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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
Q2 		$3.88K Buy
38
+17
+81% +$1.36K ﹤0.01% 3411
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors increased its Oil-Dri (ODC) stake by 81% in Q2 2026, buying an estimated $1.36K and bringing the position to 38 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

EverSource Wealth Advisors first reported a position in ODC in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.26K in Q2 2025. 162 funds tracked by Wall St. Rank hold ODC as of Q2 2026.

  • EverSource Wealth Advisors held 38 shares of Oil-Dri worth $3.88K as of Q2 2026.
  • EverSource Wealth Advisors bought 17 Oil-Dri shares in Q2 2026, an estimated $1.36K.
  • Oil-Dri made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3411 holding.
  • EverSource Wealth Advisors first reported a position in Oil-Dri in Q3 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Oil-Dri position peaked at $9.26K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Oil-Dri as of Q2 2026.

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