EverSource Wealth Advisors’s Crocs CROX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.2K	Sell	376 -776	-67%	-$66.5K	﹤0.01%	2225
2025 Q4	$98.5K	Sell	1,152 -746	-39%	-$62.4K	﹤0.01%	1317
2025 Q3	$159K	Buy	1,898 +1,036	+120%	+$94.6K	0.01%	1028
2025 Q2	$87.3K	Buy	862 +634	+278%	+$64.6K	﹤0.01%	1279
2025 Q1	$24.2K	Buy	228 +49	+27%	+$5.08K	﹤0.01%	1592
2024 Q4	$19.6K	Sell	179 -16	-8%	-$1.86K	﹤0.01%	1633
2024 Q3	$28.2K	Buy	195 +16	+9%	+$2.18K	﹤0.01%	1316
2024 Q2	$24.1K	Buy	179 +15	+9%	+$2.1K	﹤0.01%	1412
2024 Q1	$20.4K	Buy	164 +2	+1%	+$228	﹤0.01%	1355
2023 Q4	$15.1K	Hold	162	–	–	﹤0.01%	1376
2023 Q3	$14.3K	Sell	162 -5	-3%	-$514	﹤0.01%	1257
2023 Q2	$18.8K	Sell	167 -95	-36%	-$11.3K	﹤0.01%	1177
2023 Q1	$33.1K	Hold	262	–	–	﹤0.01%	927
2022 Q4	$28.4K	Buy	+262	New	+$23.2K	﹤0.01%	959

Other funds holding CROX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return