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Everhart Financial Group’s Lattice Semiconductor LSCC Stock Holding History

Everhart Financial Group’s Portfolio LSCC Stock Details LSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$222K Sell
1,764
-10
-0.6% -$1.24K 0.01% 443
2026
Q2 		$271K Buy
+1,774
New +$229K 0.02% 400

Other funds holding LSCC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Everhart Financial Group's LSCC Position: Q3 2026 in Review

Everhart Financial Group reduced its Lattice Semiconductor (LSCC) stake by 0.56% in Q3 2026, selling an estimated $1.24K and leaving 1,764 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #443.

Everhart Financial Group first reported a position in LSCC in Q2 2026 and has held it in 2 quarters since. The position peaked at $271K in Q2 2026. 18 funds tracked by Wall St. Rank hold LSCC as of Q3 2026.

  • Everhart Financial Group held 1,764 shares of Lattice Semiconductor worth $222K as of Q3 2026.
  • Everhart Financial Group sold 10 Lattice Semiconductor shares in Q3 2026, an estimated $1.24K.
  • Lattice Semiconductor made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #443 holding.
  • Everhart Financial Group first reported a position in Lattice Semiconductor in Q2 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Lattice Semiconductor position peaked at $271K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Lattice Semiconductor as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.