EWA
DDS icon

EverSource Wealth Advisors’s Dillards DDS Stock Holding History

EverSource Wealth Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7K Sell
77
-65
-46% -$37.5K ﹤0.01% 1909
2026
Q1 		$81.2K Buy
142
+32
+29% +$20K ﹤0.01% 1562
2025
Q4 		$66.7K Buy
110
+16
+17% +$10.1K ﹤0.01% 1553
2025
Q3 		$57.8K Buy
94
+5
+6% +$2.58K ﹤0.01% 1600
2025
Q2 		$37.2K Buy
89
+79
+790% +$29.5K ﹤0.01% 1815
2025
Q1 		$3.58K Sell
10
-1
-9% -$431 ﹤0.01% 2654
2024
Q4 		$4.75K Buy
11
+3
+38% +$1.23K ﹤0.01% 2367
2024
Q3 		$3.07K Hold
8
– – ﹤0.01% 2411
2024
Q2 		$3.19K Buy
8
+5
+167% +$2.16K ﹤0.01% 2388
2024
Q1 		$1.31K Hold
3
– – ﹤0.01% 2498
2023
Q4 		$1.21K Hold
3
– – ﹤0.01% 2335
2023
Q3 		$992 Buy
+3
New +$991 ﹤0.01% 2223

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EverSource Wealth Advisors reduced its Dillards (DDS) stake by 46% in Q2 2026, selling an estimated $37.5K and leaving 77 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

EverSource Wealth Advisors first reported a position in DDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $81.2K in Q1 2026. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • EverSource Wealth Advisors held 77 shares of Dillards worth $40.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 65 Dillards shares in Q2 2026, an estimated $37.5K.
  • Dillards made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1909 holding.
  • EverSource Wealth Advisors first reported a position in Dillards in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Dillards position peaked at $81.2K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

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