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EverSource Wealth Advisors’s SES AI SES Stock Holding History

EverSource Wealth Advisors’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19 Sell
20
-1,983
-99% -$2.16K ﹤0.01% 4376
2026
Q1 		$1.93K Sell
2,003
-1,010
-34% -$1.72K ﹤0.01% 3657
2025
Q4 		$5.42K Sell
3,013
-690
-19% -$1.55K ﹤0.01% 3094
2025
Q3 		$6.18K Sell
3,703
-2,732
-42% -$3.27K ﹤0.01% 3059
2025
Q2 		$5.72K Buy
6,435
+5,616
+686% +$4.71K ﹤0.01% 3102
2025
Q1 		$426 Buy
+819
New +$753 ﹤0.01% 3512

Other funds holding SES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its SES AI (SES) stake by 99% in Q2 2026, selling an estimated $2.16K and leaving 20 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #4376.

EverSource Wealth Advisors first reported a position in SES in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.18K in Q3 2025. 130 funds tracked by Wall St. Rank hold SES as of Q2 2026.

  • EverSource Wealth Advisors held 20 shares of SES AI worth $19 as of Q2 2026.
  • EverSource Wealth Advisors sold 1,983 SES AI shares in Q2 2026, an estimated $2.16K.
  • SES AI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4376 holding.
  • EverSource Wealth Advisors first reported a position in SES AI in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's SES AI position peaked at $6.18K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

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