EWA
DOCS icon

EverSource Wealth Advisors’s Doximity DOCS Stock Holding History

EverSource Wealth Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66K Buy
2,833
+2,560
+938% +$79.8K ﹤0.01% 1689
2025
Q4 		$12.1K Sell
273
-364
-57% -$20.4K ﹤0.01% 2703
2025
Q3 		$46.6K Buy
637
+114
+22% +$7.43K ﹤0.01% 1764
2025
Q2 		$32.1K Buy
523
+139
+36% +$7.75K ﹤0.01% 1932
2025
Q1 		$22.3K Buy
384
+72
+23% +$4.55K ﹤0.01% 1635
2024
Q4 		$16.7K Buy
312
+90
+41% +$4.41K ﹤0.01% 1726
2024
Q3 		$9.67K Buy
222
+56
+34% +$1.87K ﹤0.01% 1887
2024
Q2 		$4.65K Buy
166
+92
+124% +$2.43K ﹤0.01% 2247
2024
Q1 		$1.8K Buy
74
+24
+48% +$684 ﹤0.01% 2421
2023
Q4 		$1.4K Hold
50
– – ﹤0.01% 2288
2023
Q3 		$1.06K Sell
50
-123
-71% -$3.36K ﹤0.01% 2179
2023
Q2 		$5.88K Hold
173
– – ﹤0.01% 1665
2023
Q1 		$5.6K Buy
+173
New +$5.74K ﹤0.01% 1603

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return