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 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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's EEX Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Emerald Holding (EEX) stake by 5.8% in Q1 2026, selling an estimated $18 and leaving 65 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

EverSource Wealth Advisors first reported a position in EEX in Q2 2022 and has held it in 7 quarters since. The position peaked at $2K in Q2 2022. 72 funds tracked by Wall St. Rank hold EEX as of Q1 2026.

EverSource Wealth Advisors held 65 shares of Emerald Holding worth $294 as of Q1 2026.
EverSource Wealth Advisors sold 4 Emerald Holding shares in Q1 2026, an estimated $18.
Emerald Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4151 holding.
EverSource Wealth Advisors first reported a position in Emerald Holding in Q2 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's Emerald Holding position peaked at $2K in Q2 2022.
72 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.