EverSource Wealth Advisors’s SiTime SITM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.8K	Sell	98 -5	-5%	-$1.84K	﹤0.01%	2174
2025 Q4	$36.4K	Buy	103 +6	+6%	+$1.88K	﹤0.01%	1971
2025 Q3	$29.2K	Buy	97 +23	+31%	+$5.33K	﹤0.01%	2080
2025 Q2	$15.8K	Sell	74 -6	-8%	-$1.08K	﹤0.01%	2478
2025 Q1	$12.2K	Buy	80 +41	+105%	+$7.87K	﹤0.01%	1991
2024 Q4	$8.37K	Buy	39 +6	+18%	+$1.22K	﹤0.01%	2092
2024 Q3	$5.66K	Buy	33 +22	+200%	+$3.15K	﹤0.01%	2179
2024 Q2	$1.56K	Buy	11 +9	+450%	+$960	﹤0.01%	2626
2024 Q1	$178	Buy	+2	New	+$210	﹤0.01%	2804

Other funds holding SITM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return