EverSource Wealth Advisors’s Credit Acceptance CACC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Buy	159 +16	+11%	+$8.56K	﹤0.01%	1373
2026 Q1	$60.6K	Sell	143 -8	-5%	-$3.77K	﹤0.01%	1754
2025 Q4	$67K	Sell	151 -11	-7%	-$5.1K	﹤0.01%	1550
2025 Q3	$75.6K	Sell	162 -29	-15%	-$14.5K	﹤0.01%	1420
2025 Q2	$97.3K	Sell	191 -13	-6%	-$6.39K	﹤0.01%	1223
2025 Q1	$105K	Sell	204 -2,626	-93%	-$1.3M	0.01%	889
2024 Q4	$1.33M	Sell	2,830 -354	-11%	-$164K	0.07%	202
2024 Q3	$1.41M	Buy	3,184 +441	+16%	+$217K	0.09%	174
2024 Q2	$1.58M	Buy	2,743 +2,741	+137,050%	+$1.4M	0.1%	155
2024 Q1	$1.03K	Buy	2 +1	+100%	+$549	﹤0.01%	2566
2023 Q4	$533	Buy	+1	New	+$450	﹤0.01%	2512
2022 Q1	–	Sell	-2	Closed	-$1K	–	1720
2021 Q4	$1K	Buy	+2	New	+$1.29K	﹤0.01%	1686

Other funds holding CACC

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Credit Acceptance (CACC) stake by 11% in Q2 2026, buying an estimated $8.56K and bringing the position to 159 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

EverSource Wealth Advisors first reported a position in CACC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.58M in Q2 2024. 96 funds tracked by Wall St. Rank hold CACC as of Q2 2026.

EverSource Wealth Advisors held 159 shares of Credit Acceptance worth $101K as of Q2 2026.
EverSource Wealth Advisors bought 16 Credit Acceptance shares in Q2 2026, an estimated $8.56K.
Credit Acceptance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1373 holding.
EverSource Wealth Advisors first reported a position in Credit Acceptance in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Credit Acceptance position peaked at $1.58M in Q2 2024.
96 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2026.

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