EverSource Wealth Advisors’s Forum Energy Technologies FET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33K	Buy	657 +47	+8%	+$2.62K	﹤0.01%	2067
2026 Q1	$35.8K	Buy	610 +32	+6%	+$1.62K	﹤0.01%	2133
2025 Q4	$21.4K	Buy	578 +53	+10%	+$1.65K	﹤0.01%	2345
2025 Q3	$14K	Buy	525 +19	+4%	+$439	﹤0.01%	2614
2025 Q2	$9.85K	Hold	506	–	–	﹤0.01%	2814
2025 Q1	$10.2K	Hold	506	–	–	﹤0.01%	2104
2024 Q4	$7.84K	Sell	506 -402	-44%	-$6.06K	﹤0.01%	2131
2024 Q3	$14K	Hold	908	–	–	﹤0.01%	1674
2024 Q2	$16.8K	Hold	908	–	–	﹤0.01%	1594
2024 Q1	$16.9K	Hold	908	–	–	﹤0.01%	1444
2023 Q4	$20.1K	Hold	908	–	–	﹤0.01%	1231
2023 Q3	$21.8K	Hold	908	–	–	﹤0.01%	1092
2023 Q2	$23.2K	Hold	908	–	–	﹤0.01%	1099
2023 Q1	$23.1K	Hold	908	–	–	﹤0.01%	1025
2022 Q4	$26.8K	Hold	908	–	–	﹤0.01%	975
2022 Q3	$19K	Hold	908	–	–	﹤0.01%	921
2022 Q2	$18K	Hold	908	–	–	﹤0.01%	853
2022 Q1	$21K	Hold	908	–	–	0.01%	681
2021 Q4	$15K	Buy	+908	New	+$18K	﹤0.01%	797

Other funds holding FET

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Forum Energy Technologies (FET) stake by 7.7% in Q2 2026, buying an estimated $2.62K and bringing the position to 657 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

EverSource Wealth Advisors first reported a position in FET in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.8K in Q1 2026. 36 funds tracked by Wall St. Rank hold FET as of Q2 2026.

EverSource Wealth Advisors held 657 shares of Forum Energy Technologies worth $33K as of Q2 2026.
EverSource Wealth Advisors bought 47 Forum Energy Technologies shares in Q2 2026, an estimated $2.62K.
Forum Energy Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2067 holding.
EverSource Wealth Advisors first reported a position in Forum Energy Technologies in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Forum Energy Technologies position peaked at $35.8K in Q1 2026.
36 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2026.

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