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
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 $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

EverSource Wealth Advisors's VHI Position: Q1 2026 in Review

EverSource Wealth Advisors held its Valhi (VHI) position steady in Q1 2026 at 3 shares worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

EverSource Wealth Advisors first reported a position in VHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $79 in Q3 2025. 63 funds tracked by Wall St. Rank hold VHI as of Q1 2026.

  • EverSource Wealth Advisors held 3 shares of Valhi worth $43 as of Q1 2026.
  • EverSource Wealth Advisors left its Valhi share count unchanged in Q1 2026.
  • Valhi made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4328 holding.
  • EverSource Wealth Advisors first reported a position in Valhi in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Valhi position peaked at $79 in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Valhi as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.