EWA
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EverSource Wealth Advisors’s Capri Holdings CPRI Stock Holding History

EverSource Wealth Advisors’s Portfolio CPRI Stock Details CPRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06K Buy
111
+18
+19% +$346 ﹤0.01% 3712
2026
Q1 		$1.64K Sell
93
-9
-9% -$190 ﹤0.01% 3703
2025
Q4 		$2.49K Sell
102
-28
-22% -$648 ﹤0.01% 3413
2025
Q3 		$2.59K Buy
130
+54
+71% +$1.08K ﹤0.01% 3435
2025
Q2 		$1.34K Sell
76
-57
-43% -$939 ﹤0.01% 3645
2025
Q1 		$2.63K Sell
133
-33
-20% -$731 ﹤0.01% 2802
2024
Q4 		$3.5K Buy
166
+20
+14% +$544 ﹤0.01% 2498
2024
Q3 		$6.2K Buy
146
+46
+46% +$1.61K ﹤0.01% 2132
2024
Q2 		$3.35K Sell
100
-3
-3% -$109 ﹤0.01% 2363
2024
Q1 		$3.65K Buy
103
+29
+39% +$1.38K ﹤0.01% 2186
2023
Q4 		$3.72K Sell
74
-7
-9% -$349 ﹤0.01% 1975
2023
Q3 		$4.26K Sell
81
-28
-26% -$1.27K ﹤0.01% 1763
2023
Q2 		$3.91K Sell
109
-125
-53% -$4.96K ﹤0.01% 1828
2023
Q1 		$11K Sell
234
-18
-7% -$966 ﹤0.01% 1312
2022
Q4 		$14.4K Buy
252
+108
+75% +$5.46K ﹤0.01% 1189
2022
Q3 		$6K Buy
144
+22
+18% +$1.03K ﹤0.01% 1283
2022
Q2 		$5K Sell
122
-35
-22% -$1.63K ﹤0.01% 1249
2022
Q1 		$8K Hold
157
– – ﹤0.01% 1058
2021
Q4 		$10K Buy
+157
New +$9.29K ﹤0.01% 955

Other funds holding CPRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Capri Holdings (CPRI) stake by 19% in Q2 2026, buying an estimated $346 and bringing the position to 111 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3712.

EverSource Wealth Advisors first reported a position in CPRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.4K in Q4 2022. 291 funds tracked by Wall St. Rank hold CPRI as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of Capri Holdings worth $2.06K as of Q2 2026.
  • EverSource Wealth Advisors bought 18 Capri Holdings shares in Q2 2026, an estimated $346.
  • Capri Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3712 holding.
  • EverSource Wealth Advisors first reported a position in Capri Holdings in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Capri Holdings position peaked at $14.4K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held Capri Holdings as of Q2 2026.

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