EWA
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EverSource Wealth Advisors’s Drilling Tools International DTI Stock Holding History

EverSource Wealth Advisors’s Portfolio DTI Stock Details DTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21
Closed -$60 – 4362
2025
Q2 		$60 Sell
21
-6
-22% -$15 ﹤0.01% 4179
2025
Q1 		$64 Buy
+27
New +$83 ﹤0.01% 3875

Other funds holding DTI

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $521M AUM 16.4% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's DTI Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Drilling Tools International (DTI) in Q3 2025, closing a stake of 21 shares — an estimated $60 sold.

EverSource Wealth Advisors first reported a position in DTI in Q1 2025 and held it in 2 quarters. The position peaked at $64 in Q1 2025. 39 funds tracked by Wall St. Rank hold DTI as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Drilling Tools International position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 21 Drilling Tools International shares in Q3 2025, an estimated $60.
  • EverSource Wealth Advisors first reported a position in Drilling Tools International in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Drilling Tools International position peaked at $64 in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Drilling Tools International as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.