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EWA
EverSource Wealth Advisors’s
Grocery Outlet
GO
Stock Holding History
EverSource Wealth Advisors’s Portfolio
GO Stock Details
GO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$296
Sell
42
-81
-66%
-$704
﹤0.01%
4147
2025
Q4
$1.24K
Sell
123
-604
-83%
-$7.6K
﹤0.01%
3650
2025
Q3
$11.7K
Buy
727
+42
+6%
+$671
﹤0.01%
2730
2025
Q2
$8.51K
Buy
685
+444
+184%
+$6.31K
﹤0.01%
2910
2025
Q1
$3.37K
Sell
241
-1,164
-83%
-$17.2K
﹤0.01%
2682
2024
Q4
$21.9K
Buy
1,405
+1,304
+1,291%
+$22.7K
﹤0.01%
1571
2024
Q3
$1.77K
Sell
101
-348
-78%
-$6.59K
﹤0.01%
2579
2024
Q2
$8.78K
Buy
449
+396
+747%
+$9.39K
﹤0.01%
1922
2024
Q1
$1.38K
Buy
53
+17
+47%
+$448
﹤0.01%
2486
2023
Q4
$971
Buy
36
+21
+140%
+$588
﹤0.01%
2410
2023
Q3
$433
Sell
15
-18
-55%
-$573
﹤0.01%
2408
2023
Q2
$1.01K
Buy
+33
New
+$965
﹤0.01%
2223
2022
Q2
–
Sell
-181
Closed
-$6K
–
1778
2022
Q1
$6K
Hold
181
–
–
﹤0.01%
1178
2021
Q4
$5K
Buy
+181
New
+$4.65K
﹤0.01%
1257
Other funds holding GO
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BCM
Becker Capital Management
Portland, Oregon
$3.4B AUM
24.68%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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