EverSource Wealth Advisors’s News Corp Class B NWS Stock Holding History

EverSource Wealth Advisors’s Portfolio NWS Stock Details NWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.9K	Buy	2,278 +397	+21%	+$11.2K	﹤0.01%	1704
2025 Q4	$55.7K	Sell	1,881 -560	-23%	-$16.7K	﹤0.01%	1674
2025 Q3	$84.3K	Sell	2,441 -466	-16%	-$15.7K	﹤0.01%	1377
2025 Q2	$99.7K	Buy	2,907 +2,016	+226%	+$63.9K	﹤0.01%	1204
2025 Q1	$27.1K	Buy	891 +331	+59%	+$10.5K	﹤0.01%	1532
2024 Q4	$17K	Buy	560 +155	+38%	+$4.68K	﹤0.01%	1716
2024 Q3	$11.3K	Buy	405 +45	+13%	+$1.27K	﹤0.01%	1792
2024 Q2	$10.3K	Sell	360 -29	-7%	-$771	﹤0.01%	1841
2024 Q1	$9.55K	Buy	389 +228	+142%	+$6.03K	﹤0.01%	1711
2023 Q4	$4.14K	Buy	161 +7	+5%	+$158	﹤0.01%	1930
2023 Q3	$3.21K	Sell	154 -36	-19%	-$746	﹤0.01%	1864
2023 Q2	$3.75K	Buy	190 +52	+38%	+$951	﹤0.01%	1839
2023 Q1	$2.4K	Sell	138 -359	-72%	-$6.63K	﹤0.01%	1882
2022 Q4	$9.16K	Buy	497 +350	+238%	+$6.17K	﹤0.01%	1364
2022 Q3	$2K	Buy	+147	New	+$2.51K	﹤0.01%	1703
2022 Q2	–	Sell	-44	Closed	-$1K	–	1838
2022 Q1	$1K	Hold	44	–	–	﹤0.01%	1655
2021 Q4	$1K	Buy	+44	New	+$1.01K	﹤0.01%	1715

Other funds holding NWS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return