EverSource Wealth Advisors
LTRX icon

EverSource Wealth Advisors’s Lantronix LTRX Stock Holding History

EverSource Wealth Advisors’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.06K Buy
+1,257
New +$7.22K ﹤0.01% 2953
2025
Q1 		– Sell
-190
Closed -$783 – 4111
2024
Q4 		$783 Hold
190
– – ﹤0.01% 3048
2024
Q3 		$783 Hold
190
– – ﹤0.01% 2773
2024
Q2 		$779 Hold
190
– – ﹤0.01% 2791
2024
Q1 		$714 Buy
+190
New +$932 ﹤0.01% 2651

Other funds holding LTRX

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Lantronix (LTRX) in Q3 2026: 1,257 shares worth $9.06K. The stake represents ﹤0.01% of the portfolio and ranks #2953 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in LTRX as recently as Q4 2024.

EverSource Wealth Advisors first reported a position in LTRX in Q1 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold LTRX as of Q3 2026.

  • EverSource Wealth Advisors held 1,257 shares of Lantronix worth $9.06K as of Q3 2026.
  • Lantronix was a new EverSource Wealth Advisors position in Q3 2026.
  • Lantronix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2953 holding.
  • EverSource Wealth Advisors first reported a position in Lantronix in Q1 2024 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Lantronix as of Q3 2026.

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