EverSource Wealth Advisors’s Gaotu Techedu GOTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-140	Closed	-$325	–	4445
2025 Q4	$325	Sell	140 -52	-27%	-$141	﹤0.01%	3952
2025 Q3	$626	Sell	192 -8	-4%	-$29	﹤0.01%	3887
2025 Q2	$722	Sell	200 -313	-61%	-$1.07K	﹤0.01%	3809
2025 Q1	$1.67K	Buy	+513	New	+$1.42K	﹤0.01%	3009
2024 Q4	–	Sell	-627	Closed	-$2.46K	–	3778
2024 Q3	$2.46K	Buy	627 +168	+37%	+$687	﹤0.01%	2476
2024 Q2	$2.2K	Buy	459 +453	+7,550%	+$2.85K	﹤0.01%	2520
2024 Q1	$39	Buy	+6	New	+$32	﹤0.01%	2864

Other funds holding GOTU

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EverSource Wealth Advisors's GOTU Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Gaotu Techedu (GOTU) in Q1 2026, closing a stake of 140 shares — an estimated $325 sold.

EverSource Wealth Advisors first reported a position in GOTU in Q1 2024 and held it in 7 quarters. The position peaked at $2.46K in Q3 2024. 54 funds tracked by Wall St. Rank hold GOTU as of Q1 2026.

EverSource Wealth Advisors reported no remaining Gaotu Techedu position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 140 Gaotu Techedu shares in Q1 2026, an estimated $325.
EverSource Wealth Advisors first reported a position in Gaotu Techedu in Q1 2024 and held it in 7 quarters.
EverSource Wealth Advisors's Gaotu Techedu position peaked at $2.46K in Q3 2024.
54 funds tracked by Wall St. Rank held Gaotu Techedu as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.