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EverSource Wealth Advisors’s Arteris AIP Stock Holding History

EverSource Wealth Advisors’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
2,513
+1,320
+111% +$42.2K ﹤0.01% 1281
2026
Q1 		$19.6K Buy
1,193
+159
+15% +$2.52K ﹤0.01% 2517
2025
Q4 		$16K Buy
1,034
+400
+63% +$5.8K ﹤0.01% 2536
2025
Q3 		$6.4K Buy
634
+4
+0.6% +$38 ﹤0.01% 3038
2025
Q2 		$6K Buy
630
+556
+751% +$4.1K ﹤0.01% 3075
2025
Q1 		$511 Buy
74
+61
+469% +$583 ﹤0.01% 3453
2024
Q4 		$132 Buy
+13
New +$107 ﹤0.01% 3507

Other funds holding AIP

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's AIP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Arteris (AIP) stake by 111% in Q2 2026, buying an estimated $42.2K and bringing the position to 2,513 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

EverSource Wealth Advisors first reported a position in AIP in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • EverSource Wealth Advisors held 2,513 shares of Arteris worth $122K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,320 Arteris shares in Q2 2026, an estimated $42.2K.
  • Arteris made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1281 holding.
  • EverSource Wealth Advisors first reported a position in Arteris in Q4 2024 and has held it in 7 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.