EverSource Wealth Advisors’s Adams Natural Resources Fund PEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.3K	Hold	1,873	–	–	﹤0.01%	1825
2026 Q1	$52.1K	Hold	1,873	–	–	﹤0.01%	1847
2025 Q4	$40.7K	Hold	1,873	–	–	﹤0.01%	1889
2025 Q3	$40.3K	Hold	1,873	–	–	﹤0.01%	1855
2025 Q2	$40K	Hold	1,873	–	–	﹤0.01%	1768
2025 Q1	$42.7K	Sell	1,873 -165	-8%	-$3.7K	﹤0.01%	1307
2024 Q4	$44.3K	Sell	2,038 -80	-4%	-$1.82K	﹤0.01%	1245
2024 Q3	$47.3K	Hold	2,118	–	–	﹤0.01%	1097
2024 Q2	$49.7K	Hold	2,118	–	–	﹤0.01%	1095
2024 Q1	$47.1K	Hold	2,118	–	–	﹤0.01%	1008
2023 Q4	$42K	Hold	2,118	–	–	﹤0.01%	965
2023 Q3	$47.1K	Hold	2,118	–	–	0.01%	835
2023 Q2	$42.4K	Hold	2,118	–	–	﹤0.01%	900
2023 Q1	$41.9K	Hold	2,118	–	–	0.01%	850
2022 Q4	$44.4K	Buy	+2,118	New	+$45.5K	0.01%	805

Other funds holding PEO

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return

IFO

Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

EverSource Wealth Advisors held its Adams Natural Resources Fund (PEO) position steady in Q2 2026 at 1,873 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

EverSource Wealth Advisors first reported a position in PEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.1K in Q1 2026. 99 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

EverSource Wealth Advisors held 1,873 shares of Adams Natural Resources Fund worth $46.3K as of Q2 2026.
EverSource Wealth Advisors left its Adams Natural Resources Fund share count unchanged in Q2 2026.
Adams Natural Resources Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1825 holding.
EverSource Wealth Advisors first reported a position in Adams Natural Resources Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Adams Natural Resources Fund position peaked at $52.1K in Q1 2026.
99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

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