EWA
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EverSource Wealth Advisors’s MYR Group MYRG Stock Holding History

EverSource Wealth Advisors’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.6K Buy
48
+1
+2% +$260 ﹤0.01% 2752
2025
Q4 		$10.3K Buy
47
+7
+18% +$1.52K ﹤0.01% 2782
2025
Q3 		$8.32K Hold
40
– – ﹤0.01% 2914
2025
Q2 		$7.26K Buy
40
+20
+100% +$2.94K ﹤0.01% 2992
2025
Q1 		$2.26K Buy
20
+18
+900% +$2.39K ﹤0.01% 2871
2024
Q4 		$298 Buy
+2
New +$280 ﹤0.01% 3346
2022
Q4 		– Sell
-40
Closed -$3K – 2384
2022
Q3 		$3K Hold
40
– – ﹤0.01% 1558
2022
Q2 		$3K Hold
40
– – ﹤0.01% 1411
2022
Q1 		$3K Sell
40
-24
-38% -$2.28K ﹤0.01% 1430
2021
Q4 		$7K Buy
+64
New +$6.95K ﹤0.01% 1122

Other funds holding MYRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return