EWA
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EverSource Wealth Advisors’s Graham Corp GHM Stock Holding History

EverSource Wealth Advisors’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.66K Buy
59
+6
+11% +$470 ﹤0.01% 3301
2025
Q4 		$3.4K Sell
53
-2
-4% -$121 ﹤0.01% 3282
2025
Q3 		$3.02K Hold
55
– – ﹤0.01% 3371
2025
Q2 		$2.72K Buy
55
+51
+1,275% +$1.89K ﹤0.01% 3394
2025
Q1 		$115 Sell
4
-12
-75% -$455 ﹤0.01% 3809
2024
Q4 		$712 Buy
+16
New +$599 ﹤0.01% 3077

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Graham Corp (GHM) stake by 11% in Q1 2026, buying an estimated $470 and bringing the position to 59 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3301.

EverSource Wealth Advisors first reported a position in GHM in Q4 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • EverSource Wealth Advisors held 59 shares of Graham Corp worth $4.66K as of Q1 2026.
  • EverSource Wealth Advisors bought 6 Graham Corp shares in Q1 2026, an estimated $470.
  • Graham Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3301 holding.
  • EverSource Wealth Advisors first reported a position in Graham Corp in Q4 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

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