EverSource Wealth Advisors
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EverSource Wealth Advisors’s DoubleVerify DV Stock Holding History

EverSource Wealth Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.4K Sell
2,714
-5,834
-68% -$60K ﹤0.01% 2159
2026
Q1 		$81.2K Buy
8,548
+4,270
+100% +$43.6K ﹤0.01% 1564
2025
Q4 		$48.9K Buy
4,278
+357
+9% +$3.94K ﹤0.01% 1764
2025
Q3 		$47K Sell
3,921
-714
-15% -$10.6K ﹤0.01% 1760
2025
Q2 		$69.4K Buy
4,635
+3,995
+624% +$54.7K ﹤0.01% 1408
2025
Q1 		$8.56K Sell
640
-422
-40% -$7.82K ﹤0.01% 2195
2024
Q4 		$20.4K Buy
1,062
+725
+215% +$13.7K ﹤0.01% 1614
2024
Q3 		$5.68K Buy
337
+44
+15% +$839 ﹤0.01% 2178
2024
Q2 		$6.19K Sell
293
-277
-49% -$6.69K ﹤0.01% 2129
2024
Q1 		$16.7K Sell
570
-55
-9% -$2.05K ﹤0.01% 1454
2023
Q4 		$23K Buy
625
+460
+279% +$14.3K ﹤0.01% 1174
2023
Q3 		$4.61K Sell
165
-57
-26% -$1.95K ﹤0.01% 1735
2023
Q2 		$8.64K Buy
222
+17
+8% +$549 ﹤0.01% 1499
2023
Q1 		$6.18K Buy
205
+102
+99% +$2.67K ﹤0.01% 1563
2022
Q4 		$2.26K Hold
103
– – ﹤0.01% 1870
2022
Q3 		$3K Buy
+103
New +$2.66K ﹤0.01% 1524

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its DoubleVerify (DV) stake by 68% in Q2 2026, selling an estimated $60K and leaving 2,714 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

EverSource Wealth Advisors first reported a position in DV in Q3 2022 and has held it in 16 quarters since. The position peaked at $81.2K in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • EverSource Wealth Advisors held 2,714 shares of DoubleVerify worth $29.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,834 DoubleVerify shares in Q2 2026, an estimated $60K.
  • DoubleVerify made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2159 holding.
  • EverSource Wealth Advisors first reported a position in DoubleVerify in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's DoubleVerify position peaked at $81.2K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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