EverSource Wealth Advisors’s Manitowoc MTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31K	Sell	166 -110	-40%	-$1.4K	﹤0.01%	3670
2026 Q1	$3.22K	Buy	276 +27	+11%	+$362	﹤0.01%	3466
2025 Q4	$2.98K	Sell	249 -45	-15%	-$512	﹤0.01%	3340
2025 Q3	$2.94K	Sell	294 -286	-49%	-$3.18K	﹤0.01%	3383
2025 Q2	$6.97K	Buy	+580	New	+$5.69K	﹤0.01%	3012
2023 Q1	–	Sell	-216	Closed	-$1.98K	–	2474
2022 Q4	$1.98K	Buy	+216	New	+$1.97K	﹤0.01%	1913

Other funds holding MTW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

IES Holdings Houston, Texas $311M AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Manitowoc (MTW) stake by 40% in Q2 2026, selling an estimated $1.4K and leaving 166 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

EverSource Wealth Advisors first reported a position in MTW in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.97K in Q2 2025. 165 funds tracked by Wall St. Rank hold MTW as of Q2 2026.

EverSource Wealth Advisors held 166 shares of Manitowoc worth $2.31K as of Q2 2026.
EverSource Wealth Advisors sold 110 Manitowoc shares in Q2 2026, an estimated $1.4K.
Manitowoc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3670 holding.
EverSource Wealth Advisors first reported a position in Manitowoc in Q4 2022 and has held it in 6 quarters since.
EverSource Wealth Advisors's Manitowoc position peaked at $6.97K in Q2 2025.
165 funds tracked by Wall St. Rank held Manitowoc as of Q2 2026.

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