EWA
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
2025
Q3 		– Sell
-117
Closed -$730 – 4400
2025
Q2 		$730 Buy
+117
New +$646 ﹤0.01% 3805

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

EverSource Wealth Advisors's INFU Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of InfuSystem Holdings (INFU) in Q3 2025, closing a stake of 117 shares — an estimated $730 sold.

EverSource Wealth Advisors first reported a position in INFU in Q2 2025 and held it in 1 quarter. The position peaked at $730 in Q2 2025. 98 funds tracked by Wall St. Rank hold INFU as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining InfuSystem Holdings position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 117 InfuSystem Holdings shares in Q3 2025, an estimated $730.
  • EverSource Wealth Advisors first reported a position in InfuSystem Holdings in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's InfuSystem Holdings position peaked at $730 in Q2 2025.
  • 98 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.