EverSource Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474	Buy	27 +11	+69%	+$200	﹤0.01%	4140
2026 Q1	$295	Buy	16 +8	+100%	+$179	﹤0.01%	4150
2025 Q4	$194	Sell	8 -119	-94%	-$2.9K	﹤0.01%	4029
2025 Q3	$3.07K	Buy	127 +29	+30%	+$841	﹤0.01%	3360
2025 Q2	$2.94K	Sell	98 -105	-52%	-$3.12K	﹤0.01%	3358
2025 Q1	$5.96K	Buy	+203	New	+$6.79K	﹤0.01%	2413
2024 Q4	–	Sell	-19	Closed	-$1.58K	–	3787
2024 Q3	$1.58K	Hold	19	–	–	﹤0.01%	2608
2024 Q2	$1.55K	Hold	19	–	–	﹤0.01%	2629
2024 Q1	$1.49K	Hold	19	–	–	﹤0.01%	2464
2023 Q4	$1.87K	Hold	19	–	–	﹤0.01%	2189
2023 Q3	$2K	Hold	19	–	–	﹤0.01%	2003
2023 Q2	$2.02K	Hold	19	–	–	﹤0.01%	2026
2023 Q1	$1.84K	Sell	19 -32	-63%	-$3.13K	﹤0.01%	1957
2022 Q4	$5.43K	Hold	51	–	–	﹤0.01%	1565
2022 Q3	$5K	Hold	51	–	–	﹤0.01%	1379
2022 Q2	$5K	Hold	51	–	–	﹤0.01%	1270
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	1348
2021 Q4	$4K	Buy	+51	New	+$3.85K	﹤0.01%	1344

Other funds holding MGPI

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its MGP Ingredients (MGPI) stake by 69% in Q2 2026, buying an estimated $200 and bringing the position to 27 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

EverSource Wealth Advisors first reported a position in MGPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.96K in Q1 2025. 149 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

EverSource Wealth Advisors held 27 shares of MGP Ingredients worth $474 as of Q2 2026.
EverSource Wealth Advisors bought 11 MGP Ingredients shares in Q2 2026, an estimated $200.
MGP Ingredients made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4140 holding.
EverSource Wealth Advisors first reported a position in MGP Ingredients in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's MGP Ingredients position peaked at $5.96K in Q1 2025.
149 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

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