EWA
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EverSource Wealth Advisors’s Vertical Aerospace EVTL Stock Holding History

EverSource Wealth Advisors’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209 Hold
120
– – ﹤0.01% 4245
2026
Q1 		$265 Hold
120
– – ﹤0.01% 4168
2025
Q4 		$640 Hold
120
– – ﹤0.01% 3813
2025
Q3 		$623 Buy
+120
New +$667 ﹤0.01% 3889

Other funds holding EVTL

MCM
Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors held its Vertical Aerospace (EVTL) position steady in Q2 2026 at 120 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #4245.

EverSource Wealth Advisors first reported a position in EVTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $640 in Q4 2025. 81 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • EverSource Wealth Advisors held 120 shares of Vertical Aerospace worth $209 as of Q2 2026.
  • EverSource Wealth Advisors left its Vertical Aerospace share count unchanged in Q2 2026.
  • Vertical Aerospace made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4245 holding.
  • EverSource Wealth Advisors first reported a position in Vertical Aerospace in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Vertical Aerospace position peaked at $640 in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

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