EWA
WMG icon

EverSource Wealth Advisors’s Warner Music WMG Stock Holding History

EverSource Wealth Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.7K Buy
2,377
+1,419
+148% +$40.2K ﹤0.01% 1752
2025
Q4 		$29.4K Sell
958
-65
-6% -$1.99K ﹤0.01% 2128
2025
Q3 		$34.8K Buy
1,023
+144
+16% +$4.59K ﹤0.01% 1966
2025
Q2 		$23.9K Buy
879
+181
+26% +$5.05K ﹤0.01% 2161
2025
Q1 		$21.9K Buy
698
+292
+72% +$9.48K ﹤0.01% 1643
2024
Q4 		$12.6K Sell
406
-7
-2% -$224 ﹤0.01% 1880
2024
Q3 		$12.9K Buy
413
+15
+4% +$444 ﹤0.01% 1727
2024
Q2 		$11.9K Buy
398
+286
+255% +$9.18K ﹤0.01% 1751
2024
Q1 		$3.7K Buy
+112
New +$3.92K ﹤0.01% 2183
2023
Q4 		– Sell
-4
Closed -$118 – 2758
2023
Q3 		$118 Buy
+4
New +$125 ﹤0.01% 2454
2023
Q2 		– Sell
-16
Closed -$534 – 2630
2023
Q1 		$534 Buy
+16
New +$539 ﹤0.01% 2210

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return