EverSource Wealth Advisors’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9K	Sell	198 -56	-22%	-$4.59K	﹤0.01%	2684
2025 Q4	$22.3K	Sell	254 -32	-11%	-$2.64K	﹤0.01%	2319
2025 Q3	$20.3K	Sell	286 -43	-13%	-$3.03K	﹤0.01%	2341
2025 Q2	$23.7K	Buy	329 +197	+149%	+$13K	﹤0.01%	2170
2025 Q1	$8.06K	Sell	132 -14	-10%	-$990	﹤0.01%	2234
2024 Q4	$10.8K	Sell	146 -124	-46%	-$10.8K	﹤0.01%	1951
2024 Q3	$26.6K	Hold	270	–	–	﹤0.01%	1347
2024 Q2	$24.8K	Hold	270	–	–	﹤0.01%	1399
2024 Q1	$20.8K	Hold	270	–	–	﹤0.01%	1342
2023 Q4	$21.6K	Hold	270	–	–	﹤0.01%	1204
2023 Q3	$17.1K	Hold	270	–	–	﹤0.01%	1181
2023 Q2	$15.2K	Hold	270	–	–	﹤0.01%	1258
2023 Q1	$13.2K	Hold	270	–	–	﹤0.01%	1251
2022 Q4	$12K	Hold	270	–	–	﹤0.01%	1261
2022 Q3	$11K	Sell	270 -64	-19%	-$3.13K	﹤0.01%	1108
2022 Q2	$17K	Hold	334	–	–	﹤0.01%	876
2022 Q1	$19K	Buy	334 +64	+24%	+$3.18K	﹤0.01%	725
2021 Q4	$14K	Buy	+270	New	+$14.9K	﹤0.01%	829

Other funds holding PLUS

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

EverSource Wealth Advisors's PLUS Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its ePlus (PLUS) stake by 22% in Q1 2026, selling an estimated $4.59K and leaving 198 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

EverSource Wealth Advisors first reported a position in PLUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.6K in Q3 2024. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

EverSource Wealth Advisors held 198 shares of ePlus worth $14.9K as of Q1 2026.
EverSource Wealth Advisors sold 56 ePlus shares in Q1 2026, an estimated $4.59K.
ePlus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2684 holding.
EverSource Wealth Advisors first reported a position in ePlus in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's ePlus position peaked at $26.6K in Q3 2024.
281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.