EWA
SFIX

EverSource Wealth Advisors’s Stitch Fix SFIX Stock Holding History

EverSource Wealth Advisors’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6K Buy
5,312
+2,596
+96% +$10.6K ﹤0.01% 2583
2025
Q4 		$14.3K Buy
2,716
+1,944
+252% +$8.87K ﹤0.01% 2603
2025
Q3 		$3.36K Buy
772
+352
+84% +$1.74K ﹤0.01% 3319
2025
Q2 		$1.55K Buy
420
+28
+7% +$105 ﹤0.01% 3584
2025
Q1 		$1.27K Sell
392
-1
-0.3% -$5 ﹤0.01% 3140
2024
Q4 		$1.69K Buy
393
+353
+883% +$1.3K ﹤0.01% 2777
2024
Q3 		$113 Hold
40
– – ﹤0.01% 2977
2024
Q2 		$188 Buy
+40
New +$108 ﹤0.01% 2976
2023
Q2 		– Sell
-265
Closed -$1.35K – 2603
2023
Q1 		$1.35K Sell
265
-1,668
-86% -$7.81K ﹤0.01% 2045
2022
Q4 		$6.01K Buy
+1,933
New +$7.23K ﹤0.01% 1531

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return