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EverSource Wealth Advisors’s Taylor Devices TAYD Stock Holding History

EverSource Wealth Advisors’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$98 – 4439
2025
Q3 		$98 Sell
2
-4
-67% -$185 ﹤0.01% 4205
2025
Q2 		$260 Hold
6
– – ﹤0.01% 4021
2025
Q1 		$194 Buy
+6
New +$197 ﹤0.01% 3710

Other funds holding TAYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Taylor Devices (TAYD) in Q4 2025, closing a stake of 2 shares — an estimated $98 sold.

EverSource Wealth Advisors first reported a position in TAYD in Q1 2025 and held it in 3 quarters. The position peaked at $260 in Q2 2025. 52 funds tracked by Wall St. Rank hold TAYD as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Taylor Devices position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2 Taylor Devices shares in Q4 2025, an estimated $98.
  • EverSource Wealth Advisors first reported a position in Taylor Devices in Q1 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Taylor Devices position peaked at $260 in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2025.

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