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EverSource Wealth Advisors’s Anterix ATEX Stock Holding History

EverSource Wealth Advisors’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345 Buy
9
+5
+125% +$158 ﹤0.01% 4121
2025
Q4 		$87 Sell
4
-49
-92% -$1.02K ﹤0.01% 4117
2025
Q3 		$1.14K Buy
53
+46
+657% +$1.03K ﹤0.01% 3726
2025
Q2 		$180 Buy
7
+6
+600% +$176 ﹤0.01% 4070
2025
Q1 		$37 Buy
+1
New +$34 ﹤0.01% 3922

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's ATEX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Anterix (ATEX) stake by 125% in Q1 2026, buying an estimated $158 and bringing the position to 9 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #4121.

EverSource Wealth Advisors first reported a position in ATEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.14K in Q3 2025. 132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

  • EverSource Wealth Advisors held 9 shares of Anterix worth $345 as of Q1 2026.
  • EverSource Wealth Advisors bought 5 Anterix shares in Q1 2026, an estimated $158.
  • Anterix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4121 holding.
  • EverSource Wealth Advisors first reported a position in Anterix in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Anterix position peaked at $1.14K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.