EverSource Wealth Advisors’s AdvanSix ASIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.79K	Buy	442 +66	+18%	+$1.49K	﹤0.01%	2978
2026 Q1	$9.17K	Buy	376 +242	+181%	+$4.57K	﹤0.01%	2958
2025 Q4	$2.32K	Sell	134 -87	-39%	-$1.52K	﹤0.01%	3452
2025 Q3	$4.28K	Buy	221 +23	+12%	+$483	﹤0.01%	3224
2025 Q2	$4.7K	Buy	198 +188	+1,880%	+$4.26K	﹤0.01%	3185
2025 Q1	$228	Sell	10 -6	-38%	-$167	﹤0.01%	3681
2024 Q4	$456	Buy	16 +6	+60%	+$181	﹤0.01%	3228
2024 Q3	$304	Hold	10	–	–	﹤0.01%	2929
2024 Q2	$280	Hold	10	–	–	﹤0.01%	2962
2024 Q1	$253	Buy	+10	New	+$267	﹤0.01%	2787
2023 Q4	–	Sell	-193	Closed	-$6K	–	2644
2023 Q3	$6K	Hold	193	–	–	﹤0.01%	1633
2023 Q2	$6.75K	Hold	193	–	–	﹤0.01%	1605
2023 Q1	$7.39K	Sell	193 -80	-29%	-$3.2K	﹤0.01%	1498
2022 Q4	$10.4K	Hold	273	–	–	﹤0.01%	1322
2022 Q3	$9K	Hold	273	–	–	﹤0.01%	1149
2022 Q2	$9K	Hold	273	–	–	﹤0.01%	1054
2022 Q1	$14K	Hold	273	–	–	﹤0.01%	831
2021 Q4	$12K	Buy	+273	New	+$12.6K	﹤0.01%	879

Other funds holding ASIX

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

EverSource Wealth Advisors increased its AdvanSix (ASIX) stake by 18% in Q2 2026, buying an estimated $1.49K and bringing the position to 442 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

EverSource Wealth Advisors first reported a position in ASIX in Q4 2021 and has held it in 18 quarters since. The position peaked at $14K in Q1 2022. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

EverSource Wealth Advisors held 442 shares of AdvanSix worth $8.79K as of Q2 2026.
EverSource Wealth Advisors bought 66 AdvanSix shares in Q2 2026, an estimated $1.49K.
AdvanSix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2978 holding.
EverSource Wealth Advisors first reported a position in AdvanSix in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's AdvanSix position peaked at $14K in Q1 2022.
256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

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