EverSource Wealth Advisors’s Mistras Group MG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$768	Sell	44 -23	-34%	-$409	﹤0.01%	4044
2026 Q1	$990	Buy	67 +9	+16%	+$130	﹤0.01%	3856
2025 Q4	$734	Sell	58 -118	-67%	-$1.33K	﹤0.01%	3786
2025 Q3	$1.73K	Sell	176 -10	-5%	-$89	﹤0.01%	3565
2025 Q2	$1.49K	Buy	186 +106	+133%	+$892	﹤0.01%	3603
2025 Q1	$846	Buy	80 +42	+111%	+$415	﹤0.01%	3287
2024 Q4	$344	Buy	+38	New	+$374	﹤0.01%	3307

Other funds holding MG

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $118M AUM

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

IES Holdings Houston, Texas $311M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its Mistras Group (MG) stake by 34% in Q2 2026, selling an estimated $409 and leaving 44 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

EverSource Wealth Advisors first reported a position in MG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73K in Q3 2025. 138 funds tracked by Wall St. Rank hold MG as of Q2 2026.

EverSource Wealth Advisors held 44 shares of Mistras Group worth $768 as of Q2 2026.
EverSource Wealth Advisors sold 23 Mistras Group shares in Q2 2026, an estimated $409.
Mistras Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4044 holding.
EverSource Wealth Advisors first reported a position in Mistras Group in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Mistras Group position peaked at $1.73K in Q3 2025.
138 funds tracked by Wall St. Rank held Mistras Group as of Q2 2026.

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