Evermay Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Evermay Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Sell	4,140 -202	-5%	-$15.8K	0.03%	156
2025 Q4	$346K	Hold	4,342	–	–	0.04%	150
2025 Q3	$332K	Hold	4,342	–	–	0.04%	156
2025 Q2	$307K	Hold	4,342	–	–	0.04%	164
2025 Q1	$277K	Sell	4,342 -40	-0.9%	-$2.67K	0.04%	164
2024 Q4	$290K	Hold	4,382	–	–	0.04%	165
2024 Q3	$287K	Hold	4,382	–	–	0.05%	160
2024 Q2	$273K	Hold	4,382	–	–	0.04%	169
2024 Q1	$266K	Hold	4,382	–	–	0.04%	175
2023 Q4	$240K	Hold	4,382	–	–	0.04%	168
2023 Q3	$214K	Sell	4,382 -100	-2%	-$5.11K	0.04%	164
2023 Q2	$229K	Sell	4,482 -250	-5%	-$12.1K	0.04%	164
2023 Q1	$226K	Hold	4,732	–	–	0.05%	161
2022 Q4	$213K	Hold	4,732	–	–	0.04%	163
2022 Q3	$200K	Hold	4,732	–	–	0.04%	162
2022 Q2	$211K	Hold	4,732	–	–	0.04%	153
2022 Q1	$255K	Hold	4,732	–	–	0.04%	164
2021 Q4	$263K	Hold	4,732	–	–	0.05%	148
2021 Q3	$237K	Sell	4,732 -150	-3%	-$7.67K	0.05%	145
2021 Q2	$242K	Hold	4,882	–	–	0.04%	158
2021 Q1	$223K	Hold	4,882	–	–	0.04%	163
2020 Q4	$206K	Buy	+4,882	New	+$195K	0.05%	167
2019 Q4	–	Sell	-6,392	Closed	-$227K	–	162
2019 Q3	$227K	Hold	6,392	–	–	0.06%	136
2019 Q2	$225K	Sell	6,392 -1,068	-14%	-$37.2K	0.06%	135
2019 Q1	$255K	Hold	7,460	–	–	0.07%	125
2018 Q4	$226K	Sell	7,460 -200	-3%	-$6.63K	0.07%	122
2018 Q3	$277K	Hold	7,660	–	–	0.09%	115
2018 Q2	$259K	Hold	7,660	–	–	0.09%	114
2018 Q1	$255K	Sell	7,660 -200	-3%	-$6.83K	0.09%	112
2017 Q4	$262K	Hold	7,860	–	–	0.1%	115
2017 Q3	$246K	Hold	7,860	–	–	0.11%	89
2017 Q2	$236K	Hold	7,860	–	–	0.1%	82
2017 Q1	$230K	Sell	7,860 -440	-5%	-$12.6K	0.1%	87
2016 Q4	$229K	Sell	8,300 -940	-10%	-$25.3K	0.11%	68
2016 Q3	$244K	Hold	9,240	–	–	0.12%	64
2016 Q2	$236K	Sell	9,240 -3,060	-25%	-$77.4K	0.12%	65
2016 Q1	$311K	Sell	12,300 -1,610	-12%	-$38.2K	0.17%	49
2015 Q4	$343K	Hold	13,910	–	–	0.2%	44
2015 Q3	$321K	Sell	13,910 -2,390	-15%	-$58.5K	0.19%	55
2015 Q2	$405K	Sell	16,300 -9,600	-37%	-$244K	0.24%	42
2015 Q1	$651K	Hold	25,900	–	–	0.38%	30
2014 Q4	$653K	Buy	25,900 +1,840	+8%	+$45.2K	0.42%	28
2014 Q3	$578K	Hold	24,060	–	–	0.5%	28
2014 Q2	$571K	Hold	24,060	–	–	0.49%	26
2014 Q1	$541K	Sell	24,060 -400	-2%	-$8.76K	0.58%	26
2013 Q4	$538K	Buy	+24,460	New	+$514K	0.75%	19

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evermay Wealth Management's CSM Position: Q1 2026 in Review

Evermay Wealth Management reduced its ProShares Large Cap Core Plus (CSM) stake by 4.7% in Q1 2026, selling an estimated $15.8K and leaving 4,140 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #156.

Evermay Wealth Management first reported a position in CSM in Q4 2013 and has held it in 46 quarters since. The position peaked at $653K in Q4 2014. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Evermay Wealth Management held 4,140 shares of ProShares Large Cap Core Plus worth $310K as of Q1 2026.
Evermay Wealth Management sold 202 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $15.8K.
ProShares Large Cap Core Plus made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #156 holding.
Evermay Wealth Management first reported a position in ProShares Large Cap Core Plus in Q4 2013 and has held it in 46 quarters since.
Evermay Wealth Management's ProShares Large Cap Core Plus position peaked at $653K in Q4 2014.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.