EWA
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EverSource Wealth Advisors’s GoodRx Holdings GDRX Stock Holding History

EverSource Wealth Advisors’s Portfolio GDRX Stock Details GDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.65K Buy
3,393
+2,393
+239% +$5.61K ﹤0.01% 3124
2025
Q4 		$2.71K Buy
1,000
+947
+1,787% +$3.11K ﹤0.01% 3387
2025
Q3 		$224 Sell
53
-6
-10% -$26 ﹤0.01% 4087
2025
Q2 		$294 Sell
59
-51
-46% -$222 ﹤0.01% 4004
2025
Q1 		$485 Buy
110
+68
+162% +$319 ﹤0.01% 3469
2024
Q4 		$195 Buy
+42
New +$231 ﹤0.01% 3436
2023
Q4 		– Sell
-600
Closed -$3.38K – 2682
2023
Q3 		$3.38K Hold
600
– – ﹤0.01% 1848
2023
Q2 		$3.31K Hold
600
– – ﹤0.01% 1889
2023
Q1 		$3.75K Sell
600
-400
-40% -$2.23K ﹤0.01% 1739
2022
Q4 		$4.66K Buy
+1,000
New +$4.93K ﹤0.01% 1635

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return