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EverSource Wealth Advisors’s Smith-Midland SMID Stock Holding History

EverSource Wealth Advisors’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$155 – 4351
2025
Q1 		$155 Buy
+5
New +$184 ﹤0.01% 3745

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's SMID Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Smith-Midland (SMID) in Q2 2025, closing a stake of 5 shares — an estimated $155 sold.

EverSource Wealth Advisors first reported a position in SMID in Q1 2025 and held it in 1 quarter. The position peaked at $155 in Q1 2025. 55 funds tracked by Wall St. Rank hold SMID as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Smith-Midland position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5 Smith-Midland shares in Q2 2025, an estimated $155.
  • EverSource Wealth Advisors first reported a position in Smith-Midland in Q1 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Smith-Midland position peaked at $155 in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.