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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Metallus (MTUS) stake by 1.1% in Q1 2026, buying an estimated $220 and bringing the position to 1,111 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

EverSource Wealth Advisors first reported a position in MTUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.2K in Q3 2025. 204 funds tracked by Wall St. Rank hold MTUS as of Q1 2026.

EverSource Wealth Advisors held 1,111 shares of Metallus worth $18.2K as of Q1 2026.
EverSource Wealth Advisors bought 12 Metallus shares in Q1 2026, an estimated $220.
Metallus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2566 holding.
EverSource Wealth Advisors first reported a position in Metallus in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Metallus position peaked at $20.2K in Q3 2025.
204 funds tracked by Wall St. Rank held Metallus as of Q1 2026.

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