EWA
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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
Q2 		$10.2K Sell
194
-248
-56% -$11.2K ﹤0.01% 2903
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 – 2161
2022
Q2 		$78K Buy
+1,047
New +$86.8K 0.02% 453

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Ziff Davis (ZD) stake by 56% in Q2 2026, selling an estimated $11.2K and leaving 194 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

EverSource Wealth Advisors first reported a position in ZD in Q2 2022 and has held it in 16 quarters since. The position peaked at $78K in Q2 2022. 267 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • EverSource Wealth Advisors held 194 shares of Ziff Davis worth $10.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 248 Ziff Davis shares in Q2 2026, an estimated $11.2K.
  • Ziff Davis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2903 holding.
  • EverSource Wealth Advisors first reported a position in Ziff Davis in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Ziff Davis position peaked at $78K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

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