EverSource Wealth Advisors’s Daqo New Energy DQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469	Sell	35 -30	-46%	-$544	﹤0.01%	4144
2026 Q1	$1.38K	Sell	65 -4	-6%	-$97	﹤0.01%	3757
2025 Q4	$2.04K	Hold	69	–	–	﹤0.01%	3492
2025 Q3	$1.94K	Hold	69	–	–	﹤0.01%	3521
2025 Q2	$1.05K	Buy	69 +34	+97%	+$483	﹤0.01%	3722
2025 Q1	$634	Hold	35	–	–	﹤0.01%	3380
2024 Q4	$680	Sell	35 -24	-41%	-$490	﹤0.01%	3090
2024 Q3	$1.2K	Buy	59 +35	+146%	+$565	﹤0.01%	2678
2024 Q2	$421	Sell	24 -181	-88%	-$3.81K	﹤0.01%	2925
2024 Q1	$3.94K	Buy	205 +194	+1,764%	+$4.33K	﹤0.01%	2156
2023 Q4	$293	Sell	11 -46	-81%	-$1.17K	﹤0.01%	2573
2023 Q3	$1.73K	Sell	57 -26	-31%	-$927	﹤0.01%	2054
2023 Q2	$3.29K	Buy	83 +3	+4%	+$125	﹤0.01%	1890
2023 Q1	$3.75K	Buy	+80	New	+$3.68K	﹤0.01%	1741

Other funds holding DQ

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Daqo New Energy (DQ) stake by 46% in Q2 2026, selling an estimated $544 and leaving 35 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

EverSource Wealth Advisors first reported a position in DQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.94K in Q1 2024. 114 funds tracked by Wall St. Rank hold DQ as of Q2 2026.

EverSource Wealth Advisors held 35 shares of Daqo New Energy worth $469 as of Q2 2026.
EverSource Wealth Advisors sold 30 Daqo New Energy shares in Q2 2026, an estimated $544.
Daqo New Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4144 holding.
EverSource Wealth Advisors first reported a position in Daqo New Energy in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Daqo New Energy position peaked at $3.94K in Q1 2024.
114 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2026.

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