EverSource Wealth Advisors’s Dingdong DDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249	Buy	+129	New	+$320	﹤0.01%	4227
2026 Q1	–	Sell	-121	Closed	-$301	–	4420
2025 Q4	$301	Sell	121 -384	-76%	-$765	﹤0.01%	3966
2025 Q3	$1.04K	Hold	505	–	–	﹤0.01%	3752
2025 Q2	$1.02K	Buy	+505	New	+$1.14K	﹤0.01%	3732
2024 Q1	–	Sell	-294	Closed	-$441	–	2918
2023 Q4	$441	Hold	294	–	–	﹤0.01%	2545
2023 Q3	$573	Buy	+294	New	+$679	﹤0.01%	2346

Other funds holding DDL

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Dingdong (DDL) in Q2 2026: 129 shares worth $249. The stake represents ﹤0.01% of the portfolio and ranks #4227 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in DDL as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in DDL in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.04K in Q3 2025. 4 funds tracked by Wall St. Rank hold DDL as of Q2 2026.

EverSource Wealth Advisors held 129 shares of Dingdong worth $249 as of Q2 2026.
Dingdong was a new EverSource Wealth Advisors position in Q2 2026.
Dingdong made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4227 holding.
EverSource Wealth Advisors first reported a position in Dingdong in Q3 2023 and has held it in 6 quarters since.
EverSource Wealth Advisors's Dingdong position peaked at $1.04K in Q3 2025.
4 funds tracked by Wall St. Rank held Dingdong as of Q2 2026.

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