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EverSource Wealth Advisors’s Commercial Metals CMC Stock Holding History

EverSource Wealth Advisors’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.7K Sell
713
-509
-42% -$35.8K ﹤0.01% 1850
2026
Q1 		$75.1K Buy
1,222
+626
+105% +$45.2K ﹤0.01% 1606
2025
Q4 		$41.2K Sell
596
-253
-30% -$15.8K ﹤0.01% 1882
2025
Q3 		$48.6K Sell
849
-701
-45% -$38.7K ﹤0.01% 1732
2025
Q2 		$75.8K Buy
1,550
+708
+84% +$32.8K ﹤0.01% 1358
2025
Q1 		$38.7K Sell
842
-34
-4% -$1.65K ﹤0.01% 1365
2024
Q4 		$43.4K Buy
876
+126
+17% +$7.11K ﹤0.01% 1254
2024
Q3 		$41.2K Sell
750
-16
-2% -$865 ﹤0.01% 1142
2024
Q2 		$46K Buy
766
+18
+2% +$993 ﹤0.01% 1124
2024
Q1 		$40.2K Buy
748
+18
+2% +$953 ﹤0.01% 1066
2023
Q4 		$36.5K Sell
730
-90
-11% -$4.1K ﹤0.01% 1019
2023
Q3 		$40.5K Buy
820
+8
+1% +$435 ﹤0.01% 895
2023
Q2 		$42.8K Buy
812
+658
+427% +$30.7K ﹤0.01% 896
2023
Q1 		$7.53K Sell
154
-6
-4% -$311 ﹤0.01% 1488
2022
Q4 		$7.73K Hold
160
– – ﹤0.01% 1430
2022
Q3 		$6K Buy
160
+25
+19% +$965 ﹤0.01% 1281
2022
Q2 		$5K Hold
135
– – ﹤0.01% 1248
2022
Q1 		$6K Hold
135
– – ﹤0.01% 1171
2021
Q4 		$5K Buy
+135
New +$4.47K ﹤0.01% 1243

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Commercial Metals (CMC) stake by 42% in Q2 2026, selling an estimated $35.8K and leaving 713 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

EverSource Wealth Advisors first reported a position in CMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $75.8K in Q2 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • EverSource Wealth Advisors held 713 shares of Commercial Metals worth $44.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 509 Commercial Metals shares in Q2 2026, an estimated $35.8K.
  • Commercial Metals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1850 holding.
  • EverSource Wealth Advisors first reported a position in Commercial Metals in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Commercial Metals position peaked at $75.8K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

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