EWA
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return