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EverSource Wealth Advisors’s Zegna ZGN Stock Holding History

EverSource Wealth Advisors’s Portfolio ZGN Stock Details ZGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.6K Sell
1,888
-900
-32% -$11.6K ﹤0.01% 2282
2026
Q1 		$29.1K Buy
2,788
+908
+48% +$9.38K ﹤0.01% 2258
2025
Q4 		$19.3K Sell
1,880
-187
-9% -$1.91K ﹤0.01% 2406
2025
Q3 		$19.5K Buy
2,067
+1,574
+319% +$13.7K ﹤0.01% 2373
2025
Q2 		$4.22K Sell
493
-469
-49% -$3.78K ﹤0.01% 3232
2025
Q1 		$7.12K Buy
962
+831
+634% +$6.86K ﹤0.01% 2311
2024
Q4 		$1.08K Sell
131
-125
-49% -$1.02K ﹤0.01% 2936
2024
Q3 		$2.52K Buy
256
+18
+8% +$186 ﹤0.01% 2466
2024
Q2 		$2.69K Buy
238
+29
+14% +$357 ﹤0.01% 2455
2024
Q1 		$2.57K Buy
+209
New +$2.7K ﹤0.01% 2307

Other funds holding ZGN

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Zegna (ZGN) stake by 32% in Q2 2026, selling an estimated $11.6K and leaving 1,888 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

EverSource Wealth Advisors first reported a position in ZGN in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.1K in Q1 2026. 35 funds tracked by Wall St. Rank hold ZGN as of Q2 2026.

  • EverSource Wealth Advisors held 1,888 shares of Zegna worth $24.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 900 Zegna shares in Q2 2026, an estimated $11.6K.
  • Zegna made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2282 holding.
  • EverSource Wealth Advisors first reported a position in Zegna in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Zegna position peaked at $29.1K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Zegna as of Q2 2026.

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