EWA
STEM icon

EverSource Wealth Advisors’s Stem STEM Stock Holding History

EverSource Wealth Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$175 – 4437
2025
Q3 		$175 Sell
10
-85
-89% -$1.2K ﹤0.01% 4129
2025
Q2 		$592 Sell
95
-19
-17% -$170 ﹤0.01% 3862
2025
Q1 		$799 Buy
114
+69
+153% +$799 ﹤0.01% 3310
2024
Q4 		$537 Buy
+45
New +$387 ﹤0.01% 3173
2024
Q3 		– Sell
-4
Closed -$109 – 3124
2024
Q2 		$109 Buy
+4
New +$117 ﹤0.01% 2993

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EverSource Wealth Advisors's STEM Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Stem (STEM) in Q4 2025, closing a stake of 10 shares — an estimated $175 sold.

EverSource Wealth Advisors first reported a position in STEM in Q2 2024 and held it in 5 quarters. The position peaked at $799 in Q1 2025. 86 funds tracked by Wall St. Rank hold STEM as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Stem position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Stem shares in Q4 2025, an estimated $175.
  • EverSource Wealth Advisors first reported a position in Stem in Q2 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's Stem position peaked at $799 in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Stem as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.