EverSource Wealth Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$407K	Buy	1,767 +1,077	+156%	+$247K	0.01%	645
2026 Q1	$150K	Sell	690 -889	-56%	-$207K	﹤0.01%	1211
2025 Q4	$458K	Buy	1,579 +1,421	+899%	+$399K	0.02%	571
2025 Q3	$45.3K	Buy	158 +20	+14%	+$7.64K	﹤0.01%	1779
2025 Q2	$61.8K	Buy	138 +51	+59%	+$22.3K	﹤0.01%	1492
2025 Q1	$39.6K	Sell	87 -175	-67%	-$79.7K	﹤0.01%	1354
2024 Q4	$126K	Sell	262 -36	-12%	-$17.1K	0.01%	834
2024 Q3	$137K	Buy	298 +7	+2%	+$2.97K	0.01%	688
2024 Q2	$120K	Buy	291 +54	+23%	+$22.9K	0.01%	726
2024 Q1	$98.8K	Buy	237 +6	+3%	+$2.8K	0.01%	713
2023 Q4	$110K	Sell	231 -31	-12%	-$13.9K	0.01%	600
2023 Q3	$115K	Hold	262	–	–	0.01%	528
2023 Q2	$105K	Buy	262 +261	+26,100%	+$105K	0.01%	568
2023 Q1	$415	Buy	+1	New	+$416	﹤0.01%	2267
2022 Q4	–	Sell	-10	Closed	-$4.26K	–	2347
2022 Q3	$4K	Buy	+10	New	+$4.23K	﹤0.01%	1433

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Factset (FDS) stake by 156% in Q2 2026, buying an estimated $247K and bringing the position to 1,767 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #645.

EverSource Wealth Advisors first reported a position in FDS in Q3 2022 and has held it in 15 quarters since. The position peaked at $458K in Q4 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

EverSource Wealth Advisors held 1,767 shares of Factset worth $407K as of Q2 2026.
EverSource Wealth Advisors bought 1,077 Factset shares in Q2 2026, an estimated $247K.
Factset made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #645 holding.
EverSource Wealth Advisors first reported a position in Factset in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Factset position peaked at $458K in Q4 2025.
767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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