EWA
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EverSource Wealth Advisors’s Crexendo CXDO Stock Holding History

EverSource Wealth Advisors’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$903 Sell
121
-64
-35% -$500 ﹤0.01% 3999
2026
Q1 		$1.14K Buy
185
+176
+1,956% +$1.16K ﹤0.01% 3807
2025
Q4 		$58 Buy
9
+6
+200% +$39 ﹤0.01% 4159
2025
Q3 		$20 Buy
+3
New +$19 ﹤0.01% 4282

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Crexendo (CXDO) stake by 35% in Q2 2026, selling an estimated $500 and leaving 121 shares worth $903. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

EverSource Wealth Advisors first reported a position in CXDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.14K in Q1 2026. 126 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • EverSource Wealth Advisors held 121 shares of Crexendo worth $903 as of Q2 2026.
  • EverSource Wealth Advisors sold 64 Crexendo shares in Q2 2026, an estimated $500.
  • Crexendo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3999 holding.
  • EverSource Wealth Advisors first reported a position in Crexendo in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Crexendo position peaked at $1.14K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

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