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EverSource Wealth Advisors’s VTEX VTEX Stock Holding History

EverSource Wealth Advisors’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Buy
2,640
+570
+28% +$2.17K ﹤0.01% 2882
2026
Q1 		$8.28K Buy
2,070
+1,625
+365% +$5.67K ﹤0.01% 3017
2025
Q4 		$1.67K Buy
445
+398
+847% +$1.63K ﹤0.01% 3558
2025
Q3 		$206 Buy
+47
New +$238 ﹤0.01% 4109

Other funds holding VTEX

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

EverSource Wealth Advisors increased its VTEX (VTEX) stake by 28% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,640 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

EverSource Wealth Advisors first reported a position in VTEX in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold VTEX as of Q2 2026.

  • EverSource Wealth Advisors held 2,640 shares of VTEX worth $10.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 570 VTEX shares in Q2 2026, an estimated $2.17K.
  • VTEX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2882 holding.
  • EverSource Wealth Advisors first reported a position in VTEX in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held VTEX as of Q2 2026.

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