EWA
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EverSource Wealth Advisors’s Envela ELA Stock Holding History

EverSource Wealth Advisors’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232 Hold
8
– – ﹤0.01% 4236
2026
Q1 		$133 Buy
8
+6
+300% +$82 ﹤0.01% 4239
2025
Q4 		$27 Buy
2
+1
+100% +$10 ﹤0.01% 4209
2025
Q3 		$8 Buy
+1
New +$7 ﹤0.01% 4309

Other funds holding ELA

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

EverSource Wealth Advisors held its Envela (ELA) position steady in Q2 2026 at 8 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

EverSource Wealth Advisors first reported a position in ELA in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold ELA as of Q2 2026.

  • EverSource Wealth Advisors held 8 shares of Envela worth $232 as of Q2 2026.
  • EverSource Wealth Advisors left its Envela share count unchanged in Q2 2026.
  • Envela made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4236 holding.
  • EverSource Wealth Advisors first reported a position in Envela in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Envela as of Q2 2026.

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