EWA
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EverSource Wealth Advisors’s N-able NABL Stock Holding History

EverSource Wealth Advisors’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.55K Sell
1,830
-1,265
-41% -$7.07K ﹤0.01% 2998
2025
Q4 		$23.2K Sell
3,095
-629
-17% -$4.8K ﹤0.01% 2286
2025
Q3 		$29K Sell
3,724
-65
-2% -$521 ﹤0.01% 2086
2025
Q2 		$30.7K Buy
3,789
+3,606
+1,970% +$26.9K ﹤0.01% 1968
2025
Q1 		$1.3K Sell
183
-1,464
-89% -$13K ﹤0.01% 3128
2024
Q4 		$15.4K Buy
1,647
+1,066
+183% +$11.9K ﹤0.01% 1769
2024
Q3 		$7.59K Buy
581
+11
+2% +$147 ﹤0.01% 2018
2024
Q2 		$7.95K Hold
570
– – ﹤0.01% 1988
2024
Q1 		$6.99K Buy
570
+243
+74% +$3.21K ﹤0.01% 1870
2023
Q4 		$4.33K Buy
+327
New +$4.15K ﹤0.01% 1912

Other funds holding NABL

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AP
AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return