EWA
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EverSource Wealth Advisors’s Transcat TRNS Stock Holding History

EverSource Wealth Advisors’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.24K Buy
78
+50
+179% +$4.08K ﹤0.01% 3094
2026
Q1 		$2.06K Buy
28
+14
+100% +$986 ﹤0.01% 3633
2025
Q4 		$794 Buy
14
+11
+367% +$686 ﹤0.01% 3767
2025
Q3 		$220 Sell
3
-20
-87% -$1.61K ﹤0.01% 4091
2025
Q2 		$1.98K Buy
23
+20
+667% +$1.63K ﹤0.01% 3513
2025
Q1 		$223 Hold
3
– – ﹤0.01% 3686
2024
Q4 		$317 Buy
+3
New +$333 ﹤0.01% 3330

Other funds holding TRNS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Transcat (TRNS) stake by 179% in Q2 2026, buying an estimated $4.08K and bringing the position to 78 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

EverSource Wealth Advisors first reported a position in TRNS in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold TRNS as of Q2 2026.

  • EverSource Wealth Advisors held 78 shares of Transcat worth $7.24K as of Q2 2026.
  • EverSource Wealth Advisors bought 50 Transcat shares in Q2 2026, an estimated $4.08K.
  • Transcat made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3094 holding.
  • EverSource Wealth Advisors first reported a position in Transcat in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Transcat as of Q2 2026.

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