EverSource Wealth Advisors’s Wingstop WING Stock Holding History

EverSource Wealth Advisors’s Portfolio WING Stock Details WING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Buy	66 +27	+69%	+$6.49K	﹤0.01%	2905
2025 Q4	$9.3K	Sell	39 -162	-81%	-$40.1K	﹤0.01%	2837
2025 Q3	$50.6K	Sell	201 -302	-60%	-$93.8K	﹤0.01%	1701
2025 Q2	$169K	Buy	503 +423	+529%	+$125K	0.01%	939
2025 Q1	$18K	Sell	80 -7	-8%	-$1.82K	﹤0.01%	1744
2024 Q4	$24.7K	Buy	87 +73	+521%	+$24.8K	﹤0.01%	1511
2024 Q3	$5.82K	Hold	14	–	–	﹤0.01%	2167
2024 Q2	$5.23K	Buy	14 +2	+17%	+$769	﹤0.01%	2209
2024 Q1	$4.62K	Buy	12 +6	+100%	+$1.87K	﹤0.01%	2086
2023 Q4	$1.54K	Buy	6 +3	+100%	+$648	﹤0.01%	2258
2023 Q3	$540	Sell	3 -3	-50%	-$518	﹤0.01%	2354
2023 Q2	$1.2K	Buy	+6	New	+$1.17K	﹤0.01%	2160
2022 Q2	–	Sell	-64	Closed	-$8K	–	1901
2022 Q1	$8K	Hold	64	–	–	﹤0.01%	1107
2021 Q4	$11K	Buy	+64	New	+$10.7K	﹤0.01%	943

Other funds holding WING

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Wingstop (WING) stake by 69% in Q1 2026, buying an estimated $6.49K and bringing the position to 66 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

EverSource Wealth Advisors first reported a position in WING in Q4 2021 and has held it in 14 quarters since. The position peaked at $169K in Q2 2025. 399 funds tracked by Wall St. Rank hold WING as of Q1 2026.

EverSource Wealth Advisors held 66 shares of Wingstop worth $10.2K as of Q1 2026.
EverSource Wealth Advisors bought 27 Wingstop shares in Q1 2026, an estimated $6.49K.
Wingstop made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2905 holding.
EverSource Wealth Advisors first reported a position in Wingstop in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's Wingstop position peaked at $169K in Q2 2025.
399 funds tracked by Wall St. Rank held Wingstop as of Q1 2026.

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