% 1540
2024
Q1 		$2.76K Buy
7
+5
+250% +$2.46K ﹤0.01% 2279
2023
Q4 		$1.12K Buy
+2
New +$1.14K ﹤0.01% 2363
2023
Q3 		– Sell
-18
Closed -$11.9K – 2487
2023
Q2 		$11.8K Sell
18
-64
-78% -$43.2K ﹤0.01% 1369
2023
Q1 		$57.6K Buy
82
+2
+3% +$1.46K 0.01% 738
2022
Q4 		$57K Sell
80
-54
-40% -$40.2K 0.01% 715
2022
Q3 		$114K Sell
134
-22
-14% -$27.1K 0.03% 398
2022
Q2 		$201K Buy
156
+74
+90% +$94.2K 0.05% 256
2022
Q1 		$120K Buy
82
+73
+811% +$111K 0.03% 306
2021
Q4 		$16K Buy
+9
New +$16K ﹤0.01% 765

Other funds holding CABO

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GHC
Graham Holdings Company Arlington, Virginia $1.08B AUM 28.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Cable One (CABO) stake by 18% in Q2 2026, selling an estimated $2.42K and leaving 161 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

EverSource Wealth Advisors first reported a position in CABO in Q4 2021 and has held it in 18 quarters since. The position peaked at $201K in Q2 2022. 154 funds tracked by Wall St. Rank hold CABO as of Q2 2026.

  • EverSource Wealth Advisors held 161 shares of Cable One worth $8.55K as of Q2 2026.
  • EverSource Wealth Advisors sold 36 Cable One shares in Q2 2026, an estimated $2.42K.
  • Cable One made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2990 holding.
  • EverSource Wealth Advisors first reported a position in Cable One in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Cable One position peaked at $201K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held Cable One as of Q2 2026.

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