EWA
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EverSource Wealth Advisors’s Knowles KN Stock Holding History

EverSource Wealth Advisors’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Sell
3,181
-1,216
-28% -$42.2K ﹤0.01% 1232
2026
Q1 		$113K Buy
4,397
+1,033
+31% +$26.1K ﹤0.01% 1360
2025
Q4 		$72.1K Buy
3,364
+652
+24% +$14.9K ﹤0.01% 1491
2025
Q3 		$63.2K Sell
2,712
-783
-22% -$16K ﹤0.01% 1538
2025
Q2 		$61.6K Buy
3,495
+137
+4% +$2.21K ﹤0.01% 1494
2025
Q1 		$51K Buy
3,358
+1,263
+60% +$22.6K ﹤0.01% 1234
2024
Q4 		$41.8K Buy
2,095
+669
+47% +$12.5K ﹤0.01% 1268
2024
Q3 		$25.7K Buy
1,426
+143
+11% +$2.53K ﹤0.01% 1361
2024
Q2 		$23.4K Buy
1,283
+119
+10% +$2K ﹤0.01% 1425
2024
Q1 		$18.4K Buy
1,164
+208
+22% +$3.41K ﹤0.01% 1400
2023
Q4 		$17.1K Buy
956
+77
+9% +$1.2K ﹤0.01% 1307
2023
Q3 		$13K Hold
879
– – ﹤0.01% 1312
2023
Q2 		$15.9K Hold
879
– – ﹤0.01% 1237
2023
Q1 		$14.9K Sell
879
-411
-32% -$7.17K ﹤0.01% 1198
2022
Q4 		$21.2K Buy
1,290
+784
+155% +$11.4K ﹤0.01% 1048
2022
Q3 		$7K Sell
506
-363
-42% -$5.82K ﹤0.01% 1244
2022
Q2 		$15K Sell
869
-37
-4% -$695 ﹤0.01% 913
2022
Q1 		$20K Hold
906
– – 0.01% 700
2021
Q4 		$22K Buy
+906
New +$19.1K 0.01% 642

Other funds holding KN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Knowles (KN) stake by 28% in Q2 2026, selling an estimated $42.2K and leaving 3,181 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

EverSource Wealth Advisors first reported a position in KN in Q4 2021 and has held it in 19 quarters since. 340 funds tracked by Wall St. Rank hold KN as of Q2 2026.

  • EverSource Wealth Advisors held 3,181 shares of Knowles worth $132K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,216 Knowles shares in Q2 2026, an estimated $42.2K.
  • Knowles made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1232 holding.
  • EverSource Wealth Advisors first reported a position in Knowles in Q4 2021 and has held it in 19 quarters since.
  • 340 funds tracked by Wall St. Rank held Knowles as of Q2 2026.

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