EWA
UFI icon

EverSource Wealth Advisors’s UNIFI UFI Stock Holding History

EverSource Wealth Advisors’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-211
Closed -$1K – 4457
2025
Q3 		$1K Buy
+211
New +$973 ﹤0.01% 3761
2025
Q2 		– Sell
-200
Closed -$962 – 4361
2025
Q1 		$962 Buy
+200
New +$1.12K ﹤0.01% 3239
2022
Q1 		– Sell
-57
Closed -$1K – 1853
2021
Q4 		$1K Buy
+57
New +$1.3K ﹤0.01% 1734

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EverSource Wealth Advisors's UFI Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of UNIFI (UFI) in Q4 2025, closing a stake of 211 shares — an estimated $1K sold.

EverSource Wealth Advisors first reported a position in UFI in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2025. 49 funds tracked by Wall St. Rank hold UFI as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining UNIFI position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 211 UNIFI shares in Q4 2025, an estimated $1K.
  • EverSource Wealth Advisors first reported a position in UNIFI in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's UNIFI position peaked at $1K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held UNIFI as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.