EverSource Wealth Advisors’s Udemy UDMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,328	Closed	-$10.8K	–	4547
2026 Q1	$10.8K	Buy	2,328 +2,024	+666%	+$9.98K	﹤0.01%	2876
2025 Q4	$1.78K	Sell	304 -1,071	-78%	-$6.25K	﹤0.01%	3540
2025 Q3	$9.64K	Sell	1,375 -20	-1%	-$140	﹤0.01%	2840
2025 Q2	$9.81K	Buy	1,395 +1,202	+623%	+$8.29K	﹤0.01%	2820
2025 Q1	$1.5K	Buy	193 +149	+339%	+$1.27K	﹤0.01%	3067
2024 Q4	$362	Buy	+44	New	+$355	﹤0.01%	3295

Other funds holding UDMY

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

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

EverSource Wealth Advisors sold out of Udemy (UDMY) in Q2 2026, closing a stake of 2,328 shares — an estimated $10.8K sold.

EverSource Wealth Advisors first reported a position in UDMY in Q4 2024 and held it in 6 quarters. The position peaked at $10.8K in Q1 2026. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

EverSource Wealth Advisors reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 2,328 Udemy shares in Q2 2026, an estimated $10.8K.
EverSource Wealth Advisors first reported a position in Udemy in Q4 2024 and held it in 6 quarters.
EverSource Wealth Advisors's Udemy position peaked at $10.8K in Q1 2026.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

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