Position in VVV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,553
-$2,850 QoQ
Shares Held
444
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 447 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,725,446 across 17 Auto & Truck Dealerships names. VVV ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
|
536 | $155,697 | |
| 6 | CARG |
CarGurus, Inc.
|
3,722 | $126,880 | |
| 7 | ACVA |
ACV Auctions Inc.
|
5,720 | $41,124 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
206 | $36,860 |
All Filings in VVV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,553 | 444 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,403 | 606 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $20,541 | 707 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,543 | 962 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $55,212 | 1,458 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,697 | 767 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,381 | 287 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,572 | 181 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,344 | 170 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,576 | 170 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,277 | 34 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $525 | 14 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||