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EWA
EverSource Wealth Advisors’s
Minerals Technologies
MTX
Stock Holding History
EverSource Wealth Advisors’s Portfolio
MTX Stock Details
MTX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$37.7K
Buy
531
+49
+10%
+$3.37K
﹤0.01%
2092
2025
Q4
$29.4K
Sell
482
-428
-47%
-$25.4K
﹤0.01%
2129
2025
Q3
$56.5K
Buy
910
+314
+53%
+$19.2K
﹤0.01%
1614
2025
Q2
$32.8K
Buy
596
+514
+627%
+$29K
﹤0.01%
1921
2025
Q1
$5.21K
Sell
82
-6
-7%
-$428
﹤0.01%
2473
2024
Q4
$6.71K
Sell
88
-83
-49%
-$6.53K
﹤0.01%
2205
2024
Q3
$13.2K
Sell
171
-19
-10%
-$1.46K
﹤0.01%
1713
2024
Q2
$14.9K
Buy
190
+49
+35%
+$3.88K
﹤0.01%
1657
2024
Q1
$10.3K
Sell
141
-6
-4%
-$421
﹤0.01%
1678
2023
Q4
$10.5K
Buy
147
+60
+69%
+$3.56K
﹤0.01%
1539
2023
Q3
$4.76K
Sell
87
-87
-50%
-$4.96K
﹤0.01%
1724
2023
Q2
$10K
Hold
174
–
–
﹤0.01%
1435
2023
Q1
$10.5K
Hold
174
–
–
﹤0.01%
1332
2022
Q4
$10.6K
Sell
174
-47
-21%
-$2.66K
﹤0.01%
1314
2022
Q3
$11K
Buy
+221
New
+$13.4K
﹤0.01%
1104
Other funds holding MTX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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