EverSource Wealth Advisors’s Critical Metals Corp CRML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.4K	Sell	722 -600	-45%	-$6.42K	﹤0.01%	3079
2026 Q1	$10.5K	Sell	1,322 -278	-17%	-$3.2K	﹤0.01%	2888
2025 Q4	$11.1K	Buy	1,600 +618	+63%	+$6.74K	﹤0.01%	2743
2025 Q3	$6.11K	Hold	982	–	–	﹤0.01%	3070
2025 Q2	$3.52K	Buy	982 +366	+59%	+$667	﹤0.01%	3302
2025 Q1	$856	Buy	616 +595	+2,833%	+$2.71K	﹤0.01%	3286
2024 Q4	$143	Buy	+21	New	+$141	﹤0.01%	3492

Other funds holding CRML

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

KWM

KMT Wealth Management El Segundo, California $118M AUM 26.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Critical Metals Corp (CRML) stake by 45% in Q2 2026, selling an estimated $6.42K and leaving 722 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

EverSource Wealth Advisors first reported a position in CRML in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1K in Q4 2025. 52 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

EverSource Wealth Advisors held 722 shares of Critical Metals Corp worth $7.4K as of Q2 2026.
EverSource Wealth Advisors sold 600 Critical Metals Corp shares in Q2 2026, an estimated $6.42K.
Critical Metals Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3079 holding.
EverSource Wealth Advisors first reported a position in Critical Metals Corp in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Critical Metals Corp position peaked at $11.1K in Q4 2025.
52 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

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