EWA
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EverSource Wealth Advisors’s ReNew RNW Stock Holding History

EverSource Wealth Advisors’s Portfolio RNW Stock Details RNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7K Buy
+2,027
New +$11.4K ﹤0.01% 2757
2026
Q1 		– Sell
-758
Closed -$4.28K – 4486
2025
Q4 		$4.28K Sell
758
-180
-19% -$1.3K ﹤0.01% 3186
2025
Q3 		$7.22K Sell
938
-1,626
-63% -$12.4K ﹤0.01% 2983
2025
Q2 		$17.7K Buy
2,564
+2,471
+2,657% +$16.1K ﹤0.01% 2390
2025
Q1 		$548 Hold
93
– – ﹤0.01% 3426
2024
Q4 		$635 Buy
+93
New +$566 ﹤0.01% 3109
2024
Q3 		– Sell
-80
Closed -$466 – 3106
2024
Q2 		$466 Buy
+80
New +$480 ﹤0.01% 2908
2023
Q3 		– Sell
-86
Closed -$471 – 2634
2023
Q2 		$471 Hold
86
– – ﹤0.01% 2370
2023
Q1 		$483 Buy
+86
New +$459 ﹤0.01% 2232

Other funds holding RNW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in ReNew (RNW) in Q2 2026: 2,027 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #2757 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in RNW as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in RNW in Q1 2023 and has held it in 9 quarters since. The position peaked at $17.7K in Q2 2025. 37 funds tracked by Wall St. Rank hold RNW as of Q2 2026.

  • EverSource Wealth Advisors held 2,027 shares of ReNew worth $12.7K as of Q2 2026.
  • ReNew was a new EverSource Wealth Advisors position in Q2 2026.
  • ReNew made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2757 holding.
  • EverSource Wealth Advisors first reported a position in ReNew in Q1 2023 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's ReNew position peaked at $17.7K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held ReNew as of Q2 2026.

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