EverSource Wealth Advisors’s TriNet TNET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8K	Buy	380 +145	+62%	+$6.92K	﹤0.01%	2740
2025 Q4	$13.9K	Buy	235 +153	+187%	+$9.09K	﹤0.01%	2620
2025 Q3	$5.49K	Buy	82 +2	+3%	+$136	﹤0.01%	3121
2025 Q2	$5.85K	Buy	80 +76	+1,900%	+$6.02K	﹤0.01%	3092
2025 Q1	$317	Sell	4 -2	-33%	-$166	﹤0.01%	3593
2024 Q4	$545	Buy	6 +3	+100%	+$277	﹤0.01%	3162
2024 Q3	$291	Sell	3 -6	-67%	-$597	﹤0.01%	2934
2024 Q2	$939	Buy	9 +4	+80%	+$445	﹤0.01%	2753
2024 Q1	$502	Buy	+5	New	+$607	﹤0.01%	2722
2023 Q2	–	Sell	-9	Closed	-$819	–	2618
2023 Q1	$725	Buy	+9	New	+$704	﹤0.01%	2169

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return