EWA
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EverSource Wealth Advisors’s Ardmore Shipping ASC Stock Holding History

EverSource Wealth Advisors’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9K Sell
1,205
-6,153
-84% -$104K ﹤0.01% 2570
2026
Q1 		$112K Buy
7,358
+680
+10% +$9.34K ﹤0.01% 1363
2025
Q4 		$70.7K Sell
6,678
-434
-6% -$5.16K ﹤0.01% 1506
2025
Q3 		$84.4K Sell
7,112
-1,332
-16% -$14.9K ﹤0.01% 1375
2025
Q2 		$81.1K Buy
8,444
+7,972
+1,689% +$76.8K ﹤0.01% 1318
2025
Q1 		$4.62K Sell
472
-256
-35% -$2.8K ﹤0.01% 2535
2024
Q4 		$8.85K Buy
728
+549
+307% +$7.46K ﹤0.01% 2067
2024
Q3 		$3.24K Hold
179
– – ﹤0.01% 2392
2024
Q2 		$3.88K Buy
179
+100
+127% +$1.97K ﹤0.01% 2309
2024
Q1 		$1.32K Hold
79
– – ﹤0.01% 2495
2023
Q4 		$1.11K Hold
79
– – ﹤0.01% 2365
2023
Q3 		$1.03K Buy
79
+20
+34% +$257 ﹤0.01% 2203
2023
Q2 		$729 Hold
59
– – ﹤0.01% 2289
2023
Q1 		$877 Hold
59
– – ﹤0.01% 2141
2022
Q4 		$850 Buy
+59
New +$784 ﹤0.01% 2132

Other funds holding ASC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Ardmore Shipping (ASC) stake by 84% in Q2 2026, selling an estimated $104K and leaving 1,205 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

EverSource Wealth Advisors first reported a position in ASC in Q4 2022 and has held it in 15 quarters since. The position peaked at $112K in Q1 2026. 45 funds tracked by Wall St. Rank hold ASC as of Q2 2026.

  • EverSource Wealth Advisors held 1,205 shares of Ardmore Shipping worth $16.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,153 Ardmore Shipping shares in Q2 2026, an estimated $104K.
  • Ardmore Shipping made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2570 holding.
  • EverSource Wealth Advisors first reported a position in Ardmore Shipping in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Ardmore Shipping position peaked at $112K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Ardmore Shipping as of Q2 2026.

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