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EverSource Wealth Advisors’s Brunswick BC Stock Holding History

EverSource Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Sell
20,470
-2,605
-11% -$209K 0.06% 244
2026
Q1 		$1.68M Sell
23,075
-50
-0.2% -$4.03K 0.05% 252
2025
Q4 		$1.72M Sell
23,125
-2,289
-9% -$155K 0.06% 222
2025
Q3 		$1.61M Buy
25,414
+4,231
+20% +$262K 0.06% 210
2025
Q2 		$1.17M Buy
21,183
+20,675
+4,070% +$1.04M 0.05% 242
2025
Q1 		$27.4K Buy
508
+315
+163% +$19.7K ﹤0.01% 1525
2024
Q4 		$12.5K Buy
193
+13
+7% +$1.02K ﹤0.01% 1882
2024
Q3 		$15.1K Sell
180
-4
-2% -$311 ﹤0.01% 1640
2024
Q2 		$15K Buy
184
+19
+12% +$1.55K ﹤0.01% 1653
2024
Q1 		$13.3K Buy
165
+9
+6% +$790 ﹤0.01% 1555
2023
Q4 		$15.1K Buy
156
+44
+39% +$3.5K ﹤0.01% 1378
2023
Q3 		$8.85K Hold
112
– – ﹤0.01% 1468
2023
Q2 		$9.7K Sell
112
-5
-4% -$408 ﹤0.01% 1455
2023
Q1 		$9.59K Buy
117
+5
+4% +$413 ﹤0.01% 1380
2022
Q4 		$8.07K Buy
112
+17
+18% +$1.21K ﹤0.01% 1411
2022
Q3 		$6K Buy
+95
New +$7.13K ﹤0.01% 1276

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Brunswick (BC) stake by 11% in Q2 2026, selling an estimated $209K and leaving 20,470 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #244.

EverSource Wealth Advisors first reported a position in BC in Q3 2022 and has held it in 16 quarters since. 467 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • EverSource Wealth Advisors held 20,470 shares of Brunswick worth $1.72M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,605 Brunswick shares in Q2 2026, an estimated $209K.
  • Brunswick made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • EverSource Wealth Advisors first reported a position in Brunswick in Q3 2022 and has held it in 16 quarters since.
  • 467 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

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