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EverSource Wealth Advisors’s Axalta AXTA Stock Holding History

EverSource Wealth Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Sell
3,982
-7,507
-65% -$226K ﹤0.01% 1219
2026
Q1 		$318K Buy
11,489
+3,816
+50% +$121K 0.01% 819
2025
Q4 		$248K Buy
7,673
+1,730
+29% +$50.8K 0.01% 847
2025
Q3 		$170K Buy
5,943
+2,442
+70% +$73.5K 0.01% 994
2025
Q2 		$104K Buy
3,501
+2,758
+371% +$85.9K ﹤0.01% 1183
2025
Q1 		$24.6K Buy
743
+146
+24% +$5.19K ﹤0.01% 1584
2024
Q4 		$20.4K Buy
597
+215
+56% +$8.09K ﹤0.01% 1612
2024
Q3 		$13.8K Buy
382
+51
+15% +$1.79K ﹤0.01% 1687
2024
Q2 		$11.8K Sell
331
-419
-56% -$14.3K ﹤0.01% 1759
2024
Q1 		$23.6K Sell
750
-356
-32% -$11.6K ﹤0.01% 1278
2023
Q4 		$37.6K Buy
1,106
+36
+3% +$1.08K ﹤0.01% 1008
2023
Q3 		$28.8K Hold
1,070
– – ﹤0.01% 997
2023
Q2 		$35.1K Sell
1,070
-79
-7% -$2.45K ﹤0.01% 967
2023
Q1 		$34.8K Hold
1,149
– – ﹤0.01% 910
2022
Q4 		$29.3K Hold
1,149
– – ﹤0.01% 953
2022
Q3 		$24K Buy
1,149
+38
+3% +$934 0.01% 841
2022
Q2 		$25K Hold
1,111
– – 0.01% 769
2022
Q1 		$27K Sell
1,111
-886
-44% -$24.8K 0.01% 595
2021
Q4 		$66K Buy
+1,997
New +$63.4K 0.02% 371

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Axalta (AXTA) stake by 65% in Q2 2026, selling an estimated $226K and leaving 3,982 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

EverSource Wealth Advisors first reported a position in AXTA in Q4 2021 and has held it in 19 quarters since. The position peaked at $318K in Q1 2026. 360 funds tracked by Wall St. Rank hold AXTA as of Q2 2026.

  • EverSource Wealth Advisors held 3,982 shares of Axalta worth $136K as of Q2 2026.
  • EverSource Wealth Advisors sold 7,507 Axalta shares in Q2 2026, an estimated $226K.
  • Axalta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1219 holding.
  • EverSource Wealth Advisors first reported a position in Axalta in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Axalta position peaked at $318K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Axalta as of Q2 2026.

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