EverSource Wealth Advisors’s Xometry XMTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.4K	Buy	915 +2	+0.2%	+$106	﹤0.01%	2097
2025 Q4	$54.3K	Buy	913 +47	+5%	+$2.65K	﹤0.01%	1691
2025 Q3	$47.2K	Sell	866 -9	-1%	-$391	﹤0.01%	1758
2025 Q2	$29.6K	Sell	875 -25	-3%	-$733	﹤0.01%	1987
2025 Q1	$22.4K	Buy	900 +20	+2%	+$628	﹤0.01%	1632
2024 Q4	$37.5K	Sell	880 -291	-25%	-$8.23K	﹤0.01%	1318
2024 Q3	$21.5K	Sell	1,171 -2	-0.2%	-$33	﹤0.01%	1452
2024 Q2	$17.2K	Sell	1,173 -131	-10%	-$2.06K	﹤0.01%	1577
2024 Q1	$23.3K	Buy	1,304 +924	+243%	+$25K	﹤0.01%	1287
2023 Q4	$13.6K	Buy	380 +274	+258%	+$5.88K	﹤0.01%	1420
2023 Q3	$1.8K	Sell	106 -37	-26%	-$700	﹤0.01%	2040
2023 Q2	$3.03K	Buy	143 +59	+70%	+$1.03K	﹤0.01%	1920
2023 Q1	$1.26K	Buy	84 +54	+180%	+$1.42K	﹤0.01%	2060
2022 Q4	$967	Sell	30 -24	-44%	-$1.12K	﹤0.01%	2097
2022 Q3	$3K	Buy	+54	New	+$2.52K	﹤0.01%	1602
2022 Q1	–	Sell	-162	Closed	-$8K	–	1872
2021 Q4	$8K	Buy	+162	New	+$8.33K	﹤0.01%	1074

Other funds holding XMTR

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return