EWA
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EverSource Wealth Advisors’s Grocery Outlet GO Stock Holding History

EverSource Wealth Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.9K Buy
3,697
+3,655
+8,702% +$30.1K ﹤0.01% 1979
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 – 1777
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Grocery Outlet (GO) stake by 8,702% in Q2 2026, buying an estimated $30.1K and bringing the position to 3,697 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

EverSource Wealth Advisors first reported a position in GO in Q4 2021 and has held it in 15 quarters since. 245 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • EverSource Wealth Advisors held 3,697 shares of Grocery Outlet worth $36.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,655 Grocery Outlet shares in Q2 2026, an estimated $30.1K.
  • Grocery Outlet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1979 holding.
  • EverSource Wealth Advisors first reported a position in Grocery Outlet in Q4 2021 and has held it in 15 quarters since.
  • 245 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

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