EWA
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EverSource Wealth Advisors’s OR Royalties Inc OR Stock Holding History

EverSource Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.7K Sell
2,869
-1,670
-37% -$61.6K ﹤0.01% 1437
2026
Q1 		$173K Buy
4,539
+2,209
+95% +$90.7K 0.01% 1127
2025
Q4 		$82.5K Buy
2,330
+225
+11% +$7.88K ﹤0.01% 1419
2025
Q3 		$84.4K Buy
2,105
+151
+8% +$4.71K ﹤0.01% 1376
2025
Q2 		$50.2K Buy
1,954
+14
+0.7% +$337 ﹤0.01% 1610
2025
Q1 		$41K Sell
1,940
-32
-2% -$615 ﹤0.01% 1327
2024
Q4 		$35.7K Sell
1,972
-376
-16% -$7.31K ﹤0.01% 1339
2024
Q3 		$43.5K Buy
2,348
+359
+18% +$6.21K ﹤0.01% 1127
2024
Q2 		$34.9K Buy
1,989
+344
+21% +$5.57K ﹤0.01% 1261
2024
Q1 		$25.3K Buy
1,645
+916
+126% +$13.5K ﹤0.01% 1253
2023
Q4 		$10.4K Buy
729
+644
+758% +$8.44K ﹤0.01% 1543
2023
Q3 		$999 Buy
85
+53
+166% +$724 ﹤0.01% 2221
2023
Q2 		$492 Buy
+32
New +$518 ﹤0.01% 2360
2023
Q1 		– Sell
-69
Closed -$833 – 2488
2022
Q4 		$833 Buy
+69
New +$799 ﹤0.01% 2136

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its OR Royalties Inc (OR) stake by 37% in Q2 2026, selling an estimated $61.6K and leaving 2,869 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

EverSource Wealth Advisors first reported a position in OR in Q4 2022 and has held it in 14 quarters since. The position peaked at $173K in Q1 2026. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • EverSource Wealth Advisors held 2,869 shares of OR Royalties Inc worth $90.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,670 OR Royalties Inc shares in Q2 2026, an estimated $61.6K.
  • OR Royalties Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1437 holding.
  • EverSource Wealth Advisors first reported a position in OR Royalties Inc in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's OR Royalties Inc position peaked at $173K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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