EverSource Wealth Advisors’s Quipt Home Medical QIPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$9	–	4443
2025 Q2	$9	Sell	5 -3	-38%	-$6	﹤0.01%	4233
2025 Q1	$19	Buy	+8	New	+$22	﹤0.01%	3969

Other funds holding QIPT

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's QIPT Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Quipt Home Medical (QIPT) in Q3 2025, closing a stake of 5 shares — an estimated $9 sold.

EverSource Wealth Advisors first reported a position in QIPT in Q1 2025 and held it in 2 quarters. The position peaked at $19 in Q1 2025. 60 funds tracked by Wall St. Rank hold QIPT as of Q3 2025.

EverSource Wealth Advisors reported no remaining Quipt Home Medical position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 5 Quipt Home Medical shares in Q3 2025, an estimated $9.
EverSource Wealth Advisors first reported a position in Quipt Home Medical in Q1 2025 and held it in 2 quarters.
EverSource Wealth Advisors's Quipt Home Medical position peaked at $19 in Q1 2025.
60 funds tracked by Wall St. Rank held Quipt Home Medical as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.