EverSource Wealth Advisors’s Astec Industries ASTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Sell	242 -384	-61%	-$21.2K	﹤0.01%	2655
2026 Q1	$33.7K	Buy	626 +32	+5%	+$1.72K	﹤0.01%	2177
2025 Q4	$25.7K	Buy	594 +45	+8%	+$2.05K	﹤0.01%	2217
2025 Q3	$26.4K	Buy	549 +26	+5%	+$1.14K	﹤0.01%	2148
2025 Q2	$21.8K	Buy	523 +512	+4,655%	+$19.4K	﹤0.01%	2226
2025 Q1	$379	Buy	11 +7	+175%	+$241	﹤0.01%	3544
2024 Q4	$134	Buy	+4	New	+$138	﹤0.01%	3502
2022 Q3	–	Sell	-302	Closed	-$13K	–	1969
2022 Q2	$13K	Buy	302 +118	+64%	+$5.02K	﹤0.01%	950
2022 Q1	$8K	Buy	+184	New	+$10.2K	﹤0.01%	1051

Other funds holding ASTE

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Astec Industries (ASTE) stake by 61% in Q2 2026, selling an estimated $21.2K and leaving 242 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

EverSource Wealth Advisors first reported a position in ASTE in Q1 2022 and has held it in 9 quarters since. The position peaked at $33.7K in Q1 2026. 231 funds tracked by Wall St. Rank hold ASTE as of Q2 2026.

EverSource Wealth Advisors held 242 shares of Astec Industries worth $14.8K as of Q2 2026.
EverSource Wealth Advisors sold 384 Astec Industries shares in Q2 2026, an estimated $21.2K.
Astec Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2655 holding.
EverSource Wealth Advisors first reported a position in Astec Industries in Q1 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Astec Industries position peaked at $33.7K in Q1 2026.
231 funds tracked by Wall St. Rank held Astec Industries as of Q2 2026.

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