EverSource Wealth Advisors’s Transocean RIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.3K	Buy	6,536 +1,391	+27%	+$7.83K	﹤0.01%	2008
2025 Q4	$21.2K	Buy	5,145 +1,254	+32%	+$4.87K	﹤0.01%	2347
2025 Q3	$12.1K	Buy	3,891 +250	+7%	+$754	﹤0.01%	2706
2025 Q2	$9.43K	Buy	3,641 +176	+5%	+$454	﹤0.01%	2843
2025 Q1	$11K	Buy	3,465 +1,433	+71%	+$5.03K	﹤0.01%	2062
2024 Q4	$7.62K	Buy	2,032 +1,037	+104%	+$4.31K	﹤0.01%	2144
2024 Q3	$4.23K	Buy	995 +25	+3%	+$123	﹤0.01%	2289
2024 Q2	$5.62K	Buy	970 +120	+14%	+$694	﹤0.01%	2181
2024 Q1	$4.44K	Buy	850 +453	+114%	+$2.47K	﹤0.01%	2099
2023 Q4	$2.52K	Buy	397 +152	+62%	+$1.02K	﹤0.01%	2106
2023 Q3	$2.01K	Sell	245 -272	-53%	-$2.22K	﹤0.01%	2001
2023 Q2	$3.63K	Buy	517 +162	+46%	+$1K	﹤0.01%	1850
2023 Q1	$2.26K	Hold	355	–	–	﹤0.01%	1903
2022 Q4	$1.62K	Buy	355 +115	+48%	+$443	﹤0.01%	1976
2022 Q3	$1K	Hold	240	–	–	﹤0.01%	1873
2022 Q2	$1K	Hold	240	–	–	﹤0.01%	1661
2022 Q1	$1K	Hold	240	–	–	﹤0.01%	1661
2021 Q4	$1K	Buy	+240	New	+$815	﹤0.01%	1722

Other funds holding RIG

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Transocean (RIG) stake by 27% in Q1 2026, buying an estimated $7.83K and bringing the position to 6,536 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

EverSource Wealth Advisors first reported a position in RIG in Q4 2021 and has held it in 18 quarters since. 536 funds tracked by Wall St. Rank hold RIG as of Q1 2026.

EverSource Wealth Advisors held 6,536 shares of Transocean worth $43.3K as of Q1 2026.
EverSource Wealth Advisors bought 1,391 Transocean shares in Q1 2026, an estimated $7.83K.
Transocean made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2008 holding.
EverSource Wealth Advisors first reported a position in Transocean in Q4 2021 and has held it in 18 quarters since.
536 funds tracked by Wall St. Rank held Transocean as of Q1 2026.

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