Sequoia Financial Advisors
USLM icon

Sequoia Financial Advisors’s United States Lime & Minerals USLM Stock Holding History

Sequoia Financial 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 		$263K Sell
2,515
-1
-0% -$116 ﹤0.01% 1777
2026
Q1 		$329K Buy
2,516
+12
+0.5% +$1.44K ﹤0.01% 1518
2025
Q4 		$300K Sell
2,504
-378
-13% -$46.9K ﹤0.01% 1559
2025
Q3 		$379K Buy
2,882
+5
+0.2% +$577 ﹤0.01% 1267
2025
Q2 		$287K Buy
2,877
+2
+0.1% +$195 ﹤0.01% 1287
2025
Q1 		$254K Hold
2,875
– – ﹤0.01% 1143
2024
Q4 		$382K Buy
+2,875
New +$365K ﹤0.01% 914

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Sequoia Financial Advisors's USLM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its United States Lime & Minerals (USLM) stake by 0.04% in Q2 2026, selling an estimated $116 and leaving 2,515 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Sequoia Financial Advisors first reported a position in USLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Sequoia Financial Advisors held 2,515 shares of United States Lime & Minerals worth $263K as of Q2 2026.
  • Sequoia Financial Advisors sold 1 United States Lime & Minerals share in Q2 2026, an estimated $116.
  • United States Lime & Minerals made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1777 holding.
  • Sequoia Financial Advisors first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's United States Lime & Minerals position peaked at $382K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.