EverSource Wealth Advisors
VSEC icon

EverSource Wealth Advisors’s VSE Corp VSEC Stock Holding History

EverSource Wealth Advisors’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.1K Sell
276
-240
-47% -$46.1K ﹤0.01% 1626
2026
Q1 		$95.2K Buy
516
+258
+100% +$52.5K ﹤0.01% 1459
2025
Q4 		$44.6K Buy
258
+153
+146% +$26.2K ﹤0.01% 1818
2025
Q3 		$17.5K Sell
105
-7
-6% -$1.07K ﹤0.01% 2465
2025
Q2 		$14.7K Buy
112
+105
+1,500% +$13.1K ﹤0.01% 2541
2025
Q1 		$840 Buy
+7
New +$751 ﹤0.01% 3290

Other funds holding VSEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 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 VSEC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its VSE Corp (VSEC) stake by 47% in Q2 2026, selling an estimated $46.1K and leaving 276 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

EverSource Wealth Advisors first reported a position in VSEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $95.2K in Q1 2026. 384 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

  • EverSource Wealth Advisors held 276 shares of VSE Corp worth $63.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 240 VSE Corp shares in Q2 2026, an estimated $46.1K.
  • VSE Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1626 holding.
  • EverSource Wealth Advisors first reported a position in VSE Corp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's VSE Corp position peaked at $95.2K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

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