EverSource Wealth Advisors, LLC BZUN — BAOZUN INC SPONSORED ADR

Ownership history in EverSource Wealth Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported BAOZUN INC SPONSORED ADR (BZUN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows BZUN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BZUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in BAOZUN INC SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BZUN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BZUN stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held BZUN — position size vs. price
% of Fund (quarterly)    BZUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 41 -45 -52.3% 0.00% $116 2026-07-24 $2.46
2026 Q1 REDUCED 20.4% +19.2% ❌ 86 -22 -20.4% 0.00% $20K 2026-05-18 $2.50
2025 Q4 UNCHANGED — — — 108 — 0% 0.00% $287 2026-02-06 $2.68
2025 Q2 REDUCED 43.8% +61.6% ❌ 108 -84 -43.8% 0.00% $270 2025-08-13 $2.79
2025 Q1 ADDED — — — 192 +73 +61.3% 0.00% $524 2025-05-13 $3.49
2024 Q4 REDUCED 78.9% +0.4% ❌ 119 -444 -78.9% 0.00% $324 2025-02-10 $3.52
2024 Q3 ADDED — — — 563 +18 +3.3% 0.00% $2K 2024-11-08 $2.73
2024 Q2 ADDED — — — 545 +234 +75.2% 0.00% $1K 2024-08-13 $2.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BZUN

As of 2026 Q2 — sorted by position size

Polunin Capital Partners Ltd 3Y 7Y 0.04% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.0% PFG Investments, LLC 3Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Essential Investment Partners LLC 0.0% ADIRONDACK TRUST CO 3Y 7Y 0.0% Mosley Wealth Management 0.0% SBI Securities Co., Ltd. 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and BZUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning BZUN?

EverSource Wealth Advisors, LLC reported BZUN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BZUN position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BZUN was 0.00% in 2026 Q1.

What is the latest reported BZUN position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 41 shares, equal to 0.00% of portfolio, with an estimated market value of $116.

What does the chart on this BZUN ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly BZUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their BZUN position?

Based on 13F filing dates vs. subsequent BZUN price moves, EverSource Wealth Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on BZUN relative to SPY over the holding period was +985.2%.

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