EWA
RMAX

EverSource Wealth Advisors’s RE/MAX Holdings RMAX Stock Holding History

EverSource Wealth Advisors’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.85K Sell
390
-1,294
-77% -$11.3K ﹤0.01% 3418
2026
Q1 		$9.7K Buy
1,684
+97
+6% +$671 ﹤0.01% 2936
2025
Q4 		$12K Buy
1,587
+1,016
+178% +$8.24K ﹤0.01% 2708
2025
Q3 		$5.38K Buy
571
+290
+103% +$2.56K ﹤0.01% 3127
2025
Q2 		$2.3K Buy
281
+64
+29% +$497 ﹤0.01% 3461
2025
Q1 		$1.82K Sell
217
-7
-3% -$67 ﹤0.01% 2970
2024
Q4 		$2.39K Buy
224
+7
+3% +$84 ﹤0.01% 2647
2024
Q3 		$2.7K Hold
217
– – ﹤0.01% 2436
2024
Q2 		$2.1K Hold
217
– – ﹤0.01% 2537
2024
Q1 		$1.52K Buy
217
+61
+39% +$588 ﹤0.01% 2460
2023
Q4 		$2.08K Buy
156
+56
+56% +$614 ﹤0.01% 2151
2023
Q3 		$1.29K Sell
100
-364
-78% -$6.32K ﹤0.01% 2129
2023
Q2 		$8.94K Sell
464
-41
-8% -$767 ﹤0.01% 1488
2023
Q1 		$9.47K Buy
+505
New +$10.1K ﹤0.01% 1388
2022
Q4 		– Sell
-38
Closed -$1K – 2408
2022
Q3 		$1K Sell
38
-568
-94% -$13.5K ﹤0.01% 1876
2022
Q2 		$15K Buy
+606
New +$14.7K ﹤0.01% 915

Other funds holding RMAX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its RE/MAX Holdings (RMAX) stake by 77% in Q2 2026, selling an estimated $11.3K and leaving 390 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

EverSource Wealth Advisors first reported a position in RMAX in Q2 2022 and has held it in 16 quarters since. The position peaked at $15K in Q2 2022. 124 funds tracked by Wall St. Rank hold RMAX as of Q2 2026.

  • EverSource Wealth Advisors held 390 shares of RE/MAX Holdings worth $3.85K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,294 RE/MAX Holdings shares in Q2 2026, an estimated $11.3K.
  • RE/MAX Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3418 holding.
  • EverSource Wealth Advisors first reported a position in RE/MAX Holdings in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's RE/MAX Holdings position peaked at $15K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2026.

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