EWA
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EverSource Wealth Advisors’s Ternium TX Stock Holding History

EverSource Wealth Advisors’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4K Sell
291
-614
-68% -$27.7K ﹤0.01% 2774
2026
Q1 		$36.3K Buy
905
+201
+29% +$8.33K ﹤0.01% 2121
2025
Q4 		$26.9K Buy
704
+232
+49% +$8.52K ﹤0.01% 2191
2025
Q3 		$16.4K Sell
472
-13
-3% -$426 ﹤0.01% 2505
2025
Q2 		$14.6K Buy
485
+279
+135% +$7.99K ﹤0.01% 2551
2025
Q1 		$6.42K Sell
206
-63
-23% -$1.91K ﹤0.01% 2369
2024
Q4 		$7.82K Sell
269
-640
-70% -$21.4K ﹤0.01% 2132
2024
Q3 		$33.6K Sell
909
-760
-46% -$26.5K ﹤0.01% 1243
2024
Q2 		$57.9K Sell
1,669
-75
-4% -$3.1K ﹤0.01% 1021
2024
Q1 		$73.4K Sell
1,744
-15
-0.9% -$595 0.01% 830
2023
Q4 		$74.7K Buy
1,759
+287
+19% +$11.1K 0.01% 746
2023
Q3 		$58.7K Buy
1,472
+30
+2% +$1.24K 0.01% 752
2023
Q2 		$57.2K Sell
1,442
-135
-9% -$5.44K 0.01% 791
2023
Q1 		$65.1K Buy
1,577
+112
+8% +$4.4K 0.01% 686
2022
Q4 		$44.8K Buy
+1,465
New +$43.8K 0.01% 802
2022
Q3 		– Sell
-1,390
Closed -$50K – 2142
2022
Q2 		$50K Buy
+1,390
New +$59.1K 0.01% 632

Other funds holding TX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Ternium (TX) stake by 68% in Q2 2026, selling an estimated $27.7K and leaving 291 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

EverSource Wealth Advisors first reported a position in TX in Q2 2022 and has held it in 16 quarters since. The position peaked at $74.7K in Q4 2023. 162 funds tracked by Wall St. Rank hold TX as of Q2 2026.

  • EverSource Wealth Advisors held 291 shares of Ternium worth $12.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 614 Ternium shares in Q2 2026, an estimated $27.7K.
  • Ternium made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2774 holding.
  • EverSource Wealth Advisors first reported a position in Ternium in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Ternium position peaked at $74.7K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Ternium as of Q2 2026.

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