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 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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Quad (QUAD) stake by 2.6% in Q1 2026, buying an estimated $129 and bringing the position to 800 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

EverSource Wealth Advisors first reported a position in QUAD in Q1 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold QUAD as of Q1 2026.

EverSource Wealth Advisors held 800 shares of Quad worth $5.29K as of Q1 2026.
EverSource Wealth Advisors bought 20 Quad shares in Q1 2026, an estimated $129.
Quad made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3243 holding.
EverSource Wealth Advisors first reported a position in Quad in Q1 2025 and has held it in 5 quarters since.
150 funds tracked by Wall St. Rank held Quad as of Q1 2026.

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