EverSource Wealth Advisors’s Youdao DAO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-912	Closed	-$8.96K	–	4430
2026 Q1	$8.96K	Sell	912 -1	-0.1%	-$10	﹤0.01%	2971
2025 Q4	$9.2K	Sell	913 -240	-21%	-$2.4K	﹤0.01%	2843
2025 Q3	$11.5K	Hold	1,153	–	–	﹤0.01%	2745
2025 Q2	$9.91K	Buy	1,153 +1,061	+1,153%	+$9.03K	﹤0.01%	2809
2025 Q1	$702	Sell	92 -87	-49%	-$717	﹤0.01%	3344
2024 Q4	$1.32K	Hold	179	–	–	﹤0.01%	2873
2024 Q3	$743	Hold	179	–	–	﹤0.01%	2778
2024 Q2	$555	Sell	179 -101	-36%	-$380	﹤0.01%	2866
2024 Q1	$980	Buy	+280	New	+$1.08K	﹤0.01%	2588

Other funds holding DAO

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SHIM

Stone House Investment Management Tunkhannock, Pennsylvania $752M AUM 20.1% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Youdao (DAO) in Q2 2026, closing a stake of 912 shares — an estimated $8.96K sold.

EverSource Wealth Advisors first reported a position in DAO in Q1 2024 and held it in 9 quarters. The position peaked at $11.5K in Q3 2025. 4 funds tracked by Wall St. Rank hold DAO as of Q2 2026.

EverSource Wealth Advisors reported no remaining Youdao position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 912 Youdao shares in Q2 2026, an estimated $8.96K.
EverSource Wealth Advisors first reported a position in Youdao in Q1 2024 and held it in 9 quarters.
EverSource Wealth Advisors's Youdao position peaked at $11.5K in Q3 2025.
4 funds tracked by Wall St. Rank held Youdao as of Q2 2026.

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