EverSource Wealth Advisors’s Oil-Dri ODC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37K	Buy	21 +2	+11%	+$122	﹤0.01%	3762
2025 Q4	$930	Sell	19 -1	-5%	-$55	﹤0.01%	3725
2025 Q3	$1.22K	Sell	20 -137	-87%	-$8.32K	﹤0.01%	3698
2025 Q2	$9.26K	Buy	157 +145	+1,208%	+$7.04K	﹤0.01%	2860
2025 Q1	$551	Sell	12 -2	-14%	-$88	﹤0.01%	3422
2024 Q4	$613	Buy	+14	New	+$513	﹤0.01%	3118
2024 Q2	–	Sell	-34	Closed	-$1.18K	–	3120
2024 Q1	$1.18K	Hold	34	–	–	﹤0.01%	2533
2023 Q4	$1.14K	Hold	34	–	–	﹤0.01%	2359
2023 Q3	$1.05K	Buy	+34	New	+$1.09K	﹤0.01%	2188

Other funds holding ODC

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's ODC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Oil-Dri (ODC) stake by 11% in Q1 2026, buying an estimated $122 and bringing the position to 21 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

EverSource Wealth Advisors first reported a position in ODC in Q3 2023 and has held it in 9 quarters since. The position peaked at $9.26K in Q2 2025. 140 funds tracked by Wall St. Rank hold ODC as of Q1 2026.

EverSource Wealth Advisors held 21 shares of Oil-Dri worth $1.37K as of Q1 2026.
EverSource Wealth Advisors bought 2 Oil-Dri shares in Q1 2026, an estimated $122.
Oil-Dri made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3762 holding.
EverSource Wealth Advisors first reported a position in Oil-Dri in Q3 2023 and has held it in 9 quarters since.
EverSource Wealth Advisors's Oil-Dri position peaked at $9.26K in Q2 2025.
140 funds tracked by Wall St. Rank held Oil-Dri as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.