EWA
RZLV

EverSource Wealth Advisors’s Rezolve AI RZLV Stock Holding History

EverSource Wealth Advisors’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.9K Buy
14,428
+3,150
+28% +$8.88K ﹤0.01% 2109
2025
Q4 		$29K Buy
11,278
+8,497
+306% +$32.1K ﹤0.01% 2140
2025
Q3 		$13.8K Buy
+2,781
New +$11K ﹤0.01% 2621

Other funds holding RZLV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Rezolve AI (RZLV) stake by 28% in Q1 2026, buying an estimated $8.88K and bringing the position to 14,428 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

EverSource Wealth Advisors first reported a position in RZLV in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold RZLV as of Q1 2026.

  • EverSource Wealth Advisors held 14,428 shares of Rezolve AI worth $36.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 3,150 Rezolve AI shares in Q1 2026, an estimated $8.88K.
  • Rezolve AI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2109 holding.
  • EverSource Wealth Advisors first reported a position in Rezolve AI in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Rezolve AI as of Q1 2026.

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