EverSource Wealth Advisors’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52K	Sell	166 -712	-81%	-$6.15K	﹤0.01%	3827
2026 Q1	$6.65K	Sell	878 -34	-4%	-$280	﹤0.01%	3125
2025 Q4	$7.51K	Sell	912 -146	-14%	-$1.12K	﹤0.01%	2935
2025 Q3	$8.71K	Buy	1,058 +599	+131%	+$4.86K	﹤0.01%	2896
2025 Q2	$3.58K	Buy	459 +211	+85%	+$1.46K	﹤0.01%	3293
2025 Q1	$2.11K	Buy	248 +222	+854%	+$1.94K	﹤0.01%	2903
2024 Q4	$253	Sell	26 -47	-64%	-$548	﹤0.01%	3380
2024 Q3	$1.01K	Hold	73	–	–	﹤0.01%	2731
2024 Q2	$982	Hold	73	–	–	﹤0.01%	2746
2024 Q1	$868	Hold	73	–	–	﹤0.01%	2623
2023 Q4	$1.09K	Buy	+73	New	+$910	﹤0.01%	2371
2023 Q2	–	Sell	-306	Closed	-$5.32K	–	2602
2023 Q1	$5.32K	Buy	+306	New	+$5.95K	﹤0.01%	1627

Other funds holding STHO

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

RQS

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Star Holdings Shares of Beneficial Interest (STHO) stake by 81% in Q2 2026, selling an estimated $6.15K and leaving 166 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

EverSource Wealth Advisors first reported a position in STHO in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.71K in Q3 2025. 20 funds tracked by Wall St. Rank hold STHO as of Q2 2026.

EverSource Wealth Advisors held 166 shares of Star Holdings Shares of Beneficial Interest worth $1.52K as of Q2 2026.
EverSource Wealth Advisors sold 712 Star Holdings Shares of Beneficial Interest shares in Q2 2026, an estimated $6.15K.
Star Holdings Shares of Beneficial Interest made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3827 holding.
EverSource Wealth Advisors first reported a position in Star Holdings Shares of Beneficial Interest in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Star Holdings Shares of Beneficial Interest position peaked at $8.71K in Q3 2025.
20 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q2 2026.

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