EWA
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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
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 $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's ESCA Position: Q1 2026 in Review

EverSource Wealth Advisors held its Escalade (ESCA) position steady in Q1 2026 at 40 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #3974.

EverSource Wealth Advisors first reported a position in ESCA in Q4 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

  • EverSource Wealth Advisors held 40 shares of Escalade worth $686 as of Q1 2026.
  • EverSource Wealth Advisors left its Escalade share count unchanged in Q1 2026.
  • Escalade made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3974 holding.
  • EverSource Wealth Advisors first reported a position in Escalade in Q4 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.