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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
Q2 		$20.8K Sell
281
-250
-47% -$18.9K ﹤0.01% 2401
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

EverSource Wealth Advisors reduced its Minerals Technologies (MTX) stake by 47% in Q2 2026, selling an estimated $18.9K and leaving 281 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

EverSource Wealth Advisors first reported a position in MTX in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.5K in Q3 2025. 293 funds tracked by Wall St. Rank hold MTX as of Q2 2026.

  • EverSource Wealth Advisors held 281 shares of Minerals Technologies worth $20.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 250 Minerals Technologies shares in Q2 2026, an estimated $18.9K.
  • Minerals Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2401 holding.
  • EverSource Wealth Advisors first reported a position in Minerals Technologies in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Minerals Technologies position peaked at $56.5K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2026.

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