EverSource Wealth Advisors’s Global Industrial GIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.29K	Sell	158 -59	-27%	-$1.87K	﹤0.01%	3257
2026 Q1	$6.84K	Buy	217 +23	+12%	+$723	﹤0.01%	3110
2025 Q4	$5.67K	Buy	194 +6	+3%	+$183	﹤0.01%	3075
2025 Q3	$6.89K	Buy	188 +37	+25%	+$1.24K	﹤0.01%	3002
2025 Q2	$4.08K	Buy	151 +39	+35%	+$979	﹤0.01%	3247
2025 Q1	$2.51K	Buy	+112	New	+$2.68K	﹤0.01%	2824

Other funds holding GIC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Global Industrial (GIC) stake by 27% in Q2 2026, selling an estimated $1.87K and leaving 158 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

EverSource Wealth Advisors first reported a position in GIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.89K in Q3 2025. 163 funds tracked by Wall St. Rank hold GIC as of Q2 2026.

EverSource Wealth Advisors held 158 shares of Global Industrial worth $5.29K as of Q2 2026.
EverSource Wealth Advisors sold 59 Global Industrial shares in Q2 2026, an estimated $1.87K.
Global Industrial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3257 holding.
EverSource Wealth Advisors first reported a position in Global Industrial in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Global Industrial position peaked at $6.89K in Q3 2025.
163 funds tracked by Wall St. Rank held Global Industrial as of Q2 2026.

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