EverSource Wealth Advisors’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70K	Buy	480 +41	+9%	+$4.67K	﹤0.01%	1654
2025 Q4	$56.3K	Buy	439 +12	+3%	+$1.67K	﹤0.01%	1667
2025 Q3	$68.6K	Hold	427	–	–	﹤0.01%	1480
2025 Q2	$72.2K	Buy	427 +70	+20%	+$7.54K	﹤0.01%	1381
2025 Q1	$27.1K	Buy	357 +6	+2%	+$482	﹤0.01%	1530
2024 Q4	$28.3K	Buy	351 +1	+0.3%	+$91	﹤0.01%	1452
2024 Q3	$30.7K	Hold	350	–	–	﹤0.01%	1273
2024 Q2	$35.4K	Sell	350 -24	-6%	-$2.69K	﹤0.01%	1255
2024 Q1	$35.7K	Buy	374 +10	+3%	+$1.38K	﹤0.01%	1115
2023 Q4	$64.5K	Buy	364 +14	+4%	+$2.55K	0.01%	801
2023 Q3	$62.9K	Hold	350	–	–	0.01%	735
2023 Q2	$80K	Sell	350 -17	-5%	-$3.12K	0.01%	658
2023 Q1	$71.5K	Sell	367 -14	-4%	-$2.81K	0.01%	661
2022 Q4	$62.5K	Buy	381 +350	+1,129%	+$70.2K	0.01%	668
2022 Q3	$5K	Hold	31	–	–	﹤0.01%	1349
2022 Q2	$5K	Hold	31	–	–	﹤0.01%	1245
2022 Q1	$8K	Hold	31	–	–	﹤0.01%	1055
2021 Q4	$6K	Buy	+31	New	+$6.87K	﹤0.01%	1166

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EverSource Wealth Advisors's CAR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Avis (CAR) stake by 9.3% in Q1 2026, buying an estimated $4.67K and bringing the position to 480 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

EverSource Wealth Advisors first reported a position in CAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $80K in Q2 2023. 291 funds tracked by Wall St. Rank hold CAR as of Q1 2026.

EverSource Wealth Advisors held 480 shares of Avis worth $70K as of Q1 2026.
EverSource Wealth Advisors bought 41 Avis shares in Q1 2026, an estimated $4.67K.
Avis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1654 holding.
EverSource Wealth Advisors first reported a position in Avis in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Avis position peaked at $80K in Q2 2023.
291 funds tracked by Wall St. Rank held Avis as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.