EverSource Wealth Advisors’s Ryder R Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$146K	Buy	713 +374	+110%	+$75.6K	﹤0.01%	1224
2025 Q4	$64.9K	Sell	339 -7	-2%	-$1.26K	﹤0.01%	1573
2025 Q3	$65.3K	Sell	346 -41	-11%	-$7.39K	﹤0.01%	1516
2025 Q2	$61.5K	Buy	387 +294	+316%	+$43.2K	﹤0.01%	1496
2025 Q1	$13.4K	Sell	93 -15	-14%	-$2.34K	﹤0.01%	1938
2024 Q4	$16.9K	Buy	108 +15	+16%	+$2.34K	﹤0.01%	1720
2024 Q3	$13.6K	Hold	93	–	–	﹤0.01%	1701
2024 Q2	$13K	Buy	93 +4	+4%	+$483	﹤0.01%	1720
2024 Q1	$10.8K	Hold	89	–	–	﹤0.01%	1648
2023 Q4	$10.2K	Sell	89 -11	-11%	-$1.16K	﹤0.01%	1547
2023 Q3	$10.7K	Buy	100 +15	+18%	+$1.46K	﹤0.01%	1399
2023 Q2	$7.21K	Buy	85 +18	+27%	+$1.48K	﹤0.01%	1585
2023 Q1	$5.98K	Sell	67 -155	-70%	-$14.3K	﹤0.01%	1578
2022 Q4	$18.6K	Sell	222 -2	-0.9%	-$168	﹤0.01%	1088
2022 Q3	$17K	Buy	+224	New	+$17K	﹤0.01%	968

Other funds holding R

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return