EverSource Wealth Advisors’s eHealth EHTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29K	Buy	1,004 +686	+216%	+$1.59K	﹤0.01%	3772
2025 Q4	$1.46K	Buy	318 +70	+28%	+$308	﹤0.01%	3604
2025 Q3	$1.07K	Buy	+248	New	+$952	﹤0.01%	3745
2024 Q4	–	Sell	-20	Closed	-$82	–	3771
2024 Q3	$82	Buy	+20	New	+$86	﹤0.01%	2988
2022 Q3	–	Sell	-149	Closed	-$1K	–	2003
2022 Q2	$1K	Buy	+149	New	+$1.51K	﹤0.01%	1626

Other funds holding EHTH

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its eHealth (EHTH) stake by 216% in Q1 2026, buying an estimated $1.59K and bringing the position to 1,004 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

EverSource Wealth Advisors first reported a position in EHTH in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.46K in Q4 2025. 104 funds tracked by Wall St. Rank hold EHTH as of Q1 2026.

EverSource Wealth Advisors held 1,004 shares of eHealth worth $1.29K as of Q1 2026.
EverSource Wealth Advisors bought 686 eHealth shares in Q1 2026, an estimated $1.59K.
eHealth made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3772 holding.
EverSource Wealth Advisors first reported a position in eHealth in Q2 2022 and has held it in 5 quarters since.
EverSource Wealth Advisors's eHealth position peaked at $1.46K in Q4 2025.
104 funds tracked by Wall St. Rank held eHealth as of Q1 2026.

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