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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
Q2 		$11.6K Buy
94
+35
+59% +$3.47K ﹤0.01% 2822
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 $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Graham Corp (GHM) stake by 59% in Q2 2026, buying an estimated $3.47K and bringing the position to 94 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

EverSource Wealth Advisors first reported a position in GHM in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • EverSource Wealth Advisors held 94 shares of Graham Corp worth $11.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 35 Graham Corp shares in Q2 2026, an estimated $3.47K.
  • Graham Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2822 holding.
  • EverSource Wealth Advisors first reported a position in Graham Corp in Q4 2024 and has held it in 7 quarters since.
  • 221 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

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