EverSource Wealth Advisors’s One Liberty Properties OLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1K	Sell	86 -752	-90%	-$17.6K	﹤0.01%	3705
2026 Q1	$18K	Buy	838 +42	+5%	+$933	﹤0.01%	2572
2025 Q4	$16.2K	Buy	796 +155	+24%	+$3.2K	﹤0.01%	2526
2025 Q3	$14.2K	Buy	641 +129	+25%	+$2.98K	﹤0.01%	2607
2025 Q2	$12.2K	Buy	512 +425	+489%	+$10.4K	﹤0.01%	2672
2025 Q1	$2.29K	Buy	87 +15	+21%	+$392	﹤0.01%	2864
2024 Q4	$1.96K	Hold	72	–	–	﹤0.01%	2714
2024 Q3	$1.98K	Hold	72	–	–	﹤0.01%	2554
2024 Q2	$1.9K	Hold	72	–	–	﹤0.01%	2566
2024 Q1	$1.65K	Hold	72	–	–	﹤0.01%	2440
2023 Q4	$1.58K	Sell	72 -51	-41%	-$1.02K	﹤0.01%	2249
2023 Q3	$2.32K	Buy	+123	New	+$2.45K	﹤0.01%	1962
2023 Q2	–	Sell	-173	Closed	-$3.97K	–	2572
2023 Q1	$3.97K	Sell	173 -39	-18%	-$898	﹤0.01%	1723
2022 Q4	$4.71K	Buy	212 +39	+23%	+$893	﹤0.01%	1629
2022 Q3	$4K	Buy	+173	New	+$4.38K	﹤0.01%	1461

Other funds holding OLP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its One Liberty Properties (OLP) stake by 90% in Q2 2026, selling an estimated $17.6K and leaving 86 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

EverSource Wealth Advisors first reported a position in OLP in Q3 2022 and has held it in 15 quarters since. The position peaked at $18K in Q1 2026. 136 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

EverSource Wealth Advisors held 86 shares of One Liberty Properties worth $2.1K as of Q2 2026.
EverSource Wealth Advisors sold 752 One Liberty Properties shares in Q2 2026, an estimated $17.6K.
One Liberty Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3705 holding.
EverSource Wealth Advisors first reported a position in One Liberty Properties in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's One Liberty Properties position peaked at $18K in Q1 2026.
136 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

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