EverSource Wealth Advisors’s Ceco Environmental CECO Stock Holding History

EverSource Wealth Advisors’s Portfolio CECO Stock Details CECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Buy	123 +5	+4%	+$395	﹤0.01%	2843
2026 Q1	$7.03K	Buy	118 +16	+16%	+$1.03K	﹤0.01%	3101
2025 Q4	$6.1K	Buy	102 +24	+31%	+$1.28K	﹤0.01%	3040
2025 Q3	$3.99K	Hold	78	–	–	﹤0.01%	3252
2025 Q2	$2.21K	Buy	+78	New	+$1.94K	﹤0.01%	3481
2025 Q1	–	Sell	-18	Closed	-$544	–	4049
2024 Q4	$544	Buy	+18	New	+$512	﹤0.01%	3163

Other funds holding CECO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Ceco Environmental (CECO) stake by 4.2% in Q2 2026, buying an estimated $395 and bringing the position to 123 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

EverSource Wealth Advisors first reported a position in CECO in Q4 2024 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

EverSource Wealth Advisors held 123 shares of Ceco Environmental worth $11.2K as of Q2 2026.
EverSource Wealth Advisors bought 5 Ceco Environmental shares in Q2 2026, an estimated $395.
Ceco Environmental made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2843 holding.
EverSource Wealth Advisors first reported a position in Ceco Environmental in Q4 2024 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

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