EWA
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EverSource Wealth Advisors’s PLDT PHI Stock Holding History

EverSource Wealth Advisors’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Buy
7,390
+3,155
+74% +$71.3K ﹤0.01% 1189
2025
Q4 		$92.1K Buy
4,235
+1,530
+57% +$31.4K ﹤0.01% 1363
2025
Q3 		$50.6K Sell
2,705
-364
-12% -$7.81K ﹤0.01% 1703
2025
Q2 		$66.8K Buy
3,069
+1,866
+155% +$42.1K ﹤0.01% 1438
2025
Q1 		$26.3K Sell
1,203
-142
-11% -$3.28K ﹤0.01% 1548
2024
Q4 		$29.8K Sell
1,345
-394
-23% -$9.36K ﹤0.01% 1419
2024
Q3 		$46.7K Buy
1,739
+310
+22% +$8.25K ﹤0.01% 1100
2024
Q2 		$37.9K Buy
1,429
+33
+2% +$797 ﹤0.01% 1226
2024
Q1 		$33.2K Buy
1,396
+819
+142% +$19.1K ﹤0.01% 1148
2023
Q4 		$13.5K Buy
577
+454
+369% +$10.2K ﹤0.01% 1422
2023
Q3 		$2.54K Buy
123
+22
+22% +$482 ﹤0.01% 1945
2023
Q2 		$2.36K Buy
101
+13
+15% +$293 ﹤0.01% 1982
2023
Q1 		$2.22K Sell
88
-371
-81% -$9.22K ﹤0.01% 1906
2022
Q4 		$10.5K Sell
459
-1,655
-78% -$43.8K ﹤0.01% 1319
2022
Q3 		$54K Sell
2,114
-100
-5% -$2.94K 0.01% 617
2022
Q2 		$67K Buy
2,214
+1,920
+653% +$68.2K 0.02% 517
2022
Q1 		$11K Hold
294
– – ﹤0.01% 941
2021
Q4 		$11K Buy
+294
New +$9.9K ﹤0.01% 931

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return