EverSource Wealth Advisors’s National Vision EYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2K	Sell	536 -1,995	-79%	-$40.7K	﹤0.01%	2898
2026 Q1	$65.6K	Buy	2,531 +917	+57%	+$24.9K	﹤0.01%	1698
2025 Q4	$41.7K	Buy	1,614 +1,031	+177%	+$27.7K	﹤0.01%	1876
2025 Q3	$17K	Buy	583 +5	+0.9%	+$123	﹤0.01%	2479
2025 Q2	$13.3K	Buy	578 +351	+155%	+$5.98K	﹤0.01%	2607
2025 Q1	$2.9K	Buy	227 +99	+77%	+$1.17K	﹤0.01%	2744
2024 Q4	$1.33K	Buy	+128	New	+$1.4K	﹤0.01%	2871
2024 Q3	–	Sell	-301	Closed	-$4.35K	–	3058
2024 Q2	$4.35K	Buy	+301	New	+$4.93K	﹤0.01%	2267
2023 Q3	–	Sell	-23	Closed	-$559	–	2555
2023 Q2	$559	Hold	23	–	–	﹤0.01%	2328
2023 Q1	$433	Sell	23 -319	-93%	-$10.4K	﹤0.01%	2253
2022 Q4	$13.3K	Hold	342	–	–	﹤0.01%	1223
2022 Q3	$11K	Buy	+342	New	+$11.1K	﹤0.01%	1092

Other funds holding EYE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its National Vision (EYE) stake by 79% in Q2 2026, selling an estimated $40.7K and leaving 536 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

EverSource Wealth Advisors first reported a position in EYE in Q3 2022 and has held it in 12 quarters since. The position peaked at $65.6K in Q1 2026. 232 funds tracked by Wall St. Rank hold EYE as of Q2 2026.

EverSource Wealth Advisors held 536 shares of National Vision worth $10.2K as of Q2 2026.
EverSource Wealth Advisors sold 1,995 National Vision shares in Q2 2026, an estimated $40.7K.
National Vision made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2898 holding.
EverSource Wealth Advisors first reported a position in National Vision in Q3 2022 and has held it in 12 quarters since.
EverSource Wealth Advisors's National Vision position peaked at $65.6K in Q1 2026.
232 funds tracked by Wall St. Rank held National Vision as of Q2 2026.

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