EverSource Wealth Advisors’s H.B. Fuller FUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.8K	Sell	743 -79	-10%	-$4.84K	﹤0.01%	1959
2025 Q4	$48.9K	Sell	822 -230	-22%	-$13.5K	﹤0.01%	1765
2025 Q3	$62.4K	Sell	1,052 -166	-14%	-$9.97K	﹤0.01%	1548
2025 Q2	$73.3K	Buy	1,218 +688	+130%	+$38K	﹤0.01%	1375
2025 Q1	$29.7K	Buy	530 +313	+144%	+$18.5K	﹤0.01%	1483
2024 Q4	$14.6K	Sell	217 -66	-23%	-$4.96K	﹤0.01%	1804
2024 Q3	$22.5K	Hold	283	–	–	﹤0.01%	1431
2024 Q2	$24.4K	Buy	283 +16	+6%	+$1.25K	﹤0.01%	1407
2024 Q1	$19.9K	Buy	267 +36	+16%	+$2.82K	﹤0.01%	1363
2023 Q4	$18.8K	Hold	231	–	–	﹤0.01%	1260
2023 Q3	$15.8K	Sell	231 -18	-7%	-$1.27K	﹤0.01%	1215
2023 Q2	$17.8K	Hold	249	–	–	﹤0.01%	1202
2023 Q1	$17K	Sell	249 -155	-38%	-$10.8K	﹤0.01%	1143
2022 Q4	$28.9K	Hold	404	–	–	﹤0.01%	957
2022 Q3	$24K	Buy	404 +72	+22%	+$4.58K	0.01%	847
2022 Q2	$20K	Hold	332	–	–	0.01%	826
2022 Q1	$22K	Hold	332	–	–	0.01%	659
2021 Q4	$26K	Buy	+332	New	+$24.5K	0.01%	583

Other funds holding FUL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return