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EverSource Wealth Advisors’s Miller Industries MLR Stock Holding History

EverSource Wealth Advisors’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5K Sell
381
-51
-12% -$2.45K ﹤0.01% 2448
2026
Q1 		$19.7K Sell
432
-280
-39% -$12K ﹤0.01% 2516
2025
Q4 		$26.6K Sell
712
-304
-30% -$11.8K ﹤0.01% 2197
2025
Q3 		$41.1K Buy
1,016
+192
+23% +$8.09K ﹤0.01% 1845
2025
Q2 		$36.6K Buy
824
+329
+66% +$14.3K ﹤0.01% 1832
2025
Q1 		$21K Buy
495
+16
+3% +$930 ﹤0.01% 1663
2024
Q4 		$31.3K Sell
479
-24
-5% -$1.63K ﹤0.01% 1393
2024
Q3 		$30.7K Sell
503
-39
-7% -$2.34K ﹤0.01% 1272
2024
Q2 		$36.8K Sell
542
-55
-9% -$3.02K ﹤0.01% 1242
2024
Q1 		$29.1K Hold
597
– – ﹤0.01% 1195
2023
Q4 		$25.2K Sell
597
-64
-10% -$2.52K ﹤0.01% 1139
2023
Q3 		$25.9K Hold
661
– – ﹤0.01% 1035
2023
Q2 		$23.4K Hold
661
– – ﹤0.01% 1091
2023
Q1 		$23.4K Hold
661
– – ﹤0.01% 1017
2022
Q4 		$17.6K Sell
661
-111
-14% -$2.84K ﹤0.01% 1102
2022
Q3 		$16K Buy
+772
New +$17.8K ﹤0.01% 981
2022
Q2 		– Sell
-143
Closed -$4K – 1825
2022
Q1 		$4K Buy
+143
New +$4.4K ﹤0.01% 1349

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Miller Industries (MLR) stake by 12% in Q2 2026, selling an estimated $2.45K and leaving 381 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

EverSource Wealth Advisors first reported a position in MLR in Q1 2022 and has held it in 17 quarters since. The position peaked at $41.1K in Q3 2025. 147 funds tracked by Wall St. Rank hold MLR as of Q2 2026.

  • EverSource Wealth Advisors held 381 shares of Miller Industries worth $19.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 51 Miller Industries shares in Q2 2026, an estimated $2.45K.
  • Miller Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2448 holding.
  • EverSource Wealth Advisors first reported a position in Miller Industries in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Miller Industries position peaked at $41.1K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Miller Industries as of Q2 2026.

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