EWA
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EverSource Wealth Advisors’s Enviri NVRI Stock Holding History

EverSource Wealth Advisors’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.8K Buy
1,315
+16
+1% +$297 ﹤0.01% 2348
2025
Q4 		$23.3K Buy
1,299
+10
+0.8% +$149 ﹤0.01% 2283
2025
Q3 		$16.4K Sell
1,289
-615
-32% -$6.36K ﹤0.01% 2507
2025
Q2 		$16.5K Buy
1,904
+1,879
+7,516% +$13.8K ﹤0.01% 2448
2025
Q1 		$166 Buy
+25
New +$197 ﹤0.01% 3736
2023
Q4 		– Sell
-143
Closed -$1.03K – 2717
2023
Q3 		$1.03K Buy
+143
New +$1.16K ﹤0.01% 2196
2022
Q3 		– Sell
-199
Closed -$1K – 2080
2022
Q2 		$1K Buy
199
+46
+30% +$415 ﹤0.01% 1652
2022
Q1 		$2K Hold
153
– – ﹤0.01% 1553
2021
Q4 		$3K Buy
+153
New +$2.47K ﹤0.01% 1442

Other funds holding NVRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return