EverSource Wealth Advisors’s Ziff Davis ZD Stock Holding History

EverSource Wealth Advisors’s Portfolio ZD Stock Details ZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.5K	Sell	442 -17	-4%	-$625	﹤0.01%	2545
2025 Q4	$16.1K	Sell	459 -4	-0.9%	-$139	﹤0.01%	2527
2025 Q3	$17.6K	Sell	463 -341	-42%	-$11.9K	﹤0.01%	2453
2025 Q2	$24.3K	Buy	804 +302	+60%	+$9.7K	﹤0.01%	2147
2025 Q1	$18.9K	Buy	502 +322	+179%	+$15.4K	﹤0.01%	1721
2024 Q4	$9.78K	Sell	180 -174	-49%	-$9.13K	﹤0.01%	2004
2024 Q3	$17.2K	Buy	354 +340	+2,429%	+$16.2K	﹤0.01%	1572
2024 Q2	$670	Sell	14 -374	-96%	-$20.6K	﹤0.01%	2820
2024 Q1	$19.4K	Sell	388 -125	-24%	-$8.3K	﹤0.01%	1376
2023 Q4	$34.5K	Buy	513 +402	+362%	+$25.5K	﹤0.01%	1040
2023 Q3	$7.07K	Buy	111 +102	+1,133%	+$7K	﹤0.01%	1547
2023 Q2	$631	Sell	9 -514	-98%	-$35.2K	﹤0.01%	2308
2023 Q1	$40.8K	Sell	523 -9	-2%	-$738	0.01%	860
2022 Q4	$42.1K	Buy	+532	New	+$42.8K	0.01%	823
2022 Q3	–	Sell	-1,047	Closed	-$78K	–	2163
2022 Q2	$78K	Buy	+1,047	New	+$86.8K	0.02%	453

Other funds holding ZD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return