EverSource Wealth Advisors’s IMAX IMAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.2K	Sell	531 -580	-52%	-$22.2K	﹤0.01%	2386
2026 Q1	$42.2K	Buy	1,111 +170	+18%	+$6.32K	﹤0.01%	2023
2025 Q4	$34.8K	Sell	941 -25	-3%	-$872	﹤0.01%	2004
2025 Q3	$31.6K	Buy	966 +96	+11%	+$2.72K	﹤0.01%	2023
2025 Q2	$24.3K	Buy	870 +339	+64%	+$8.8K	﹤0.01%	2148
2025 Q1	$14K	Buy	531 +95	+22%	+$2.37K	﹤0.01%	1901
2024 Q4	$11.2K	Buy	436 +36	+9%	+$847	﹤0.01%	1930
2024 Q3	$8.2K	Hold	400	–	–	﹤0.01%	1970
2024 Q2	$8.44K	Buy	400 +28	+8%	+$463	﹤0.01%	1942
2024 Q1	$5.96K	Buy	+372	New	+$5.65K	﹤0.01%	1961
2022 Q2	–	Sell	-112	Closed	-$2K	–	1791
2022 Q1	$2K	Hold	112	–	–	﹤0.01%	1531
2021 Q4	$2K	Buy	+112	New	+$2.15K	﹤0.01%	1562

Other funds holding IMAX

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its IMAX (IMAX) stake by 52% in Q2 2026, selling an estimated $22.2K and leaving 531 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

EverSource Wealth Advisors first reported a position in IMAX in Q4 2021 and has held it in 12 quarters since. The position peaked at $42.2K in Q1 2026. 256 funds tracked by Wall St. Rank hold IMAX as of Q2 2026.

EverSource Wealth Advisors held 531 shares of IMAX worth $21.2K as of Q2 2026.
EverSource Wealth Advisors sold 580 IMAX shares in Q2 2026, an estimated $22.2K.
IMAX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2386 holding.
EverSource Wealth Advisors first reported a position in IMAX in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's IMAX position peaked at $42.2K in Q1 2026.
256 funds tracked by Wall St. Rank held IMAX as of Q2 2026.

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