EverSource Wealth Advisors’s SolarWinds Corporation Common Stock SWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-49	Closed	-$903	–	4412
2025 Q1	$903	Sell	49 -7	-13%	-$117	﹤0.01%	3270
2024 Q4	$798	Buy	+56	New	+$755	﹤0.01%	3042
2022 Q3	–	Sell	-450	Closed	-$5K	–	2212
2022 Q2	$5K	Buy	+450	New	+$5.34K	﹤0.01%	1300

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EverSource Wealth Advisors's SWI Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 49 shares — an estimated $903 sold.

EverSource Wealth Advisors first reported a position in SWI in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

EverSource Wealth Advisors reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 49 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $903.
EverSource Wealth Advisors first reported a position in SolarWinds Corporation Common Stock in Q2 2022 and held it in 3 quarters.
EverSource Wealth Advisors's SolarWinds Corporation Common Stock position peaked at $5K in Q2 2022.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.