EverSource Wealth Advisors’s United States Lime & Minerals USLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77K	Sell	36 -65	-64%	-$7.55K	﹤0.01%	3424
2026 Q1	$13.2K	Sell	101 -25	-20%	-$3K	﹤0.01%	2767
2025 Q4	$15.1K	Sell	126 -1	-0.8%	-$124	﹤0.01%	2570
2025 Q3	$16.7K	Buy	127 +8	+7%	+$924	﹤0.01%	2489
2025 Q2	$11.9K	Buy	119 +118	+11,800%	+$11.5K	﹤0.01%	2693
2025 Q1	$88	Sell	1 -4	-80%	-$416	﹤0.01%	3846
2024 Q4	$664	Buy	+5	New	+$634	﹤0.01%	3098

Other funds holding USLM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its United States Lime & Minerals (USLM) stake by 64% in Q2 2026, selling an estimated $7.55K and leaving 36 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

EverSource Wealth Advisors first reported a position in USLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.7K in Q3 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

EverSource Wealth Advisors held 36 shares of United States Lime & Minerals worth $3.77K as of Q2 2026.
EverSource Wealth Advisors sold 65 United States Lime & Minerals shares in Q2 2026, an estimated $7.55K.
United States Lime & Minerals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3424 holding.
EverSource Wealth Advisors first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's United States Lime & Minerals position peaked at $16.7K in Q3 2025.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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