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EverSource Wealth Advisors’s Luxfer Holdings LXFR Stock Holding History

EverSource Wealth Advisors’s Portfolio LXFR Stock Details LXFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.9K Sell
2,154
-639
-23% -$9.97K ﹤0.01% 1937
2026
Q1 		$34K Buy
2,793
+1,083
+63% +$15.1K ﹤0.01% 2171
2025
Q4 		$23.1K Buy
1,710
+2
+0.1% +$26 ﹤0.01% 2288
2025
Q3 		$23.7K Buy
1,708
+129
+8% +$1.66K ﹤0.01% 2243
2025
Q2 		$19.2K Buy
1,579
+38
+2% +$426 ﹤0.01% 2319
2025
Q1 		$18.3K Sell
1,541
-85
-5% -$1.11K ﹤0.01% 1737
2024
Q4 		$21.3K Sell
1,626
-379
-19% -$5.18K ﹤0.01% 1589
2024
Q3 		$26K Buy
2,005
+201
+11% +$2.34K ﹤0.01% 1352
2024
Q2 		$23.3K Buy
1,804
+378
+27% +$4.2K ﹤0.01% 1428
2024
Q1 		$13.7K Buy
1,426
+1,041
+270% +$9.32K ﹤0.01% 1542
2023
Q4 		$3.44K Buy
+385
New +$3.58K ﹤0.01% 2000

Other funds holding LXFR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Luxfer Holdings (LXFR) stake by 23% in Q2 2026, selling an estimated $9.97K and leaving 2,154 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

EverSource Wealth Advisors first reported a position in LXFR in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold LXFR as of Q2 2026.

  • EverSource Wealth Advisors held 2,154 shares of Luxfer Holdings worth $38.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 639 Luxfer Holdings shares in Q2 2026, an estimated $9.97K.
  • Luxfer Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1937 holding.
  • EverSource Wealth Advisors first reported a position in Luxfer Holdings in Q4 2023 and has held it in 11 quarters since.
  • 138 funds tracked by Wall St. Rank held Luxfer Holdings as of Q2 2026.

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