EverSource Wealth Advisors’s Sunlands Technology STG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-202	Closed	-$709	–	4533
2026 Q1	$709	Sell	202 -290	-59%	-$1.39K	﹤0.01%	3970
2025 Q4	$2.91K	Sell	492 -416	-46%	-$2.68K	﹤0.01%	3348
2025 Q3	$7.26K	Sell	908 -28	-3%	-$256	﹤0.01%	2982
2025 Q2	$5.35K	Buy	+936	New	+$5.08K	﹤0.01%	3133

Other funds holding STG

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Sunlands Technology (STG) in Q2 2026, closing a stake of 202 shares — an estimated $709 sold.

EverSource Wealth Advisors first reported a position in STG in Q2 2025 and held it in 4 quarters. The position peaked at $7.26K in Q3 2025. 7 funds tracked by Wall St. Rank hold STG as of Q2 2026.

EverSource Wealth Advisors reported no remaining Sunlands Technology position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 202 Sunlands Technology shares in Q2 2026, an estimated $709.
EverSource Wealth Advisors first reported a position in Sunlands Technology in Q2 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Sunlands Technology position peaked at $7.26K in Q3 2025.
7 funds tracked by Wall St. Rank held Sunlands Technology as of Q2 2026.

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