EWA
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EverSource Wealth Advisors’s Valhi VHI Stock Holding History

EverSource Wealth Advisors’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74 Buy
5
+2
+67% +$28 ﹤0.01% 4331
2026
Q1 		$43 Hold
3
– – ﹤0.01% 4328
2025
Q4 		$36 Sell
3
-2
-40% -$27 ﹤0.01% 4200
2025
Q3 		$79 Buy
5
+3
+150% +$50 ﹤0.01% 4222
2025
Q2 		$32 Buy
2
+1
+100% +$16 ﹤0.01% 4211
2025
Q1 		$16 Buy
+1
New +$20 ﹤0.01% 3978

Other funds holding VHI

BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Valhi (VHI) stake by 67% in Q2 2026, buying an estimated $28 and bringing the position to 5 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #4331.

EverSource Wealth Advisors first reported a position in VHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $79 in Q3 2025. 59 funds tracked by Wall St. Rank hold VHI as of Q2 2026.

  • EverSource Wealth Advisors held 5 shares of Valhi worth $74 as of Q2 2026.
  • EverSource Wealth Advisors bought 2 Valhi shares in Q2 2026, an estimated $28.
  • Valhi made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4331 holding.
  • EverSource Wealth Advisors first reported a position in Valhi in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Valhi position peaked at $79 in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Valhi as of Q2 2026.

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