EWA
ODP

EverSource Wealth Advisors’s ODP ODP Stock Holding History

EverSource Wealth Advisors’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-269
Closed -$7.49K – 4390
2025
Q3 		$7.49K Sell
269
-719
-73% -$14.8K ﹤0.01% 2969
2025
Q2 		$17.9K Buy
988
+652
+194% +$10.2K ﹤0.01% 2383
2025
Q1 		$4.82K Buy
+336
New +$6.45K ﹤0.01% 2516
2024
Q4 		– Sell
-38
Closed -$1.13K – 3793
2024
Q3 		$1.13K Sell
38
-228
-86% -$7.6K ﹤0.01% 2701
2024
Q2 		$11.2K Buy
266
+57
+27% +$2.54K ﹤0.01% 1791
2024
Q1 		$10.6K Hold
209
– – ﹤0.01% 1659
2023
Q4 		$11.8K Hold
209
– – ﹤0.01% 1489
2023
Q3 		$9.64K Hold
209
– – ﹤0.01% 1432
2023
Q2 		$9.79K Hold
209
– – ﹤0.01% 1450
2023
Q1 		$9.4K Sell
209
-52
-20% -$2.54K ﹤0.01% 1395
2022
Q4 		$11.9K Sell
261
-2
-0.8% -$85 ﹤0.01% 1264
2022
Q3 		$9K Buy
263
+178
+209% +$6.33K ﹤0.01% 1161
2022
Q2 		$3K Sell
85
-132
-61% -$5.33K ﹤0.01% 1416
2022
Q1 		$10K Buy
+217
New +$9.49K ﹤0.01% 976

Other funds holding ODP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's ODP Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of ODP (ODP) in Q4 2025, closing a stake of 269 shares — an estimated $7.49K sold.

EverSource Wealth Advisors first reported a position in ODP in Q1 2022 and held it in 14 quarters. The position peaked at $17.9K in Q2 2025. 2 funds tracked by Wall St. Rank hold ODP as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining ODP position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 269 ODP shares in Q4 2025, an estimated $7.49K.
  • EverSource Wealth Advisors first reported a position in ODP in Q1 2022 and held it in 14 quarters.
  • EverSource Wealth Advisors's ODP position peaked at $17.9K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held ODP as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.