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EverSource Wealth Advisors’s Katapult Holdings KPLT Stock Holding History

EverSource Wealth Advisors’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$205 – 4314
2025
Q1 		$205 Buy
+20
New +$200 ﹤0.01% 3699

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's KPLT Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Katapult Holdings (KPLT) in Q2 2025, closing a stake of 20 shares — an estimated $205 sold.

EverSource Wealth Advisors first reported a position in KPLT in Q1 2025 and held it in 1 quarter. The position peaked at $205 in Q1 2025. 26 funds tracked by Wall St. Rank hold KPLT as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Katapult Holdings position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 20 Katapult Holdings shares in Q2 2025, an estimated $205.
  • EverSource Wealth Advisors first reported a position in Katapult Holdings in Q1 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Katapult Holdings position peaked at $205 in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Katapult Holdings as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.