EWA
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EverSource Wealth Advisors’s CTS Corp CTS Stock Holding History

EverSource Wealth Advisors’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.06K Buy
106
+3
+3% +$151 ﹤0.01% 3264
2025
Q4 		$4.42K Buy
103
+16
+18% +$671 ﹤0.01% 3168
2025
Q3 		$3.48K Buy
87
+55
+172% +$2.28K ﹤0.01% 3306
2025
Q2 		$1.36K Buy
+32
New +$1.29K ﹤0.01% 3638
2025
Q1 		– Sell
-15
Closed -$791 – 4055
2024
Q4 		$791 Buy
+15
New +$786 ﹤0.01% 3044
2023
Q1 		– Sell
-65
Closed -$2.56K – 2417
2022
Q4 		$2.56K Hold
65
– – ﹤0.01% 1837
2022
Q3 		$3K Hold
65
– – ﹤0.01% 1522
2022
Q2 		$2K Hold
65
– – ﹤0.01% 1486
2022
Q1 		$2K Sell
65
-81
-55% -$2.83K ﹤0.01% 1506
2021
Q4 		$5K Buy
+146
New +$5.11K ﹤0.01% 1245

Other funds holding CTS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return