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EverSource Wealth Advisors’s O-I Glass OI Stock Holding History

EverSource Wealth Advisors’s Portfolio OI Stock Details OI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Sell
1,378
-9,660
-88% -$90.9K ﹤0.01% 2729
2026
Q1 		$116K Buy
11,038
+2,495
+29% +$34.3K ﹤0.01% 1345
2025
Q4 		$126K Buy
8,543
+7,104
+494% +$94K ﹤0.01% 1195
2025
Q3 		$18.7K Buy
1,439
+530
+58% +$7.23K ﹤0.01% 2405
2025
Q2 		$13.4K Buy
909
+358
+65% +$4.58K ﹤0.01% 2604
2025
Q1 		$6.32K Buy
551
+500
+980% +$5.69K ﹤0.01% 2383
2024
Q4 		$553 Sell
51
-314
-86% -$3.81K ﹤0.01% 3150
2024
Q3 		$4.79K Buy
365
+254
+229% +$3.04K ﹤0.01% 2240
2024
Q2 		$1.48K Sell
111
-625
-85% -$8.45K ﹤0.01% 2640
2024
Q1 		$11K Sell
736
-65
-8% -$1.03K ﹤0.01% 1640
2023
Q4 		$13.1K Buy
801
+39
+5% +$601 ﹤0.01% 1436
2023
Q3 		$12.7K Sell
762
-209
-22% -$4.21K ﹤0.01% 1325
2023
Q2 		$20.7K Hold
971
– – ﹤0.01% 1143
2023
Q1 		$22.1K Sell
971
-275
-22% -$5.77K ﹤0.01% 1047
2022
Q4 		$20.6K Hold
1,246
– – ﹤0.01% 1061
2022
Q3 		$17K Hold
1,246
– – ﹤0.01% 963
2022
Q2 		$18K Buy
1,246
+1,076
+633% +$15.5K ﹤0.01% 858
2022
Q1 		$2K Buy
+170
New +$2.22K ﹤0.01% 1555

Other funds holding OI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its O-I Glass (OI) stake by 88% in Q2 2026, selling an estimated $90.9K and leaving 1,378 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

EverSource Wealth Advisors first reported a position in OI in Q1 2022 and has held it in 18 quarters since. The position peaked at $126K in Q4 2025. 308 funds tracked by Wall St. Rank hold OI as of Q2 2026.

  • EverSource Wealth Advisors held 1,378 shares of O-I Glass worth $13.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,660 O-I Glass shares in Q2 2026, an estimated $90.9K.
  • O-I Glass made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2729 holding.
  • EverSource Wealth Advisors first reported a position in O-I Glass in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's O-I Glass position peaked at $126K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held O-I Glass as of Q2 2026.

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