EverSource Wealth Advisors’s Liquidity Services LQDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.4K	Buy	265 +121	+84%	+$4.28K	﹤0.01%	2892
2026 Q1	$4.4K	Sell	144 -1	-0.7%	-$31	﹤0.01%	3326
2025 Q4	$4.39K	Sell	145 -51	-26%	-$1.37K	﹤0.01%	3171
2025 Q3	$5.38K	Buy	196 +38	+24%	+$977	﹤0.01%	3128
2025 Q2	$3.73K	Buy	158 +153	+3,060%	+$4.13K	﹤0.01%	3280
2025 Q1	$155	Sell	5 -4	-44%	-$133	﹤0.01%	3744
2024 Q4	$291	Buy	+9	New	+$228	﹤0.01%	3351

Other funds holding LQDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Liquidity Services (LQDT) stake by 84% in Q2 2026, buying an estimated $4.28K and bringing the position to 265 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

EverSource Wealth Advisors first reported a position in LQDT in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

EverSource Wealth Advisors held 265 shares of Liquidity Services worth $10.4K as of Q2 2026.
EverSource Wealth Advisors bought 121 Liquidity Services shares in Q2 2026, an estimated $4.28K.
Liquidity Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2892 holding.
EverSource Wealth Advisors first reported a position in Liquidity Services in Q4 2024 and has held it in 7 quarters since.
222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

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