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EverSource Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

EverSource Wealth Advisors’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.08K Sell
46
-6
-12% -$536 ﹤0.01% 3386
2026
Q1 		$4.67K Buy
52
+11
+27% +$892 ﹤0.01% 3300
2025
Q4 		$2.81K Sell
41
-228
-85% -$16.6K ﹤0.01% 3367
2025
Q3 		$18.7K Buy
269
+36
+15% +$2.4K ﹤0.01% 2404
2025
Q2 		$14.8K Buy
233
+212
+1,010% +$13.2K ﹤0.01% 2533
2025
Q1 		$1.37K Buy
21
+16
+320% +$1.02K ﹤0.01% 3105
2024
Q4 		$322 Sell
5
-97
-95% -$6.53K ﹤0.01% 3322
2024
Q3 		$7.61K Hold
102
– – ﹤0.01% 2015
2024
Q2 		$8.27K Buy
+102
New +$7.38K ﹤0.01% 1961
2024
Q1 		– Sell
-16
Closed -$1.38K – 2944
2023
Q4 		$1.38K Buy
16
+6
+60% +$488 ﹤0.01% 2295
2023
Q3 		$753 Hold
10
– – ﹤0.01% 2312
2023
Q2 		$827 Hold
10
– – ﹤0.01% 2273
2023
Q1 		$887 Hold
10
– – ﹤0.01% 2137
2022
Q4 		$965 Hold
10
– – ﹤0.01% 2100
2022
Q3 		$1K Buy
+10
New +$909 ﹤0.01% 1830

Other funds holding IMKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Ingles Markets (IMKTA) stake by 12% in Q2 2026, selling an estimated $536 and leaving 46 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

EverSource Wealth Advisors first reported a position in IMKTA in Q3 2022 and has held it in 15 quarters since. The position peaked at $18.7K in Q3 2025. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • EverSource Wealth Advisors held 46 shares of Ingles Markets worth $4.08K as of Q2 2026.
  • EverSource Wealth Advisors sold 6 Ingles Markets shares in Q2 2026, an estimated $536.
  • Ingles Markets made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3386 holding.
  • EverSource Wealth Advisors first reported a position in Ingles Markets in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Ingles Markets position peaked at $18.7K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

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