EverSource Wealth Advisors’s Emerald Holding EEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151	Sell	30 -35	-54%	-$170	﹤0.01%	4275
2026 Q1	$294	Sell	65 -4	-6%	-$18	﹤0.01%	4151
2025 Q4	$308	Sell	69 -7	-9%	-$30	﹤0.01%	3961
2025 Q3	$387	Hold	76	–	–	﹤0.01%	4013
2025 Q2	$369	Buy	76 +10	+15%	+$44	﹤0.01%	3962
2025 Q1	$259	Buy	66 +45	+214%	+$194	﹤0.01%	3639
2024 Q4	$101	Buy	+21	New	+$96	﹤0.01%	3542
2022 Q3	–	Sell	-504	Closed	-$2K	–	2002
2022 Q2	$2K	Buy	+504	New	+$1.63K	﹤0.01%	1495

Other funds holding EEX

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GLF

Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EverSource Wealth Advisors reduced its Emerald Holding (EEX) stake by 54% in Q2 2026, selling an estimated $170 and leaving 30 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #4275.

EverSource Wealth Advisors first reported a position in EEX in Q2 2022 and has held it in 8 quarters since. The position peaked at $2K in Q2 2022. 73 funds tracked by Wall St. Rank hold EEX as of Q2 2026.

EverSource Wealth Advisors held 30 shares of Emerald Holding worth $151 as of Q2 2026.
EverSource Wealth Advisors sold 35 Emerald Holding shares in Q2 2026, an estimated $170.
Emerald Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4275 holding.
EverSource Wealth Advisors first reported a position in Emerald Holding in Q2 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Emerald Holding position peaked at $2K in Q2 2022.
73 funds tracked by Wall St. Rank held Emerald Holding as of Q2 2026.

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