EverSource Wealth Advisors’s Enpro NPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.1K	Buy	196 +27	+16%	+$6.76K	﹤0.01%	1900
2025 Q4	$36.2K	Buy	169 +11	+7%	+$2.43K	﹤0.01%	1976
2025 Q3	$35.7K	Sell	158 -34	-18%	-$7.34K	﹤0.01%	1952
2025 Q2	$36.8K	Buy	192 +51	+36%	+$8.72K	﹤0.01%	1826
2025 Q1	$22.8K	Buy	141 +30	+27%	+$5.39K	﹤0.01%	1625
2024 Q4	$19.1K	Sell	111 -1	-0.9%	-$169	﹤0.01%	1648
2024 Q3	$18.2K	Hold	112	–	–	﹤0.01%	1542
2024 Q2	$19.1K	Sell	112 -3	-3%	-$454	﹤0.01%	1523
2024 Q1	$17.3K	Buy	115 +31	+37%	+$4.81K	﹤0.01%	1432
2023 Q4	$13.2K	Hold	84	–	–	﹤0.01%	1435
2023 Q3	$10.2K	Hold	84	–	–	﹤0.01%	1416
2023 Q2	$11.2K	Hold	84	–	–	﹤0.01%	1388
2023 Q1	$8.73K	Sell	84 -59	-41%	-$6.46K	﹤0.01%	1422
2022 Q4	$15.6K	Hold	143	–	–	﹤0.01%	1154
2022 Q3	$12K	Sell	143 -57	-29%	-$5.18K	﹤0.01%	1074
2022 Q2	$16K	Buy	200 +106	+113%	+$9.88K	﹤0.01%	894
2022 Q1	$9K	Hold	94	–	–	﹤0.01%	1029
2021 Q4	$10K	Buy	+94	New	+$9.44K	﹤0.01%	968

Other funds holding NPO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Dimensional Fund Advisors

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return