EWA
HCWC

EverSource Wealth Advisors’s Healthy Choice Wellness HCWC Stock Holding History

EverSource Wealth Advisors’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
1
– – ﹤0.01% 4569
2026
Q1 		$0 Hold
1
– – ﹤0.01% 4522
2025
Q4 		$0 Hold
1
– – ﹤0.01% 4487
2025
Q3 		$1 Hold
1
– – ﹤0.01% 4322
2025
Q2 		$0 Buy
+1
New – ﹤0.01% 4383

Other funds holding HCWC

SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

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

EverSource Wealth Advisors held its Healthy Choice Wellness (HCWC) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4569.

EverSource Wealth Advisors first reported a position in HCWC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1 in Q3 2025. 10 funds tracked by Wall St. Rank hold HCWC as of Q2 2026.

  • EverSource Wealth Advisors held 1 share of Healthy Choice Wellness worth $0 as of Q2 2026.
  • EverSource Wealth Advisors left its Healthy Choice Wellness share count unchanged in Q2 2026.
  • Healthy Choice Wellness made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4569 holding.
  • EverSource Wealth Advisors first reported a position in Healthy Choice Wellness in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Healthy Choice Wellness position peaked at $1 in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q2 2026.

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