EWA
EML icon

EverSource Wealth Advisors’s Eastern Company EML Stock Holding History

EverSource Wealth Advisors’s Portfolio EML Stock Details EML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$501 Buy
18
+7
+64% +$154 ﹤0.01% 4130
2026
Q1 		$221 Sell
11
-9
-45% -$171 ﹤0.01% 4186
2025
Q4 		$393 Sell
20
-22
-52% -$449 ﹤0.01% 3923
2025
Q3 		$985 Buy
42
+9
+27% +$213 ﹤0.01% 3764
2025
Q2 		$753 Buy
33
+32
+3,200% +$720 ﹤0.01% 3801
2025
Q1 		$25 Sell
1
-3
-75% -$81 ﹤0.01% 3956
2024
Q4 		$106 Buy
+4
New +$119 ﹤0.01% 3537

Other funds holding EML

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Eastern Company (EML) stake by 64% in Q2 2026, buying an estimated $154 and bringing the position to 18 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #4130.

EverSource Wealth Advisors first reported a position in EML in Q4 2024 and has held it in 7 quarters since. The position peaked at $985 in Q3 2025. 10 funds tracked by Wall St. Rank hold EML as of Q2 2026.

  • EverSource Wealth Advisors held 18 shares of Eastern Company worth $501 as of Q2 2026.
  • EverSource Wealth Advisors bought 7 Eastern Company shares in Q2 2026, an estimated $154.
  • Eastern Company made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4130 holding.
  • EverSource Wealth Advisors first reported a position in Eastern Company in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Eastern Company position peaked at $985 in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Eastern Company as of Q2 2026.

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