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EverSource Wealth Advisors’s Life Time Group Holdings LTH Stock Holding History

EverSource Wealth Advisors’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6K Sell
529
-1,243
-70% -$39.5K ﹤0.01% 2374
2026
Q1 		$47.7K Buy
1,772
+587
+50% +$16.2K ﹤0.01% 1923
2025
Q4 		$31.5K Sell
1,185
-162
-12% -$4.22K ﹤0.01% 2072
2025
Q3 		$37.2K Sell
1,347
-152
-10% -$4.34K ﹤0.01% 1916
2025
Q2 		$45.5K Buy
1,499
+1,002
+202% +$29.7K ﹤0.01% 1682
2025
Q1 		$15K Buy
497
+153
+44% +$4.49K ﹤0.01% 1861
2024
Q4 		$7.61K Buy
344
+30
+10% +$717 ﹤0.01% 2145
2024
Q3 		$7.67K Buy
314
+7
+2% +$157 ﹤0.01% 2011
2024
Q2 		$6.38K Buy
307
+25
+9% +$395 ﹤0.01% 2118
2024
Q1 		$3.85K Buy
+282
New +$3.92K ﹤0.01% 2166

Other funds holding LTH

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BSA
Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Life Time Group Holdings (LTH) stake by 70% in Q2 2026, selling an estimated $39.5K and leaving 529 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

EverSource Wealth Advisors first reported a position in LTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $47.7K in Q1 2026. 135 funds tracked by Wall St. Rank hold LTH as of Q2 2026.

  • EverSource Wealth Advisors held 529 shares of Life Time Group Holdings worth $21.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,243 Life Time Group Holdings shares in Q2 2026, an estimated $39.5K.
  • Life Time Group Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2374 holding.
  • EverSource Wealth Advisors first reported a position in Life Time Group Holdings in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Life Time Group Holdings position peaked at $47.7K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2026.

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