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EverSource Wealth Advisors’s Element Solutions ESI Stock Holding History

EverSource Wealth Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Buy
10,725
+275
+3% +$11.4K 0.02% 559
2026
Q1 		$357K Buy
10,450
+385
+4% +$12.1K 0.01% 762
2025
Q4 		$252K Buy
10,065
+140
+1% +$3.63K 0.01% 843
2025
Q3 		$250K Buy
9,925
+779
+9% +$19.4K 0.01% 798
2025
Q2 		$207K Buy
9,146
+1,320
+17% +$27.7K 0.01% 842
2025
Q1 		$177K Buy
7,826
+2,177
+39% +$55.6K 0.01% 699
2024
Q4 		$144K Buy
5,649
+1,963
+53% +$53.1K 0.01% 793
2024
Q3 		$100K Buy
3,686
+630
+21% +$16.5K 0.01% 787
2024
Q2 		$82.4K Buy
3,056
+864
+39% +$21.3K 0.01% 877
2024
Q1 		$50.7K Buy
2,192
+190
+9% +$4.42K ﹤0.01% 980
2023
Q4 		$46.3K Buy
2,002
+684
+52% +$13.8K ﹤0.01% 926
2023
Q3 		$25.9K Buy
1,318
+608
+86% +$12.1K ﹤0.01% 1036
2023
Q2 		$13.6K Buy
710
+293
+70% +$5.39K ﹤0.01% 1312
2023
Q1 		$8.05K Buy
+417
New +$8.23K ﹤0.01% 1454

Other funds holding ESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Element Solutions (ESI) stake by 2.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 10,725 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #559.

EverSource Wealth Advisors first reported a position in ESI in Q1 2023 and has held it in 14 quarters since. 501 funds tracked by Wall St. Rank hold ESI as of Q2 2026.

  • EverSource Wealth Advisors held 10,725 shares of Element Solutions worth $512K as of Q2 2026.
  • EverSource Wealth Advisors bought 275 Element Solutions shares in Q2 2026, an estimated $11.4K.
  • Element Solutions made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • EverSource Wealth Advisors first reported a position in Element Solutions in Q1 2023 and has held it in 14 quarters since.
  • 501 funds tracked by Wall St. Rank held Element Solutions as of Q2 2026.

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