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EverSource Wealth Advisors’s Sprinklr CXM Stock Holding History

EverSource Wealth Advisors’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.1K Buy
3,314
+1,083
+49% +$5.76K ﹤0.01% 2556
2026
Q1 		$13.4K Buy
2,231
+1,615
+262% +$10K ﹤0.01% 2759
2025
Q4 		$4.79K Buy
616
+24
+4% +$183 ﹤0.01% 3142
2025
Q3 		$4.57K Sell
592
-24
-4% -$202 ﹤0.01% 3197
2025
Q2 		$5.21K Buy
616
+460
+295% +$3.68K ﹤0.01% 3145
2025
Q1 		$1.3K Buy
156
+64
+70% +$560 ﹤0.01% 3124
2024
Q4 		$777 Buy
+92
New +$735 ﹤0.01% 3050

Other funds holding CXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Sprinklr (CXM) stake by 49% in Q2 2026, buying an estimated $5.76K and bringing the position to 3,314 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

EverSource Wealth Advisors first reported a position in CXM in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • EverSource Wealth Advisors held 3,314 shares of Sprinklr worth $17.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,083 Sprinklr shares in Q2 2026, an estimated $5.76K.
  • Sprinklr made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2556 holding.
  • EverSource Wealth Advisors first reported a position in Sprinklr in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

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