EWA
ZUMZ icon

EverSource Wealth Advisors’s Zumiez ZUMZ Stock Holding History

EverSource Wealth Advisors’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.81K Sell
495
-124
-20% -$2.77K ﹤0.01% 2975
2026
Q1 		$13.7K Buy
619
+88
+17% +$2.15K ﹤0.01% 2744
2025
Q4 		$13.8K Buy
531
+128
+32% +$3.08K ﹤0.01% 2625
2025
Q3 		$7.9K Sell
403
-683
-63% -$11.3K ﹤0.01% 2948
2025
Q2 		$14.4K Buy
1,086
+1,050
+2,917% +$13.3K ﹤0.01% 2558
2025
Q1 		$536 Buy
36
+27
+300% +$416 ﹤0.01% 3435
2024
Q4 		$173 Buy
+9
New +$192 ﹤0.01% 3457
2023
Q1 		– Sell
-151
Closed -$3.28K – 2553
2022
Q4 		$3.28K Buy
151
+88
+140% +$1.95K ﹤0.01% 1750
2022
Q3 		$1K Buy
+63
New +$1.65K ﹤0.01% 1930
2022
Q2 		– Sell
-65
Closed -$2K – 1913
2022
Q1 		$2K Hold
65
– – ﹤0.01% 1601
2021
Q4 		$3K Buy
+65
New +$2.97K ﹤0.01% 1472

Other funds holding ZUMZ

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Zumiez (ZUMZ) stake by 20% in Q2 2026, selling an estimated $2.77K and leaving 495 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

EverSource Wealth Advisors first reported a position in ZUMZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $14.4K in Q2 2025. 18 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2026.

  • EverSource Wealth Advisors held 495 shares of Zumiez worth $8.81K as of Q2 2026.
  • EverSource Wealth Advisors sold 124 Zumiez shares in Q2 2026, an estimated $2.77K.
  • Zumiez made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2975 holding.
  • EverSource Wealth Advisors first reported a position in Zumiez in Q4 2021 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Zumiez position peaked at $14.4K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Zumiez as of Q2 2026.

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