EWA
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EverSource Wealth Advisors’s Vulcan Materials VMC Stock Holding History

EverSource Wealth Advisors’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Sell
1,253
-61
-5% -$17.5K 0.01% 702
2026
Q1 		$358K Buy
1,314
+14
+1% +$4.12K 0.01% 760
2025
Q4 		$371K Sell
1,300
-130
-9% -$38.1K 0.01% 651
2025
Q3 		$440K Buy
1,430
+59
+4% +$16.8K 0.02% 546
2025
Q2 		$358K Buy
1,371
+404
+42% +$104K 0.02% 586
2025
Q1 		$226K Buy
967
+246
+34% +$62.5K 0.01% 614
2024
Q4 		$185K Sell
721
-19
-3% -$5.11K 0.01% 684
2024
Q3 		$185K Buy
740
+8
+1% +$1.99K 0.01% 585
2024
Q2 		$201K Buy
732
+4
+0.5% +$1.03K 0.01% 555
2024
Q1 		$188K Buy
728
+10
+1% +$2.46K 0.01% 512
2023
Q4 		$163K Buy
718
+11
+2% +$2.33K 0.01% 486
2023
Q3 		$143K Sell
707
-8
-1% -$1.74K 0.02% 476
2023
Q2 		$161K Sell
715
-5
-0.7% -$958 0.02% 446
2023
Q1 		$124K Buy
720
+444
+161% +$78.8K 0.02% 477
2022
Q4 		$48.3K Sell
276
-84
-23% -$14.4K 0.01% 774
2022
Q3 		$57K Sell
360
-100
-22% -$16.2K 0.01% 603
2022
Q2 		$66K Buy
460
+47
+11% +$7.76K 0.02% 522
2022
Q1 		$76K Buy
413
+70
+20% +$13.1K 0.02% 399
2021
Q4 		$72K Buy
+343
New +$66.4K 0.02% 358

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vulcan Materials (VMC) stake by 4.6% in Q2 2026, selling an estimated $17.5K and leaving 1,253 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #702.

EverSource Wealth Advisors first reported a position in VMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $440K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • EverSource Wealth Advisors held 1,253 shares of Vulcan Materials worth $370K as of Q2 2026.
  • EverSource Wealth Advisors sold 61 Vulcan Materials shares in Q2 2026, an estimated $17.5K.
  • Vulcan Materials made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #702 holding.
  • EverSource Wealth Advisors first reported a position in Vulcan Materials in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vulcan Materials position peaked at $440K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

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