EverSource Wealth Advisors
WEST icon

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
Q2 		$7.82K Buy
964
+259
+37% +$1.86K ﹤0.01% 3055
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

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

EverSource Wealth Advisors increased its Westrock Coffee (WEST) stake by 37% in Q2 2026, buying an estimated $1.86K and bringing the position to 964 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

EverSource Wealth Advisors first reported a position in WEST in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.6K in Q2 2025. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • EverSource Wealth Advisors held 964 shares of Westrock Coffee worth $7.82K as of Q2 2026.
  • EverSource Wealth Advisors bought 259 Westrock Coffee shares in Q2 2026, an estimated $1.86K.
  • Westrock Coffee made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3055 holding.
  • EverSource Wealth Advisors first reported a position in Westrock Coffee in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Westrock Coffee position peaked at $35.6K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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