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EverSource Wealth Advisors’s TAL Education Group TAL Stock Holding History

EverSource Wealth Advisors’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6K Sell
1,423
-726
-34% -$7.63K ﹤0.01% 2710
2026
Q1 		$24.4K Buy
2,149
+1,189
+124% +$13.4K ﹤0.01% 2377
2025
Q4 		$10.5K Buy
960
+185
+24% +$2.1K ﹤0.01% 2768
2025
Q3 		$8.68K Buy
775
+107
+16% +$1.15K ﹤0.01% 2901
2025
Q2 		$6.83K Sell
668
-518
-44% -$5.35K ﹤0.01% 3023
2025
Q1 		$15.7K Sell
1,186
-3,687
-76% -$46K ﹤0.01% 1831
2024
Q4 		$48.8K Sell
4,873
-263
-5% -$2.76K ﹤0.01% 1198
2024
Q3 		$60.8K Buy
5,136
+619
+14% +$5.7K ﹤0.01% 984
2024
Q2 		$45.3K Buy
4,517
+2,186
+94% +$25.8K ﹤0.01% 1134
2024
Q1 		$28.1K Buy
2,331
+2,173
+1,375% +$27K ﹤0.01% 1212
2023
Q4 		$2K Hold
158
– – ﹤0.01% 2167
2023
Q3 		$1.44K Buy
158
+71
+82% +$498 ﹤0.01% 2102
2023
Q2 		$519 Buy
+87
New +$521 ﹤0.01% 2349
2023
Q1 		– Sell
-894
Closed -$6.3K – 2524
2022
Q4 		$6.3K Buy
894
+62
+7% +$344 ﹤0.01% 1513
2022
Q3 		$4K Hold
832
– – ﹤0.01% 1477
2022
Q2 		$4K Hold
832
– – ﹤0.01% 1347
2022
Q1 		$3K Buy
832
+198
+31% +$608 ﹤0.01% 1454
2021
Q4 		$2K Buy
+634
New +$2.87K ﹤0.01% 1627

Other funds holding TAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TPC
Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its TAL Education Group (TAL) stake by 34% in Q2 2026, selling an estimated $7.63K and leaving 1,423 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

EverSource Wealth Advisors first reported a position in TAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $60.8K in Q3 2024. 235 funds tracked by Wall St. Rank hold TAL as of Q2 2026.

  • EverSource Wealth Advisors held 1,423 shares of TAL Education Group worth $13.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 726 TAL Education Group shares in Q2 2026, an estimated $7.63K.
  • TAL Education Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2710 holding.
  • EverSource Wealth Advisors first reported a position in TAL Education Group in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's TAL Education Group position peaked at $60.8K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2026.

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