EverSource Wealth Advisors’s Vertical Aerospace EVTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

EverSource Wealth Advisors's EVTL Position: Q1 2026 in Review

EverSource Wealth Advisors held its Vertical Aerospace (EVTL) position steady in Q1 2026 at 120 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #4168.

EverSource Wealth Advisors first reported a position in EVTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $640 in Q4 2025. 77 funds tracked by Wall St. Rank hold EVTL as of Q1 2026.

  • EverSource Wealth Advisors held 120 shares of Vertical Aerospace worth $265 as of Q1 2026.
  • EverSource Wealth Advisors left its Vertical Aerospace share count unchanged in Q1 2026.
  • Vertical Aerospace made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4168 holding.
  • EverSource Wealth Advisors first reported a position in Vertical Aerospace in Q3 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Vertical Aerospace position peaked at $640 in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Vertical Aerospace as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.