EverSource Wealth Advisors’s Alamo Group ALG Stock Holding History

EverSource Wealth Advisors’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96K	Sell	18 -44	-71%	-$7.12K	﹤0.01%	3543
2026 Q1	$10.2K	Buy	62 +9	+17%	+$1.7K	﹤0.01%	2904
2025 Q4	$8.9K	Sell	53 -12	-18%	-$2.09K	﹤0.01%	2858
2025 Q3	$12.4K	Sell	65 -2	-3%	-$430	﹤0.01%	2694
2025 Q2	$14.6K	Buy	67 +39	+139%	+$7.44K	﹤0.01%	2548
2025 Q1	$4.99K	Buy	28 +23	+460%	+$4.22K	﹤0.01%	2494
2024 Q4	$930	Buy	+5	New	+$934	﹤0.01%	2992
2022 Q2	–	Sell	-25	Closed	-$4K	–	1704
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	1306
2021 Q4	$4K	Buy	+25	New	+$3.71K	﹤0.01%	1302

Other funds holding ALG

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

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its Alamo Group (ALG) stake by 71% in Q2 2026, selling an estimated $7.12K and leaving 18 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3543.

EverSource Wealth Advisors first reported a position in ALG in Q4 2021 and has held it in 9 quarters since. The position peaked at $14.6K in Q2 2025. 270 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

EverSource Wealth Advisors held 18 shares of Alamo Group worth $2.96K as of Q2 2026.
EverSource Wealth Advisors sold 44 Alamo Group shares in Q2 2026, an estimated $7.12K.
Alamo Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3543 holding.
EverSource Wealth Advisors first reported a position in Alamo Group in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's Alamo Group position peaked at $14.6K in Q2 2025.
270 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

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