EWA
XPEL icon

EverSource Wealth Advisors’s XPEL XPEL Stock Holding History

EverSource Wealth Advisors’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68K Buy
38
+19
+100% +$908 ﹤0.01% 3699
2025
Q4 		$948 Hold
19
– – ﹤0.01% 3720
2025
Q3 		$628 Hold
19
– – ﹤0.01% 3883
2025
Q2 		$682 Buy
+19
New +$627 ﹤0.01% 3824
2024
Q2 		– Sell
-15
Closed -$788 – 3159
2024
Q1 		$788 Hold
15
– – ﹤0.01% 2639
2023
Q4 		$808 Buy
+15
New +$806 ﹤0.01% 2439

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return