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 Q2	$28.6K	Sell	1,057 -1,320	-56%	-$39.3K	﹤0.01%	2180
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	–	2751
2023 Q3	$118	Buy	+4	New	+$125	﹤0.01%	2454
2023 Q2	–	Sell	-16	Closed	-$534	–	2617
2023 Q1	$534	Buy	+16	New	+$539	﹤0.01%	2210

Other funds holding WMG

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Warner Music (WMG) stake by 56% in Q2 2026, selling an estimated $39.3K and leaving 1,057 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

EverSource Wealth Advisors first reported a position in WMG in Q1 2023 and has held it in 12 quarters since. The position peaked at $60.7K in Q1 2026. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

EverSource Wealth Advisors held 1,057 shares of Warner Music worth $28.6K as of Q2 2026.
EverSource Wealth Advisors sold 1,320 Warner Music shares in Q2 2026, an estimated $39.3K.
Warner Music made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2180 holding.
EverSource Wealth Advisors first reported a position in Warner Music in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Warner Music position peaked at $60.7K in Q1 2026.
336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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