EverSource Wealth Advisors’s Steelcase SCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,209	Closed	-$38K	–	4418
2025 Q3	$38K	Sell	2,209 -1,337	-38%	-$19.3K	﹤0.01%	1909
2025 Q2	$37K	Buy	3,546 +3,289	+1,280%	+$33.9K	﹤0.01%	1819
2025 Q1	$2.82K	Buy	257 +178	+225%	+$2.05K	﹤0.01%	2767
2024 Q4	$934	Buy	+79	New	+$1.02K	﹤0.01%	2990

Other funds holding SCS

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's SCS Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Steelcase (SCS) in Q4 2025, closing a stake of 2,209 shares — an estimated $38K sold.

EverSource Wealth Advisors first reported a position in SCS in Q4 2024 and held it in 4 quarters. The position peaked at $38K in Q3 2025. 3 funds tracked by Wall St. Rank hold SCS as of Q4 2025.

EverSource Wealth Advisors reported no remaining Steelcase position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 2,209 Steelcase shares in Q4 2025, an estimated $38K.
EverSource Wealth Advisors first reported a position in Steelcase in Q4 2024 and held it in 4 quarters.
EverSource Wealth Advisors's Steelcase position peaked at $38K in Q3 2025.
3 funds tracked by Wall St. Rank held Steelcase as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.