EWA
PHLT

EverSource Wealth Advisors’s Performant Healthcare Inc PHLT Stock Holding History

EverSource Wealth Advisors’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-507
Closed -$3.92K – 4495
2025
Q3 		$3.92K Buy
507
+2
+0.4% +$13 ﹤0.01% 3259
2025
Q2 		$2.02K Buy
+505
New +$1.43K ﹤0.01% 3506

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 507 shares — an estimated $3.92K sold.

EverSource Wealth Advisors first reported a position in PHLT in Q2 2025 and held it in 2 quarters. The position peaked at $3.92K in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 507 Performant Healthcare Inc shares in Q4 2025, an estimated $3.92K.
  • EverSource Wealth Advisors first reported a position in Performant Healthcare Inc in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Performant Healthcare Inc position peaked at $3.92K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

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