EWA
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EverSource Wealth Advisors’s Calumet Specialty Products CLMT Stock Holding History

EverSource Wealth Advisors’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.71K Buy
103
+10
+11% +$336 ﹤0.01% 3435
2026
Q1 		$3.34K Buy
93
+11
+13% +$285 ﹤0.01% 3450
2025
Q4 		$1.63K Buy
+82
New +$1.58K ﹤0.01% 3567

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Calumet Specialty Products (CLMT) stake by 11% in Q2 2026, buying an estimated $336 and bringing the position to 103 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

EverSource Wealth Advisors first reported a position in CLMT in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • EverSource Wealth Advisors held 103 shares of Calumet Specialty Products worth $3.71K as of Q2 2026.
  • EverSource Wealth Advisors bought 10 Calumet Specialty Products shares in Q2 2026, an estimated $336.
  • Calumet Specialty Products made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3435 holding.
  • EverSource Wealth Advisors first reported a position in Calumet Specialty Products in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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