EverSource Wealth Advisors’s Soho House & Co SHCO Stock Holding History

EverSource Wealth Advisors’s Portfolio SHCO Stock Details SHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-182	Closed	-$1.63K	–	4492
2025 Q4	$1.63K	Hold	182	–	–	﹤0.01%	3566
2025 Q3	$1.61K	Sell	182 -3	-2%	-$24	﹤0.01%	3581
2025 Q2	$1.36K	Buy	185 +164	+781%	+$1.02K	﹤0.01%	3641
2025 Q1	$130	Buy	+21	New	+$152	﹤0.01%	3780

Other funds holding SHCO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Soho House & Co (SHCO) in Q1 2026, closing a stake of 182 shares — an estimated $1.63K sold.

EverSource Wealth Advisors first reported a position in SHCO in Q1 2025 and held it in 4 quarters. The position peaked at $1.63K in Q4 2025. 1 fund tracked by Wall St. Rank holds SHCO as of Q1 2026.

EverSource Wealth Advisors reported no remaining Soho House & Co position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 182 Soho House & Co shares in Q1 2026, an estimated $1.63K.
EverSource Wealth Advisors first reported a position in Soho House & Co in Q1 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Soho House & Co position peaked at $1.63K in Q4 2025.
1 fund tracked by Wall St. Rank held Soho House & Co as of Q1 2026.

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