EWA
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EverSource Wealth Advisors’s Westrock Coffee WEST Stock Holding History

EverSource Wealth Advisors’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3K Sell
705
-672
-49% -$3K ﹤0.01% 3494
2025
Q4 		$5.61K Sell
1,377
-3,625
-72% -$15.9K ﹤0.01% 3084
2025
Q3 		$24.3K Sell
5,002
-1,212
-20% -$7.29K ﹤0.01% 2223
2025
Q2 		$35.6K Buy
6,214
+4,136
+199% +$26.7K ﹤0.01% 1856
2025
Q1 		$15K Buy
2,078
+665
+47% +$4.36K ﹤0.01% 1862
2024
Q4 		$9.07K Sell
1,413
-2,641
-65% -$18.1K ﹤0.01% 2048
2024
Q3 		$26.4K Buy
4,054
+534
+15% +$4.7K ﹤0.01% 1348
2024
Q2 		$34.8K Buy
3,520
+1,444
+70% +$14.8K ﹤0.01% 1262
2024
Q1 		$21.1K Buy
2,076
+1,970
+1,858% +$19.9K ﹤0.01% 1336
2023
Q4 		$1.08K Buy
+106
New +$948 ﹤0.01% 2379

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's WEST Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Westrock Coffee (WEST) stake by 49% in Q1 2026, selling an estimated $3K and leaving 705 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

EverSource Wealth Advisors first reported a position in WEST in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.6K in Q2 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • EverSource Wealth Advisors held 705 shares of Westrock Coffee worth $3K as of Q1 2026.
  • EverSource Wealth Advisors sold 672 Westrock Coffee shares in Q1 2026, an estimated $3K.
  • Westrock Coffee made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3494 holding.
  • EverSource Wealth Advisors first reported a position in Westrock Coffee in Q4 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Westrock Coffee position peaked at $35.6K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.