EverSource Wealth Advisors
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EverSource Wealth Advisors’s Atkore ATKR Stock Holding History

EverSource Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.18K Sell
23
-15
-39% -$1.3K ﹤0.01% 3704
2026
Q2 		$2.89K Sell
38
-16
-30% -$1.2K ﹤0.01% 3560
2026
Q1 		$3.18K Sell
54
-4
-7% -$260 ﹤0.01% 3471
2025
Q4 		$3.67K Buy
58
+4
+7% +$261 ﹤0.01% 3244
2025
Q3 		$3.39K Sell
54
-187
-78% -$12.2K ﹤0.01% 3315
2025
Q2 		$17K Buy
241
+126
+110% +$8.17K ﹤0.01% 2429
2025
Q1 		$6.9K Buy
115
+63
+121% +$4.5K ﹤0.01% 2334
2024
Q4 		$4.34K Sell
52
-56
-52% -$4.94K ﹤0.01% 2417
2024
Q3 		$9.15K Buy
108
+52
+93% +$5.65K ﹤0.01% 1920
2024
Q2 		$7.56K Buy
56
+2
+4% +$319 ﹤0.01% 2018
2024
Q1 		$9.47K Sell
54
-14
-21% -$2.24K ﹤0.01% 1717
2023
Q4 		$10.9K Buy
68
+26
+62% +$3.59K ﹤0.01% 1522
2023
Q3 		$6.27K Buy
42
+7
+20% +$1.06K ﹤0.01% 1606
2023
Q2 		$5.46K Sell
35
-3
-8% -$393 ﹤0.01% 1696
2023
Q1 		$5.34K Buy
38
+34
+850% +$4.61K ﹤0.01% 1622
2022
Q4 		$454 Buy
+4
New +$419 ﹤0.01% 2222

Other funds holding ATKR

First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

EverSource Wealth Advisors's ATKR Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Atkore (ATKR) stake by 39% in Q3 2026, selling an estimated $1.3K and leaving 23 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

EverSource Wealth Advisors first reported a position in ATKR in Q4 2022 and has held it in 16 quarters since. The position peaked at $17K in Q2 2025. 106 funds tracked by Wall St. Rank hold ATKR as of Q3 2026.

  • EverSource Wealth Advisors held 23 shares of Atkore worth $2.18K as of Q3 2026.
  • EverSource Wealth Advisors sold 15 Atkore shares in Q3 2026, an estimated $1.3K.
  • Atkore made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3704 holding.
  • EverSource Wealth Advisors first reported a position in Atkore in Q4 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Atkore position peaked at $17K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Atkore as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.