EWA
SAFE

EverSource Wealth Advisors’s Safehold SAFE Stock Holding History

EverSource Wealth Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.29K Sell
317
-3
-0.9% -$44 ﹤0.01% 3339
2025
Q4 		$4.38K Sell
320
-125
-28% -$1.78K ﹤0.01% 3172
2025
Q3 		$6.89K Buy
445
+138
+45% +$2.13K ﹤0.01% 3003
2025
Q2 		$4.78K Sell
307
-39
-11% -$606 ﹤0.01% 3178
2025
Q1 		$6.48K Buy
346
+73
+27% +$1.28K ﹤0.01% 2364
2024
Q4 		$5.04K Sell
273
-134
-33% -$2.91K ﹤0.01% 2340
2024
Q3 		$10.7K Hold
407
– – ﹤0.01% 1825
2024
Q2 		$9.42K Hold
407
– – ﹤0.01% 1891
2024
Q1 		$7.42K Sell
407
-165
-29% -$3.43K ﹤0.01% 1845
2023
Q4 		$13.4K Buy
572
+86
+18% +$1.62K ﹤0.01% 1429
2023
Q3 		$8.65K Buy
+486
New +$10.5K ﹤0.01% 1481
2023
Q2 		– Sell
-230
Closed -$6.75K – 2598
2023
Q1 		$6.75K Sell
230
-298
-56% -$15K ﹤0.01% 1536
2022
Q4 		$25.2K Buy
528
+500
+1,786% +$24.1K ﹤0.01% 991
2022
Q3 		$1K Buy
28
+3
+12% +$208 ﹤0.01% 1882
2022
Q2 		$2K Sell
25
-79
-76% -$6.65K ﹤0.01% 1556
2022
Q1 		$12K Sell
104
-23
-18% -$2.69K ﹤0.01% 916
2021
Q4 		$16K Buy
+127
New +$15.5K ﹤0.01% 781

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return