EverSource Wealth Advisors
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EverSource Wealth Advisors’s Escalade ESCA Stock Holding History

EverSource Wealth Advisors’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$827 Buy
44
+4
+10% +$74 ﹤0.01% 4024
2026
Q1 		$686 Hold
40
– – ﹤0.01% 3974
2025
Q4 		$539 Sell
40
-6
-13% -$75 ﹤0.01% 3857
2025
Q3 		$578 Buy
46
+7
+18% +$90 ﹤0.01% 3915
2025
Q2 		$545 Buy
39
+29
+290% +$428 ﹤0.01% 3876
2025
Q1 		$153 Buy
10
+7
+233% +$105 ﹤0.01% 3747
2024
Q4 		$43 Buy
+3
New +$43 ﹤0.01% 3654

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $156M AUM 39.85% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Escalade (ESCA) stake by 10% in Q2 2026, buying an estimated $74 and bringing the position to 44 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

EverSource Wealth Advisors first reported a position in ESCA in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold ESCA as of Q2 2026.

  • EverSource Wealth Advisors held 44 shares of Escalade worth $827 as of Q2 2026.
  • EverSource Wealth Advisors bought 4 Escalade shares in Q2 2026, an estimated $74.
  • Escalade made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4024 holding.
  • EverSource Wealth Advisors first reported a position in Escalade in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held Escalade as of Q2 2026.

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