Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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EWA
EverSource Wealth Advisors’s
Element Solutions
ESI
Stock Holding History
EverSource Wealth Advisors’s Portfolio
ESI Stock Details
ESI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$357K
Buy
10,450
+385
+4%
+$12.1K
0.01%
762
2025
Q4
$252K
Buy
10,065
+140
+1%
+$3.63K
0.01%
843
2025
Q3
$250K
Buy
9,925
+779
+9%
+$19.4K
0.01%
798
2025
Q2
$207K
Buy
9,146
+1,320
+17%
+$27.7K
0.01%
842
2025
Q1
$177K
Buy
7,826
+2,177
+39%
+$55.6K
0.01%
699
2024
Q4
$144K
Buy
5,649
+1,963
+53%
+$53.1K
0.01%
793
2024
Q3
$100K
Buy
3,686
+630
+21%
+$16.5K
0.01%
787
2024
Q2
$82.4K
Buy
3,056
+864
+39%
+$21.3K
0.01%
877
2024
Q1
$50.7K
Buy
2,192
+190
+9%
+$4.42K
﹤0.01%
980
2023
Q4
$46.3K
Buy
2,002
+684
+52%
+$13.8K
﹤0.01%
926
2023
Q3
$25.9K
Buy
1,318
+608
+86%
+$12.1K
﹤0.01%
1036
2023
Q2
$13.6K
Buy
710
+293
+70%
+$5.39K
﹤0.01%
1312
2023
Q1
$8.05K
Buy
+417
New
+$8.23K
﹤0.01%
1454
Other funds holding ESI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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