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EverSource Wealth Advisors’s M-tron Industries MPTI Stock Holding History

EverSource Wealth Advisors’s Portfolio MPTI Stock Details MPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99 Hold
1
– – ﹤0.01% 4308
2026
Q1 		$67 Hold
1
– – ﹤0.01% 4304
2025
Q4 		$53 Hold
1
– – ﹤0.01% 4166
2025
Q3 		$55 Buy
+1
New +$45 ﹤0.01% 4247

Other funds holding MPTI

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
QFMHK
Q Fund Management (Hong Kong) Hong Kong $110M AUM 1,372.85% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

EverSource Wealth Advisors held its M-tron Industries (MPTI) position steady in Q2 2026 at 1 share worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #4308.

EverSource Wealth Advisors first reported a position in MPTI in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold MPTI as of Q2 2026.

  • EverSource Wealth Advisors held 1 share of M-tron Industries worth $99 as of Q2 2026.
  • EverSource Wealth Advisors left its M-tron Industries share count unchanged in Q2 2026.
  • M-tron Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4308 holding.
  • EverSource Wealth Advisors first reported a position in M-tron Industries in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held M-tron Industries as of Q2 2026.

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