EverSource Wealth Advisors’s Modiv Industrial MDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-12	Closed	-$209	–	4624
2026 Q2	$209	Sell	12 -23	-66%	-$395	﹤0.01%	4246
2026 Q1	$500	Buy	35 +11	+46%	+$163	﹤0.01%	4068
2025 Q4	$345	Sell	24 -59	-71%	-$859	﹤0.01%	3941
2025 Q3	$1.22K	Buy	+83	New	+$1.23K	﹤0.01%	3700

Other funds holding MDV

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Modiv Industrial (MDV) in Q3 2026, closing a stake of 12 shares — an estimated $209 sold.

EverSource Wealth Advisors first reported a position in MDV in Q3 2025 and held it in 4 quarters. The position peaked at $1.22K in Q3 2025. 2 funds tracked by Wall St. Rank hold MDV as of Q3 2026.

EverSource Wealth Advisors reported no remaining Modiv Industrial position as of Q3 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 12 Modiv Industrial shares in Q3 2026, an estimated $209.
EverSource Wealth Advisors first reported a position in Modiv Industrial in Q3 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Modiv Industrial position peaked at $1.22K in Q3 2025.
2 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2026.

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