EverSource Wealth Advisors’s Stoneridge SRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82K	Sell	385 -21	-5%	-$144	﹤0.01%	3572
2026 Q1	$1.96K	Sell	406 -10	-2%	-$69	﹤0.01%	3647
2025 Q4	$2.41K	Sell	416 -38	-8%	-$239	﹤0.01%	3431
2025 Q3	$3.46K	Sell	454 -599	-57%	-$4.75K	﹤0.01%	3308
2025 Q2	$7.41K	Buy	1,053 +725	+221%	+$3.55K	﹤0.01%	2982
2025 Q1	$1.51K	Sell	328 -864	-72%	-$4.39K	﹤0.01%	3066
2024 Q4	$7.47K	Buy	+1,192	New	+$9.16K	﹤0.01%	2152
2024 Q2	–	Sell	-104	Closed	-$1.56K	–	3139
2024 Q1	$1.56K	Buy	+104	New	+$1.85K	﹤0.01%	2455
2022 Q1	–	Sell	-110	Closed	-$2K	–	1836
2021 Q4	$2K	Buy	+110	New	+$2.33K	﹤0.01%	1623

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Stoneridge (SRI) stake by 5.2% in Q2 2026, selling an estimated $144 and leaving 385 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

EverSource Wealth Advisors first reported a position in SRI in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.47K in Q4 2024. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

EverSource Wealth Advisors held 385 shares of Stoneridge worth $2.82K as of Q2 2026.
EverSource Wealth Advisors sold 21 Stoneridge shares in Q2 2026, an estimated $144.
Stoneridge made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3572 holding.
EverSource Wealth Advisors first reported a position in Stoneridge in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's Stoneridge position peaked at $7.47K in Q4 2024.
112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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