EWA
MODV

EverSource Wealth Advisors’s ModivCare MODV Stock Holding History

EverSource Wealth Advisors’s Portfolio MODV Stock Details MODV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-330
Closed -$1.03K – 4422
2025
Q2 		$1.03K Sell
330
-155
-32% -$285 ﹤0.01% 3729
2025
Q1 		$638 Buy
+485
New +$2.35K ﹤0.01% 3379
2023
Q3 		– Sell
-61
Closed -$2.39K – 2605
2023
Q2 		$2.76K Buy
+61
New +$3.63K ﹤0.01% 1944
2022
Q4 		– Sell
-41
Closed -$4K – 2375
2022
Q3 		$4K Buy
41
+22
+116% +$2.28K ﹤0.01% 1455
2022
Q2 		$2K Buy
+19
New +$1.92K ﹤0.01% 1533

Other funds holding MODV

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors's MODV Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of ModivCare (MODV) in Q3 2025, closing a stake of 330 shares — an estimated $1.03K sold.

EverSource Wealth Advisors first reported a position in MODV in Q2 2022 and held it in 5 quarters. The position peaked at $4K in Q3 2022. 13 funds tracked by Wall St. Rank hold MODV as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining ModivCare position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 330 ModivCare shares in Q3 2025, an estimated $1.03K.
  • EverSource Wealth Advisors first reported a position in ModivCare in Q2 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's ModivCare position peaked at $4K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held ModivCare as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.