EWA
HERE

EverSource Wealth Advisors’s Here Group Ltd HERE Stock Holding History

EverSource Wealth Advisors’s Portfolio HERE Stock Details HERE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26
Closed -$92 – 4521
2026
Q1 		$92 Sell
26
-29
-53% -$127 ﹤0.01% 4282
2025
Q4 		$281 Sell
55
-5,939
-99% -$36.6K ﹤0.01% 3978
2025
Q3 		$54.1K Sell
5,994
-514
-8% -$4.56K ﹤0.01% 1657
2025
Q2 		$61.5K Buy
+6,508
New +$45.3K ﹤0.01% 1497

Other funds holding HERE

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Here Group Ltd (HERE) in Q2 2026, closing a stake of 26 shares — an estimated $92 sold.

EverSource Wealth Advisors first reported a position in HERE in Q2 2025 and held it in 4 quarters. The position peaked at $61.5K in Q2 2025. 11 funds tracked by Wall St. Rank hold HERE as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Here Group Ltd position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 26 Here Group Ltd shares in Q2 2026, an estimated $92.
  • EverSource Wealth Advisors first reported a position in Here Group Ltd in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Here Group Ltd position peaked at $61.5K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Here Group Ltd as of Q2 2026.

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