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EverSource Wealth Advisors’s Brady Corp BRC Stock Holding History

EverSource Wealth Advisors’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.5K Sell
901
-348
-28% -$28.9K ﹤0.01% 1482
2026
Q1 		$101K Buy
1,249
+251
+25% +$21.8K ﹤0.01% 1418
2025
Q4 		$78.2K Buy
998
+334
+50% +$25.9K ﹤0.01% 1451
2025
Q3 		$51.8K Sell
664
-20
-3% -$1.48K ﹤0.01% 1680
2025
Q2 		$46.5K Buy
684
+322
+89% +$22.4K ﹤0.01% 1669
2025
Q1 		$25.6K Buy
362
+62
+21% +$4.5K ﹤0.01% 1562
2024
Q4 		$22.2K Buy
300
+37
+14% +$2.75K ﹤0.01% 1566
2024
Q3 		$20.2K Buy
263
+20
+8% +$1.42K ﹤0.01% 1480
2024
Q2 		$17.4K Buy
243
+138
+131% +$8.63K ﹤0.01% 1572
2024
Q1 		$6.2K Buy
105
+26
+33% +$1.55K ﹤0.01% 1940
2023
Q4 		$4.64K Buy
79
+5
+7% +$276 ﹤0.01% 1889
2023
Q3 		$4.06K Hold
74
– – ﹤0.01% 1788
2023
Q2 		$3.52K Hold
74
– – ﹤0.01% 1865
2023
Q1 		$3.98K Hold
74
– – ﹤0.01% 1722
2022
Q4 		$3.48K Sell
74
-183
-71% -$8.39K ﹤0.01% 1729
2022
Q3 		$10K Buy
257
+74
+40% +$3.41K ﹤0.01% 1128
2022
Q2 		$9K Buy
183
+125
+216% +$5.75K ﹤0.01% 1060
2022
Q1 		$3K Sell
58
-166
-74% -$8.1K ﹤0.01% 1400
2021
Q4 		$12K Buy
+224
New +$11.7K ﹤0.01% 883

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Brady Corp (BRC) stake by 28% in Q2 2026, selling an estimated $28.9K and leaving 901 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

EverSource Wealth Advisors first reported a position in BRC in Q4 2021 and has held it in 19 quarters since. The position peaked at $101K in Q1 2026. 338 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • EverSource Wealth Advisors held 901 shares of Brady Corp worth $82.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 348 Brady Corp shares in Q2 2026, an estimated $28.9K.
  • Brady Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1482 holding.
  • EverSource Wealth Advisors first reported a position in Brady Corp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Brady Corp position peaked at $101K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

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