EverSource Wealth Advisors
INFU icon

EverSource Wealth Advisors’s InfuSystem Holdings INFU Stock Holding History

EverSource Wealth Advisors’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11K Buy
+164
New +$1.85K ﹤0.01% 3726
2025
Q3 		– Sell
-117
Closed -$730 – 4400
2025
Q2 		$730 Buy
+117
New +$646 ﹤0.01% 3805

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Acadian Asset Management
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Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

EverSource Wealth Advisors's INFU Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in InfuSystem Holdings (INFU) in Q3 2026: 164 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #3726 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in INFU as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in INFU in Q2 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold INFU as of Q3 2026.

  • EverSource Wealth Advisors held 164 shares of InfuSystem Holdings worth $2.11K as of Q3 2026.
  • InfuSystem Holdings was a new EverSource Wealth Advisors position in Q3 2026.
  • InfuSystem Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3726 holding.
  • EverSource Wealth Advisors first reported a position in InfuSystem Holdings in Q2 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.