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EverSource Wealth Advisors’s Warby Parker WRBY Stock Holding History

EverSource Wealth Advisors’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.1K Sell
1,158
-152
-12% -$3.76K ﹤0.01% 2012
2026
Q1 		$27.6K Buy
1,310
+673
+106% +$16.7K ﹤0.01% 2294
2025
Q4 		$13.9K Buy
637
+124
+24% +$2.7K ﹤0.01% 2622
2025
Q3 		$14.1K Buy
513
+10
+2% +$253 ﹤0.01% 2610
2025
Q2 		$11K Buy
503
+442
+725% +$8.17K ﹤0.01% 2743
2025
Q1 		$1.11K Buy
61
+48
+369% +$1.15K ﹤0.01% 3191
2024
Q4 		$315 Buy
13
+12
+1,200% +$245 ﹤0.01% 3331
2024
Q3 		$16 Hold
1
– – ﹤0.01% 3026
2024
Q2 		$16 Buy
+1
New +$15 ﹤0.01% 3048

Other funds holding WRBY

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Warby Parker (WRBY) stake by 12% in Q2 2026, selling an estimated $3.76K and leaving 1,158 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

EverSource Wealth Advisors first reported a position in WRBY in Q2 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • EverSource Wealth Advisors held 1,158 shares of Warby Parker worth $35.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 152 Warby Parker shares in Q2 2026, an estimated $3.76K.
  • Warby Parker made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2012 holding.
  • EverSource Wealth Advisors first reported a position in Warby Parker in Q2 2024 and has held it in 9 quarters since.
  • 98 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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