EverSource Wealth Advisors’s ArcelorMittal MT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238K	Buy	4,580 +1,019	+29%	+$56.5K	0.01%	956
2025 Q4	$162K	Buy	3,561 +573	+19%	+$23.6K	0.01%	1055
2025 Q3	$108K	Buy	2,988 +566	+23%	+$19.1K	﹤0.01%	1238
2025 Q2	$76.5K	Buy	2,422 +1,765	+269%	+$52.2K	﹤0.01%	1354
2025 Q1	$19K	Buy	657 +126	+24%	+$3.48K	﹤0.01%	1716
2024 Q4	$12.3K	Sell	531 -188	-26%	-$4.63K	﹤0.01%	1888
2024 Q3	$18.9K	Sell	719 -182	-20%	-$4.17K	﹤0.01%	1525
2024 Q2	$20.6K	Sell	901 -58	-6%	-$1.48K	﹤0.01%	1493
2024 Q1	$24K	Sell	959 -169	-15%	-$4.55K	﹤0.01%	1275
2023 Q4	$32K	Buy	1,128 +517	+85%	+$12.7K	﹤0.01%	1065
2023 Q3	$15.3K	Buy	611 +395	+183%	+$10.5K	﹤0.01%	1231
2023 Q2	$5.91K	Buy	216 +67	+45%	+$1.84K	﹤0.01%	1661
2023 Q1	$4.49K	Sell	149 -41	-22%	-$1.22K	﹤0.01%	1680
2022 Q4	$4.98K	Sell	190 -248	-57%	-$6.08K	﹤0.01%	1601
2022 Q3	$9K	Sell	438 -9	-2%	-$206	﹤0.01%	1156
2022 Q2	$10K	Buy	447 +35	+8%	+$1.03K	﹤0.01%	1036
2022 Q1	$13K	Sell	412 -214	-34%	-$6.86K	﹤0.01%	878
2021 Q4	$20K	Buy	+626	New	+$19.4K	0.01%	686

Other funds holding MT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EverSource Wealth Advisors's MT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its ArcelorMittal (MT) stake by 29% in Q1 2026, buying an estimated $56.5K and bringing the position to 4,580 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #956.

EverSource Wealth Advisors first reported a position in MT in Q4 2021 and has held it in 18 quarters since. 298 funds tracked by Wall St. Rank hold MT as of Q1 2026.

EverSource Wealth Advisors held 4,580 shares of ArcelorMittal worth $238K as of Q1 2026.
EverSource Wealth Advisors bought 1,019 ArcelorMittal shares in Q1 2026, an estimated $56.5K.
ArcelorMittal made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #956 holding.
EverSource Wealth Advisors first reported a position in ArcelorMittal in Q4 2021 and has held it in 18 quarters since.
298 funds tracked by Wall St. Rank held ArcelorMittal as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.