EverSource Wealth Advisors’s Marcus Corp MCS Stock Holding History

EverSource Wealth Advisors’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.93K	Sell	338 -75	-18%	-$1.48K	﹤0.01%	3045
2026 Q1	$7.09K	Sell	413 -77	-16%	-$1.23K	﹤0.01%	3098
2025 Q4	$7.6K	Sell	490 -108	-18%	-$1.6K	﹤0.01%	2927
2025 Q3	$9.28K	Sell	598 -414	-41%	-$6.64K	﹤0.01%	2862
2025 Q2	$17.1K	Buy	1,012 +385	+61%	+$6.5K	﹤0.01%	2423
2025 Q1	$10.5K	Sell	627 -92	-13%	-$1.78K	﹤0.01%	2086
2024 Q4	$15.5K	Buy	719 +92	+15%	+$1.82K	﹤0.01%	1764
2024 Q3	$9.45K	Hold	627	–	–	﹤0.01%	1898
2024 Q2	$7.89K	Buy	+627	New	+$7.45K	﹤0.01%	1996
2023 Q4	–	Sell	-314	Closed	-$4.87K	–	2705
2023 Q3	$4.87K	Hold	314	–	–	﹤0.01%	1719
2023 Q2	$4.66K	Hold	314	–	–	﹤0.01%	1755
2023 Q1	$5.02K	Hold	314	–	–	﹤0.01%	1643
2022 Q4	$4.52K	Hold	314	–	–	﹤0.01%	1650
2022 Q3	$4K	Buy	314 +234	+293%	+$3.77K	﹤0.01%	1453
2022 Q2	$1K	Sell	80 -118	-60%	-$1.81K	﹤0.01%	1647
2022 Q1	$3K	Hold	198	–	–	﹤0.01%	1429
2021 Q4	$3K	Buy	+198	New	+$3.71K	﹤0.01%	1439

Other funds holding MCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Marcus Corp (MCS) stake by 18% in Q2 2026, selling an estimated $1.48K and leaving 338 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

EverSource Wealth Advisors first reported a position in MCS in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.1K in Q2 2025. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

EverSource Wealth Advisors held 338 shares of Marcus Corp worth $7.93K as of Q2 2026.
EverSource Wealth Advisors sold 75 Marcus Corp shares in Q2 2026, an estimated $1.48K.
Marcus Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3045 holding.
EverSource Wealth Advisors first reported a position in Marcus Corp in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's Marcus Corp position peaked at $17.1K in Q2 2025.
139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

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