EWA
NN icon

EverSource Wealth Advisors’s NextNav NN Stock Holding History

EverSource Wealth Advisors’s Portfolio NN Stock Details NN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4K Buy
1,525
+1,514
+13,764% +$24.5K ﹤0.01% 2378
2025
Q4 		$183 Sell
11
-23
-68% -$327 ﹤0.01% 4037
2025
Q3 		$487 Sell
34
-72
-68% -$1.14K ﹤0.01% 3959
2025
Q2 		$1.61K Sell
106
-259
-71% -$3.32K ﹤0.01% 3570
2025
Q1 		$4.44K Buy
365
+46
+14% +$555 ﹤0.01% 2558
2024
Q4 		$4.96K Buy
319
+4
+1% +$53 ﹤0.01% 2350
2024
Q3 		$2.36K Hold
315
– – ﹤0.01% 2494
2024
Q2 		$2.62K Hold
315
– – ﹤0.01% 2461
2024
Q1 		$2.87K Hold
315
– – ﹤0.01% 2265
2023
Q4 		$1.4K Hold
315
– – ﹤0.01% 2289
2023
Q3 		$1.62K Hold
315
– – ﹤0.01% 2076
2023
Q2 		$926 Buy
+315
New +$760 ﹤0.01% 2254

Other funds holding NN

FIG
Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return
CCM
Clutterbuck Capital Management Cleveland, Ohio $164M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $2.14B AUM 41.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $99.3M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return