EverSource Wealth Advisors
MTUS icon

EverSource Wealth Advisors’s Metallus MTUS Stock Holding History

EverSource Wealth Advisors’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7K Sell
91
-1,020
-92% -$19.2K ﹤0.01% 3786
2026
Q1 		$18.2K Buy
1,111
+12
+1% +$220 ﹤0.01% 2566
2025
Q4 		$18.9K Sell
1,099
-121
-10% -$2.07K ﹤0.01% 2426
2025
Q3 		$20.2K Sell
1,220
-39
-3% -$636 ﹤0.01% 2346
2025
Q2 		$19.4K Buy
1,259
+1,182
+1,535% +$15.7K ﹤0.01% 2311
2025
Q1 		$1.03K Sell
77
-99
-56% -$1.44K ﹤0.01% 3219
2024
Q4 		$2.49K Buy
176
+56
+47% +$846 ﹤0.01% 2634
2024
Q3 		$1.78K Hold
120
– – ﹤0.01% 2578
2024
Q2 		$2.69K Hold
120
– – ﹤0.01% 2454
2024
Q1 		$2.47K Hold
120
– – ﹤0.01% 2316
2023
Q4 		$2.81K Sell
120
-86
-42% -$1.8K ﹤0.01% 2079
2023
Q3 		$4.47K Hold
206
– – ﹤0.01% 1743
2023
Q2 		$4.44K Hold
206
– – ﹤0.01% 1777
2023
Q1 		$3.78K Sell
206
-285
-58% -$5.32K ﹤0.01% 1734
2022
Q4 		$8.92K Hold
491
– – ﹤0.01% 1372
2022
Q3 		$7K Hold
491
– – ﹤0.01% 1266
2022
Q2 		$10K Hold
491
– – ﹤0.01% 1047
2022
Q1 		$11K Hold
491
– – ﹤0.01% 953
2021
Q4 		$8K Buy
+491
New +$7.15K ﹤0.01% 1075

Other funds holding MTUS

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Metallus (MTUS) stake by 92% in Q2 2026, selling an estimated $19.2K and leaving 91 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3786.

EverSource Wealth Advisors first reported a position in MTUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.2K in Q3 2025. 202 funds tracked by Wall St. Rank hold MTUS as of Q2 2026.

  • EverSource Wealth Advisors held 91 shares of Metallus worth $1.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,020 Metallus shares in Q2 2026, an estimated $19.2K.
  • Metallus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3786 holding.
  • EverSource Wealth Advisors first reported a position in Metallus in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Metallus position peaked at $20.2K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Metallus as of Q2 2026.

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