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EverSource Wealth Advisors’s Koppers KOP Stock Holding History

EverSource Wealth Advisors’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.44K Sell
188
-28
-13% -$1.15K ﹤0.01% 3002
2026
Q1 		$8.35K Sell
216
-3
-1% -$100 ﹤0.01% 3012
2025
Q4 		$5.93K Sell
219
-111
-34% -$3.1K ﹤0.01% 3053
2025
Q3 		$9.24K Sell
330
-126
-28% -$3.88K ﹤0.01% 2865
2025
Q2 		$14.7K Buy
456
+110
+32% +$3.16K ﹤0.01% 2544
2025
Q1 		$9.69K Buy
346
+182
+111% +$5.48K ﹤0.01% 2126
2024
Q4 		$5.31K Buy
164
+3
+2% +$107 ﹤0.01% 2315
2024
Q3 		$5.88K Sell
161
-33
-17% -$1.23K ﹤0.01% 2161
2024
Q2 		$7.9K Hold
194
– – ﹤0.01% 1995
2024
Q1 		$9.95K Hold
194
– – ﹤0.01% 1690
2023
Q4 		$9.94K Hold
194
– – ﹤0.01% 1559
2023
Q3 		$7.67K Hold
194
– – ﹤0.01% 1523
2023
Q2 		$6.62K Hold
194
– – ﹤0.01% 1612
2023
Q1 		$6.78K Sell
194
-115
-37% -$3.82K ﹤0.01% 1535
2022
Q4 		$8.71K Buy
309
+105
+51% +$2.83K ﹤0.01% 1380
2022
Q3 		$4K Buy
+204
New +$4.7K ﹤0.01% 1447
2022
Q2 		– Sell
-63
Closed -$2K – 1805
2022
Q1 		$2K Sell
63
-127
-67% -$3.75K ﹤0.01% 1535
2021
Q4 		$6K Buy
+190
New +$6.2K ﹤0.01% 1185

Other funds holding KOP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors reduced its Koppers (KOP) stake by 13% in Q2 2026, selling an estimated $1.15K and leaving 188 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

EverSource Wealth Advisors first reported a position in KOP in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7K in Q2 2025. 216 funds tracked by Wall St. Rank hold KOP as of Q2 2026.

  • EverSource Wealth Advisors held 188 shares of Koppers worth $8.44K as of Q2 2026.
  • EverSource Wealth Advisors sold 28 Koppers shares in Q2 2026, an estimated $1.15K.
  • Koppers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3002 holding.
  • EverSource Wealth Advisors first reported a position in Koppers in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Koppers position peaked at $14.7K in Q2 2025.
  • 216 funds tracked by Wall St. Rank held Koppers as of Q2 2026.

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