EWA
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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
Q2 		$51.5K Buy
1,040
+660
+174% +$28.3K ﹤0.01% 1765
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 – 2607
2023
Q1 		$725 Buy
+9
New +$704 ﹤0.01% 2169

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors increased its TriNet (TNET) stake by 174% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,040 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

EverSource Wealth Advisors first reported a position in TNET in Q1 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • EverSource Wealth Advisors held 1,040 shares of TriNet worth $51.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 660 TriNet shares in Q2 2026, an estimated $28.3K.
  • TriNet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1765 holding.
  • EverSource Wealth Advisors first reported a position in TriNet in Q1 2023 and has held it in 11 quarters since.
  • 279 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

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