EverSource Wealth Advisors’s EquipmentShare.com Inc EQPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.41K	Buy	+81	New	+$1.5K	﹤0.01%	3879

Other funds holding EQPT

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

EverSource Wealth Advisors's EQPT Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in EquipmentShare.com Inc (EQPT) in Q3 2026: 81 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #3879 among its holdings.

111 funds tracked by Wall St. Rank hold EQPT as of Q3 2026.

EverSource Wealth Advisors held 81 shares of EquipmentShare.com Inc worth $1.41K as of Q3 2026.
EquipmentShare.com Inc was a new EverSource Wealth Advisors position in Q3 2026.
EquipmentShare.com Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3879 holding.
111 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.