EWA
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EverSource Wealth Advisors’s Alarm.com ALRM Stock Holding History

EverSource Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3K Buy
435
+230
+112% +$10.3K ﹤0.01% 2417
2026
Q1 		$8.86K Buy
205
+15
+8% +$716 ﹤0.01% 2979
2025
Q4 		$9.69K Sell
190
-84
-31% -$4.28K ﹤0.01% 2811
2025
Q3 		$14.5K Buy
274
+162
+145% +$9.04K ﹤0.01% 2583
2025
Q2 		$6.34K Buy
112
+21
+23% +$1.17K ﹤0.01% 3054
2025
Q1 		$5.07K Buy
91
+14
+18% +$840 ﹤0.01% 2490
2024
Q4 		$4.68K Buy
77
+53
+221% +$3.16K ﹤0.01% 2376
2024
Q3 		$1.31K Sell
24
-16
-40% -$982 ﹤0.01% 2657
2024
Q2 		$2.82K Buy
40
+34
+567% +$2.25K ﹤0.01% 2434
2024
Q1 		$400 Buy
+6
New +$408 ﹤0.01% 2761
2022
Q4 		– Sell
-1,110
Closed -$72K – 2304
2022
Q3 		$72K Buy
1,110
+204
+23% +$14K 0.02% 532
2022
Q2 		$56K Buy
+906
New +$55.7K 0.01% 588

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Alarm.com (ALRM) stake by 112% in Q2 2026, buying an estimated $10.3K and bringing the position to 435 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

EverSource Wealth Advisors first reported a position in ALRM in Q2 2022 and has held it in 12 quarters since. The position peaked at $72K in Q3 2022. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • EverSource Wealth Advisors held 435 shares of Alarm.com worth $20.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 230 Alarm.com shares in Q2 2026, an estimated $10.3K.
  • Alarm.com made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2417 holding.
  • EverSource Wealth Advisors first reported a position in Alarm.com in Q2 2022 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Alarm.com position peaked at $72K in Q3 2022.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

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