EWA
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EverSource Wealth Advisors’s Xperi XPER Stock Holding History

EverSource Wealth Advisors’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35K Sell
529
-24
-4% -$174 ﹤0.01% 3354
2026
Q1 		$3.1K Buy
553
+275
+99% +$1.59K ﹤0.01% 3484
2025
Q4 		$1.63K Sell
278
-141
-34% -$884 ﹤0.01% 3569
2025
Q3 		$2.71K Buy
419
+294
+235% +$1.94K ﹤0.01% 3409
2025
Q2 		$989 Buy
+125
New +$942 ﹤0.01% 3741
2025
Q1 		– Sell
-22
Closed -$226 – 4181
2024
Q4 		$226 Buy
+22
New +$206 ﹤0.01% 3415
2024
Q2 		– Sell
-642
Closed -$6.75K – 3157
2024
Q1 		$6.75K Hold
642
– – ﹤0.01% 1893
2023
Q4 		$7.08K Hold
642
– – ﹤0.01% 1713
2023
Q3 		$6.33K Hold
642
– – ﹤0.01% 1601
2023
Q2 		$8.44K Sell
642
-276
-30% -$2.99K ﹤0.01% 1512
2023
Q1 		$10K Buy
+918
New +$9.57K ﹤0.01% 1353

Other funds holding XPER

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Xperi (XPER) stake by 4.3% in Q2 2026, selling an estimated $174 and leaving 529 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

EverSource Wealth Advisors first reported a position in XPER in Q1 2023 and has held it in 11 quarters since. The position peaked at $10K in Q1 2023. 38 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • EverSource Wealth Advisors held 529 shares of Xperi worth $4.35K as of Q2 2026.
  • EverSource Wealth Advisors sold 24 Xperi shares in Q2 2026, an estimated $174.
  • Xperi made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3354 holding.
  • EverSource Wealth Advisors first reported a position in Xperi in Q1 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Xperi position peaked at $10K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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