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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
Q2 		$1.13K Buy
11
+2
+22% +$117 ﹤0.01% 3925
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 $1.21B AUM 169.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Anterix (ATEX) stake by 22% in Q2 2026, buying an estimated $117 and bringing the position to 11 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3925.

EverSource Wealth Advisors first reported a position in ATEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14K in Q3 2025. 171 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

  • EverSource Wealth Advisors held 11 shares of Anterix worth $1.13K as of Q2 2026.
  • EverSource Wealth Advisors bought 2 Anterix shares in Q2 2026, an estimated $117.
  • Anterix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3925 holding.
  • EverSource Wealth Advisors first reported a position in Anterix in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Anterix position peaked at $1.14K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

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