EverSource Wealth Advisors
QUAD icon

EverSource Wealth Advisors’s Quad QUAD Stock Holding History

EverSource Wealth Advisors’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.63K Sell
787
-13
-2% -$98 ﹤0.01% 3141
2026
Q1 		$5.29K Buy
800
+20
+3% +$129 ﹤0.01% 3243
2025
Q4 		$4.89K Sell
780
-19
-2% -$112 ﹤0.01% 3131
2025
Q3 		$5K Sell
799
-22
-3% -$136 ﹤0.01% 3149
2025
Q2 		$4.64K Buy
821
+722
+729% +$3.91K ﹤0.01% 3191
2025
Q1 		$540 Buy
+99
New +$629 ﹤0.01% 3431

Other funds holding QUAD

Miller Value Partners
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Quad (QUAD) stake by 1.6% in Q2 2026, selling an estimated $98 and leaving 787 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

EverSource Wealth Advisors first reported a position in QUAD in Q1 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • EverSource Wealth Advisors held 787 shares of Quad worth $6.63K as of Q2 2026.
  • EverSource Wealth Advisors sold 13 Quad shares in Q2 2026, an estimated $98.
  • Quad made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3141 holding.
  • EverSource Wealth Advisors first reported a position in Quad in Q1 2025 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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