EWA
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EverSource Wealth Advisors’s Core Laboratories CLB Stock Holding History

EverSource Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5K Sell
129
-513
-80% -$7.32K ﹤0.01% 3831
2026
Q1 		$10.8K Sell
642
-251
-28% -$4.49K ﹤0.01% 2873
2025
Q4 		$14.3K Buy
893
+762
+582% +$11.3K ﹤0.01% 2602
2025
Q3 		$1.62K Sell
131
-800
-86% -$9.38K ﹤0.01% 3579
2025
Q2 		$10.7K Buy
931
+798
+600% +$9.46K ﹤0.01% 2764
2025
Q1 		$1.99K Sell
133
-31
-19% -$519 ﹤0.01% 2932
2024
Q4 		$2.84K Buy
164
+31
+23% +$598 ﹤0.01% 2577
2024
Q3 		$2.46K Hold
133
– – ﹤0.01% 2474
2024
Q2 		$3.26K Hold
133
– – ﹤0.01% 2374
2024
Q1 		$2.1K Buy
133
+31
+30% +$488 ﹤0.01% 2369
2023
Q4 		$1.8K Sell
102
-19
-16% -$383 ﹤0.01% 2199
2023
Q3 		$2.9K Buy
121
+19
+19% +$466 ﹤0.01% 1894
2023
Q2 		$2.37K Hold
102
– – ﹤0.01% 1981
2023
Q1 		$2.25K Buy
102
+2
+2% +$47 ﹤0.01% 1904
2022
Q4 		$2.03K Hold
100
– – ﹤0.01% 1911
2022
Q3 		$1K Hold
100
– – ﹤0.01% 1790
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1476
2022
Q1 		$3K Hold
100
– – ﹤0.01% 1403
2021
Q4 		$2K Buy
+100
New +$2.61K ﹤0.01% 1518

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors reduced its Core Laboratories (CLB) stake by 80% in Q2 2026, selling an estimated $7.32K and leaving 129 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

EverSource Wealth Advisors first reported a position in CLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3K in Q4 2025. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

  • EverSource Wealth Advisors held 129 shares of Core Laboratories worth $1.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 513 Core Laboratories shares in Q2 2026, an estimated $7.32K.
  • Core Laboratories made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3831 holding.
  • EverSource Wealth Advisors first reported a position in Core Laboratories in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Core Laboratories position peaked at $14.3K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

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