EWA
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EverSource Wealth Advisors’s Eve Holding EVEX Stock Holding History

EverSource Wealth Advisors’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.92K Buy
3,555
+2,169
+156% +$6.25K ﹤0.01% 2970
2026
Q1 		$3.44K Buy
1,386
+612
+79% +$2.09K ﹤0.01% 3439
2025
Q4 		$3.09K Buy
774
+52
+7% +$229 ﹤0.01% 3326
2025
Q3 		$2.75K Sell
722
-85
-11% -$452 ﹤0.01% 3406
2025
Q2 		$5.54K Sell
807
-106
-12% -$472 ﹤0.01% 3120
2025
Q1 		$3.03K Buy
913
+872
+2,127% +$3.77K ﹤0.01% 2729
2024
Q4 		$223 Buy
+41
New +$154 ﹤0.01% 3418
2024
Q2 		– Sell
-321
Closed -$1.73K – 3088
2024
Q1 		$1.73K Buy
+321
New +$1.96K ﹤0.01% 2428

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $385M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Eve Holding (EVEX) stake by 156% in Q2 2026, buying an estimated $6.25K and bringing the position to 3,555 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

EverSource Wealth Advisors first reported a position in EVEX in Q1 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • EverSource Wealth Advisors held 3,555 shares of Eve Holding worth $8.92K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,169 Eve Holding shares in Q2 2026, an estimated $6.25K.
  • Eve Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2970 holding.
  • EverSource Wealth Advisors first reported a position in Eve Holding in Q1 2024 and has held it in 8 quarters since.
  • 150 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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