EWA
DV icon

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
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 		$5.67K 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 $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return