EWA
AIRJ

EverSource Wealth Advisors’s Montana Technologies Corp AIRJ Stock Holding History

EverSource Wealth Advisors’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.8K Buy
1,227
+556
+83% +$2.15K ﹤0.01% 3127
2026
Q1 		$1.68K Buy
+671
New +$2.26K ﹤0.01% 3697
2025
Q4 		– Sell
-30
Closed -$141 – 4479
2025
Q3 		$141 Buy
30
+20
+200% +$94 ﹤0.01% 4150
2025
Q2 		$46 Buy
+10
New +$46 ﹤0.01% 4199

Other funds holding AIRJ

Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAM
Directional Asset Management Arlington Heights, Illinois $118M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Montana Technologies Corp (AIRJ) stake by 83% in Q2 2026, buying an estimated $2.15K and bringing the position to 1,227 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

EverSource Wealth Advisors first reported a position in AIRJ in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold AIRJ as of Q2 2026.

  • EverSource Wealth Advisors held 1,227 shares of Montana Technologies Corp worth $6.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 556 Montana Technologies Corp shares in Q2 2026, an estimated $2.15K.
  • Montana Technologies Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3127 holding.
  • EverSource Wealth Advisors first reported a position in Montana Technologies Corp in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q2 2026.

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