EverSource Wealth Advisors’s EverQuote EVER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2K	Sell	724 -82	-10%	-$1.55K	﹤0.01%	2854
2025 Q4	$21.8K	Sell	806 -160	-17%	-$3.88K	﹤0.01%	2333
2025 Q3	$22.1K	Sell	966 -21	-2%	-$507	﹤0.01%	2293
2025 Q2	$23.9K	Buy	987 +860	+677%	+$20.4K	﹤0.01%	2166
2025 Q1	$3.33K	Buy	127 +118	+1,311%	+$2.7K	﹤0.01%	2690
2024 Q4	$180	Buy	+9	New	+$170	﹤0.01%	3448
2022 Q1	–	Sell	-164	Closed	-$3K	–	1755
2021 Q4	$3K	Buy	+164	New	+$2.5K	﹤0.01%	1414

Other funds holding EVER

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return