EverSource Wealth Advisors
PXED icon

EverSource Wealth Advisors’s Phoenix Education Partners PXED Stock Holding History

EverSource Wealth Advisors’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68K Buy
51
+33
+183% +$986 ﹤0.01% 3790
2026
Q1 		$566 Buy
+18
New +$537 ﹤0.01% 4042

Other funds holding PXED

Apollo Management Holdings
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's PXED Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Phoenix Education Partners (PXED) stake by 183% in Q2 2026, buying an estimated $986 and bringing the position to 51 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

EverSource Wealth Advisors first reported a position in PXED in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold PXED as of Q2 2026.

  • EverSource Wealth Advisors held 51 shares of Phoenix Education Partners worth $1.68K as of Q2 2026.
  • EverSource Wealth Advisors bought 33 Phoenix Education Partners shares in Q2 2026, an estimated $986.
  • Phoenix Education Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3790 holding.
  • EverSource Wealth Advisors first reported a position in Phoenix Education Partners in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.