EverSource Wealth Advisors’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.6K	Sell	1,075 -41	-4%	-$2.59K	﹤0.01%	1715
2025 Q4	$71.7K	Sell	1,116 -815	-42%	-$54.7K	﹤0.01%	1495
2025 Q3	$140K	Sell	1,931 -667	-26%	-$49K	0.01%	1093
2025 Q2	$193K	Buy	2,598 +1,902	+273%	+$142K	0.01%	880
2025 Q1	$55.9K	Buy	696 +506	+266%	+$41.3K	﹤0.01%	1184
2024 Q4	$14.8K	Buy	190 +11	+6%	+$838	﹤0.01%	1795
2024 Q3	$13.7K	Sell	179 -3,104	-95%	-$231K	﹤0.01%	1691
2024 Q2	$259K	Sell	3,283 -108	-3%	-$8.69K	0.02%	478
2024 Q1	$263K	Buy	3,391 +52	+2%	+$4.3K	0.02%	413
2023 Q4	$288K	Buy	3,339 +43	+1%	+$3.63K	0.03%	350
2023 Q3	$261K	Sell	3,296 -36	-1%	-$3.02K	0.03%	343
2023 Q2	$279K	Buy	3,332 +319	+11%	+$26.7K	0.03%	326
2023 Q1	$257K	Buy	3,013 +261	+9%	+$21.1K	0.03%	328
2022 Q4	$194K	Sell	2,752 -2,721	-50%	-$188K	0.03%	356
2022 Q3	$358K	Sell	5,473 -142	-3%	-$10.6K	0.08%	210
2022 Q2	$402K	Buy	+5,615	New	+$425K	0.1%	175
2022 Q1	–	Sell	-21	Closed	-$2K	–	1743
2021 Q4	$2K	Buy	+21	New	+$1.88K	﹤0.01%	1529

Other funds holding DLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return