EWA
KE

EverSource Wealth Advisors’s Kimball Electronics KE Stock Holding History

EverSource Wealth Advisors’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$793 Sell
31
-68
-69% -$1.75K ﹤0.01% 4038
2026
Q1 		$2.35K Sell
99
-21
-18% -$555 ﹤0.01% 3591
2025
Q4 		$3.34K Buy
120
+99
+471% +$2.86K ﹤0.01% 3293
2025
Q3 		$627 Hold
21
– – ﹤0.01% 3885
2025
Q2 		$404 Sell
21
-6
-22% -$100 ﹤0.01% 3951
2025
Q1 		$444 Buy
27
+15
+125% +$265 ﹤0.01% 3499
2024
Q4 		$225 Buy
+12
New +$225 ﹤0.01% 3417
2024
Q3 		– Sell
-355
Closed -$8.41K – 3084
2024
Q2 		$8.41K Buy
355
+121
+52% +$2.64K ﹤0.01% 1943
2024
Q1 		$4.9K Hold
234
– – ﹤0.01% 2065
2023
Q4 		$6.31K Sell
234
-11
-4% -$284 ﹤0.01% 1764
2023
Q3 		$6.71K Hold
245
– – ﹤0.01% 1574
2023
Q2 		$6.77K Buy
245
+48
+24% +$1.14K ﹤0.01% 1604
2023
Q1 		$4.75K Sell
197
-88
-31% -$2.15K ﹤0.01% 1657
2022
Q4 		$6.44K Hold
285
– – ﹤0.01% 1500
2022
Q3 		$5K Hold
285
– – ﹤0.01% 1374
2022
Q2 		$6K Buy
285
+88
+45% +$1.66K ﹤0.01% 1203
2022
Q1 		$4K Buy
197
+74
+60% +$1.43K ﹤0.01% 1342
2021
Q4 		$3K Buy
+123
New +$3.08K ﹤0.01% 1434

Other funds holding KE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Kimball Electronics (KE) stake by 69% in Q2 2026, selling an estimated $1.75K and leaving 31 shares worth $793. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

EverSource Wealth Advisors first reported a position in KE in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.41K in Q2 2024. 43 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • EverSource Wealth Advisors held 31 shares of Kimball Electronics worth $793 as of Q2 2026.
  • EverSource Wealth Advisors sold 68 Kimball Electronics shares in Q2 2026, an estimated $1.75K.
  • Kimball Electronics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4038 holding.
  • EverSource Wealth Advisors first reported a position in Kimball Electronics in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Kimball Electronics position peaked at $8.41K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

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