Evermay Wealth Management’s ONE Gas OGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Hold	140	–	–	﹤0.01%	503
2026 Q1	$12.1K	Hold	140	–	–	﹤0.01%	443
2025 Q4	$10.8K	Hold	140	–	–	﹤0.01%	440
2025 Q3	$11.3K	Hold	140	–	–	﹤0.01%	432
2025 Q2	$10.1K	Hold	140	–	–	﹤0.01%	445
2025 Q1	$10.6K	Hold	140	–	–	﹤0.01%	440
2024 Q4	$9.7K	Hold	140	–	–	﹤0.01%	447
2024 Q3	$10.4K	Hold	140	–	–	﹤0.01%	458
2024 Q2	$8.94K	Hold	140	–	–	﹤0.01%	463
2024 Q1	$9.04K	Hold	140	–	–	﹤0.01%	479
2023 Q4	$8.92K	Hold	140	–	–	﹤0.01%	460
2023 Q3	$9.56K	Hold	140	–	–	﹤0.01%	436
2023 Q2	$10.8K	Hold	140	–	–	﹤0.01%	424
2023 Q1	$11.1K	Hold	140	–	–	﹤0.01%	408
2022 Q4	$10.6K	Hold	140	–	–	﹤0.01%	408
2022 Q3	$10K	Hold	140	–	–	﹤0.01%	398
2022 Q2	$11K	Hold	140	–	–	﹤0.01%	390
2022 Q1	$12K	Hold	140	–	–	﹤0.01%	406
2021 Q4	$11K	Hold	140	–	–	﹤0.01%	402
2021 Q3	$9K	Sell	140 -50	-26%	-$3.56K	﹤0.01%	392
2021 Q2	$14K	Buy	+190	New	+$14.6K	﹤0.01%	382

Other funds holding OGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evermay Wealth Management's OGS Position: Q2 2026 in Review

Evermay Wealth Management held its ONE Gas (OGS) position steady in Q2 2026 at 140 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Evermay Wealth Management first reported a position in OGS in Q2 2021 and has held it in 21 quarters since. The position peaked at $14K in Q2 2021. 431 funds tracked by Wall St. Rank hold OGS as of Q2 2026.

Evermay Wealth Management held 140 shares of ONE Gas worth $10.8K as of Q2 2026.
Evermay Wealth Management left its ONE Gas share count unchanged in Q2 2026.
ONE Gas made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #503 holding.
Evermay Wealth Management first reported a position in ONE Gas in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's ONE Gas position peaked at $14K in Q2 2021.
431 funds tracked by Wall St. Rank held ONE Gas as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.