EWA
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EverSource Wealth Advisors’s Telos TLS Stock Holding History

EverSource Wealth Advisors’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.97K Buy
1,733
+458
+36% +$2.02K ﹤0.01% 3040
2026
Q1 		$5.34K Buy
1,275
+844
+196% +$3.99K ﹤0.01% 3236
2025
Q4 		$2.2K Sell
431
-211
-33% -$1.32K ﹤0.01% 3471
2025
Q3 		$4.39K Sell
642
-46
-7% -$220 ﹤0.01% 3215
2025
Q2 		$2.18K Buy
688
+606
+739% +$1.57K ﹤0.01% 3484
2025
Q1 		$195 Buy
82
+75
+1,071% +$230 ﹤0.01% 3708
2024
Q4 		$24 Buy
+7
New +$25 ﹤0.01% 3698

Other funds holding TLS

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Telos (TLS) stake by 36% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,733 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

EverSource Wealth Advisors first reported a position in TLS in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold TLS as of Q2 2026.

  • EverSource Wealth Advisors held 1,733 shares of Telos worth $7.97K as of Q2 2026.
  • EverSource Wealth Advisors bought 458 Telos shares in Q2 2026, an estimated $2.02K.
  • Telos made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3040 holding.
  • EverSource Wealth Advisors first reported a position in Telos in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held Telos as of Q2 2026.

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